$250MM AUM | $2MM Rev in
We are a fee only financial planning and investment management firm owned by a CPA firm. The CPA firm is one of the largest in Alabama and has a phenomenal corporate culture. We are interested in buying a firm(s) between 2021-2023 and possibly transitioning other RIAs into our book of business when it is a proper cultural fit for the employees, as well as, for our clients.
Additionally, we offer "back office" RIA services to RIAs through another company of ours. We are looking to significantly grow that business as well.