We are an RIA based in San Francisco looking to buy and/or merge with other fee based RIAs or sole practitioners. We are a tight knit, service based team and culture fit is a crucial component for us. We have enjoyed ~47% annualized growth over the past 5 years and are actively growing both organically and inorganically. Our average HH is ~1.6M in assets and we leverage our strong client base in the tech sector to fuel organic growth. We have a dedicated recruiting team that grows the firm inorganically through partnerships and M&A. The ideal advisors/firms are 50M+ in AUM who are looking to roll in to a larger firm for scalability and growth opportunities. There are no non-competes and advisors retain 100% ownership over their client base with an option to participate in the larger entity, if appropriate. We currently have offices in Hawaii, California (NorCal & SoCal), Montana, New Jersey, New York, and South Florida.

Member Level
Last Activity
within 4 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities


Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred