Overview

We are looking to expand in Upstate NY. We are looking for RIA firms that are primarily fee-only or fee-based, located in the greater Elmira/Corning, Ithaca, Syracuse, or Rochester markets. We can work with owners who are looking to retire immediately, as well as those who are interested in remaining employed for a transition period of 1-5 years.

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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Variable Annuities

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