Overview

Looking to merge or add advisors onto our RIA collaborative platform. Also looking to purchase retiring advisors. Complete tech stack, family office approach, CFA managed models, access to robo and alternatives. Growth RIA firm 2 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.

Market
RIA
Member Level
Basic
Last Activity
this month
Listing Age
425 days old

Business Data

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