Overview

Our firm is looking to acquire small to medium size firms in the primary markets (Wichita, Denver and Dallas). We would also be interested in acquisitions in the Kansas City area. Our parent company has sizable operations in each of these markets that we are looking to leverage. We operate in two primary areas, Wealth Management and Retirement Plan consulting. Insurance is a growing part of our business. Ideally, the acquired firm would be RIA only with exposure to one or both of these areas. We would also prefer that the acquisition would involve retaining advisers to assist in retaining assets and growing our firm. However, we would entertain acquisitions that do not fit these criteria in certain circumstances.

Market
RIA
Last Activity
today

Business Data

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