Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
245 days old
General
Location
Pittsburgh, PA, US
Profile Type
Buyer | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$2,500,000.00
Gross Revenue
$23,500.00
# of Accounts
33
Avg Client Age
49
Overview

I have 1 year of experience at a wire house and 3 years at a large regional RIA servicing their client base and building a small book myself. I am looking for an independent sole practitioner or advisor in a small group that would like to sell their book. Ideally I would keep the advisor on for 1-3 years for client retention. Would also consider a Jr. Advisor/partnership role for a longer period of time with a contract to buy book at some point within 5 years.

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