$2,500MM AUM | $30MM GDC in Mclean, VA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Mclean, VA, US
Fee 0% Commission 100%
Gross Revenue
$30,000,000.00
# of Accounts
15,000
Avg Client Age
55
Overview

Spire Investment Partners, LLC is a premier Hybrid Independent Financial Advisory Firm and the parent of both a SEC RIA and a FINRA member Broker-Dealer. Spire offers Wealth Managers everything they need to run an independent practice including leading technology, customized compliance, back office operations and access to the 6 major custodial platforms. Wealth Managers who affiliate with Spire grow their practices and operate more profitably because we improve their operating efficiencies which allows them more time to service their clients. Spire Investment Partners is headquartered in McLean, Virginia with advisors servicing clients across the country.

Spire Offers Three Affiliation Options:
• Advisor Successor Plan – Spire will match you with one of our established advisor teams throughout the country. You will partner with their practice and jointly develop a succession plan allowing you to sell your practice over time. We will assist you in evaluating your business, pricing it, and consult during the negotiation.
• Corporate Ownership – You will join Spire as an independent advisor. Once your transition is complete you will begin working with the Spire Succession Team to develop a succession plan to sell the practice to Spire and mentor your successor. We will assist you in evaluating your business, pricing it, and work with you through implementation.
• Direct Affiliation
o For advisors located in the Northern Virginia area we offer the enhanced “Branch Office” service model where you work in a professional office environment and receive all of the office services that the traditional wire-houses provide only at Spire your payout is much, much higher.
o Branch Office Affiliation – You run your practice from your office space. Spire will provide our affiliation package which includes our technology platform, access to multiple clearing firms, compliance support, operations customer service support, training and business consulting.

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