Overview

Independent RIA with loyal client base seeking merger with similar RIA practice for continuity and succession purposes. Would like to maintain autonomy while working together sharing resources and administrative/compliance duties. Local, or Northern New England would be preferable. I have a well established physical office with technology. Ideal partner is looking to grow and work cooperatively.

Market
RIA
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Insurance Business

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Technology Solutions

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CRM Systems

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