I am currently employed as an Investment Consultant/Portfolio Manager for a $30 billion RIA. I personally oversee a book of retirement plans with approximately $1 billion in assets. I am looking for opportunities with small fee-based firms looking for a succession plan where I would purchase and take over their firm. Ideally I would buy the firm with the current owner assisting with client transition. My ideal firm size would be in the area of $200K-$300K annual revenue. I would also consider purchasing a portion of a larger book of clients that generates similar revenue.