Overview

Financial Transparency has grown from a start up firm to $240 million in AUM, since inception in 2018. We work with advisors around the country, and are looking to expand our business through book of business acquisition, as well as merging additional advisors into our firm. Our experience in successfully purchasing and transitioning advisory business, we believe is important to advisors considering retirement. We work with independent advisors who are also committed to truly looking out for their clients.

Market
RIA
Last Activity
within 3 months

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