Overview

Advisor Listing - $125 MM AUM Merge Opportunity in Wilmington, NC

We are a fast-growing firm with a great track record and we're interested in acquiring or combining with smaller practices for additional scale and talent. We've got a great office space with room to add an entire team, or we're open to having separate offices. Our firm is process-driven, and would make a great succession partner for retiring advisors that truly care about the future outcomes of the clients that have entrusted them over the years. We are 100% fee-only & do not sell insurance products.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
1,204 days old

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