Overview

I am a partner in a fast and healthy growing RIA firm looking to expand in Pleasanton, CA. We are open to buying appropriate books of business, but are also looking for new partners. We are particularly interested in advisors that are looking to move away from banks, wirehouses etc. in an effort gain control and ownership of their practices while still being part of a supportive team.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
1,321 days old

Business Data

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