Overview

Our firm is one of the fastest-growing RIA’s in the country which also happens to offer hybrid services. One of our primary goals is to help advisors and our clients plan and finish well through our team-based planning and centralized service model. We have over 70 advisors (some CFP’s, average age of 44 years old) that have an enormous amount of client service capacity and incredible client retention experience.

Our firm supports our advisors’ growth by allowing them to focus on their clients by working at their “highest and best use of their time” via dedicated teams to support Investments and Trading, Planning and Products, Finance, Marketing, Technology, Human Resources, Branch and Service Operations. Our support staff of 50 professionals is ready to service a smooth transition. Additionally, our company is focused on our culture, working together to create an environment where we all work together and encourage each other to succeed.

Our mission when it comes to matching with another firm is very specific: we want to make an impact that prompts their own clients to thank them for coming together with our firm. We have already successfully onboarded four advisor practices over the past few years and can’t wait to see how we might be able to support the next step in your successful journey.

Market
RIA
Member Level
Premier
Last Activity
this week
Listing Age
37 days old

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