Overview

We are a large RIA firm with multiple offices and 280 advisors. We cater to Banks, Advisors and Independent Advisors. We have our clients invested in Mutual Funds, Individual Stocks and Annuities, with some our funds being held by a 3rd party Money Manager, Investnet.

We're looking to acquire practices or bring on talented Advisors that are looking to grow. We are also open to acting as an Advisor's Succession Plan.

Last Activity
today

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...