Overview

We are large and growing Mid-Atlantic based Independent RIA looking to partner with Independent Firms / FA’s with AUM between $100 million and $1.5 billion that may be looking to stay independent but also may want to:

1. Be part of a larger Firm and escape the compliance and administrative burdens of running a small firm; and or
2. Institute a succession plan if they don’t already have one; and or
3. Monetize their investment in their own Firm and also own equity in a larger, fast-growing and profitable Firm.

Last Activity
2 weeks

Business Data

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