Overview

We are a grassroots hybrid RIA based in Omaha, NE with clients across the United States. We have a relationship with a broker-dealer and operate a standalone RIA. We have successfully merged books of business into our practice in the past and love to work with businesses looking to grow, succession plans, and/or expand their fee-based AUM. We utilize top-tier technology to streamline the client and advisor experience. We are open to working with sellers and mergers to create a plan that satisfies all of their goals. We allow the option for companies to keep their own name and brand or to leverage ours. We always want our relationships to be mutualistic and beneficial to all parties involved and look forward to partnering.

Market
RIA
Last Activity
within 6 months

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