$5B AUM | $18MM GDC in Columbus, OH

Market
Advisor/RIA
Member Level
Chalice
Last Activity
today
Listing Age
69 days old
General
Compatibility
Location
Columbus, OH, US
Listing Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$18,000,000.00
# of Accounts
95,000
Avg Client Age
50
Overview

We are one of the largest privately-owned financial advisory and wealth management practices in the Midwest. We practice holistic financial advisory work, we are client-focused and have platforms that allow for a high level of flexibility with significant support. Looking for talented people to join us. We can serve as a succession plan, merger partner, can purchase your book, or simply be your final move and help you grow your practice.

Interested in buying / merging / partnering / hiring advisory practices and advisors.

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