Overview

Looking to merge or add advisors onto our RIA collaborative platform. Also looking to purchase retiring advisors books. Complete tech stack, family office approach, CFA managed models, access to robo and alternatives. Growth RIA firm 3 years old but with 5 experienced advisors and staff. Access to partners or in house services , Property and casualty, firm level marketing, tax returns/planning, small business consulting, employer benefits, estate planning, concierge travel, etc.

Last Activity
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...