Market
RIA
Member Level
Premier
Last Activity
this month
General
Location
Conshohocken, PA, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$1,500,000,000.00
Gross Revenue
$6,200,000.00
# of Accounts
900
Avg Client Age
65
Overview

We are looking to be a buyer of advisory businesses that have a similar investment approach, where the founder is looking for a successor firm. We are also interested in finding advisors who want to join our firm and have a book of business.

Business Mix Info

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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