Overview

Fee-only fiduciary, and totally independent RIA looking to acquire the right fiduciary RIA practice, and/or Financial Advisors with an interest in building and growing as a boutique, fee-only fiduciary. Financial Advisors who may feel as though their firms’ goals don’t align with their goals or clients’ goals may find us to be a good fit.

We have Schwab and Fidelity as our custodians with other options as well, but those two are our primary. Advisors interested in joining or selling should have less than 200 client relationships per advisor. This ensures our ability to deliver a personalized, white glove client experience. Our clients think of us more as their private family office than just their financial advisor.

New York City-based.

Market
RIA
Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...