Overview

Successful and fast growing RIA looking for merger, acquisition, and succession opportunities. Owners are approaching retirement age, willing to sell/merge and continue to work for the firm anywhere from 2023 to 2027. We are growing at a 15-20% annual pace. We are open to full or partial book sale, or merger with a larger firm. Our niche is corporate wellness, we have relationships with national companies to provide financial wellness to employees and executives. We also have a fair amount of small business owners as clients.

We are licensed in roughly 35 states and are open to working with national firms and regional midwestern firms.

We are a financial planning firm with most of our assets are held at TD Ameritrade. We are interested in firms with a planning focus, CFP and CFA credentialed employees and owners are a plus.

We develop and manage our own model portfolios with emphasis on modern portfolio theory and low-cost ETF and mutual fund holdings.

Market
RIA
Member Level
Plus
Last Activity
this week
Listing Age
262 days old

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