$1B AUM in San Jose, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
100 days old
General
Compatibility
Location
San Jose, CA, US
Listing Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
Overview

RIA with a larger national footprint that specializes in unique merge/continuity offering.
Locations in
Denver CO, Seattle WA, Portland, OR, Salt Lake City, UT

We recognized the undeniable fact that the motivations and structure of most financial firms result in an advisor’s and client’s interests being misaligned, to the detriment of the client. We are passionate about surrounding clients with a team of financial experts and delivering unbiased, individually-tailored solutions focused on financial planning leveraging an evidenced-based investment philosophy.

We have a strong track record of assisting over 50 firms to find the solution for identifying their ideal exit strategy or merger opportunity.

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