Overview

We are a mid to large practice with over 4 million in revenue. We are looking to acquire practices that the owners would like to fully retire or sell and stay. We currently have 6 producing advisors and a tenured staff of 12. We have a dedicated leadership team to help with any transitions issues that could arise. We focus mainly on fee based financial planning and asset management. The team consists of 3 CFP's, 2 CRPC's and we have relationships with multiple CPA's in different locations. Our practice has over 10 years of experience in helping advisors design and implement their succession plans and a track record of building client relationships through the process. We will consider any size practice. Our primary purpose is to help both the clients and advisors achieve long term success.

Market
RIA
Member Level
Chalice
Last Activity
this month
Listing Age
75 days old

Business Data

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