$265MM AUM | $1.7MM Rev in
We focus on business owners and their personal & business succession planning. For a boutique firm we have a deep bench of CFP's, CPA's, CFA's and a JD on staff, so we can handle complex planning issues for clients anywhere in the country.
We are looking to purchase and/or merge with a fellow RIA, preferably fee-only, who is looking to transition his / her clients to a firm that values their planning needs (taxes, estate planning, retirement income, etc.) just as much as their investment needs.
Ideal buy candidates would be $100M or less and owner(s) would like to work for 5 years or less. Ideal merge candidates would be $300M or less and have both retiring and continuing owners.
We are in Indianapolis right now but will be expanding in other mid-west cities soon. Geographic location is not as important as matching philosophy and client makeup.