$9B AUM | $68MM GDC in Alpharetta, GA

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Listing Age
408 days old
General
Compatibility
Location
Alpharetta, GA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$68,000,000.00
# of Accounts
17,000
Avg Client Age
60
Overview

With nationwide trust capabilities, Ronald Blue Trust provides wealth management strategies and trust services based on biblical principles to help clients make wise financial decisions, live generously, and leave a lasting legacy. With a network of 14 branch offices we serve clients through four distinct divisions and offer services across the wealth spectrum.

Over the last 40 years, RBT has expanded through organic advisor development and acquisition of existing practices. Our aspiration to become a $100 billion trust company with a unique mission and an intentional engagement across generations with our clients requires us to be proactive in our pursuit of talented advisory professionals within our industry and we look forward to increasing our connection with future RBT team members through this platform.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...