$10MM AUM | $100,000 Rev in
Rancho Cucamonga, CA
I am currently at an RIA. I am looking at joining another firm or buying, merging or even doing a succession plan and possibly joining another RIA. I am hoping to partner up with an advisor that is exiting the business. I can join an advisor a few years before they exit, but with the intention that we we’ll work together to do a gentle transfer of clients.