$2.3B AUM | $12MM Rev in
Walnut Creek, CA
Nationally known, growth-focused RIA with strong research, operations/back office and compliance capabilities seeks firms with similar client- and employee-focused values to join us. We provide the scale, resources and longevity to compete with any firm nationally while bringing the boutique feel and highly fiduciary DNA of one of the early fee-based firms. This creates a compelling opportunity to build something much larger, and to do so for the right reasons. For us, growth and financial success allow us to attract and reward great people, who in turn deliver on our mission to excel for clients -- these positives reinforce one another.
We have no geographical constraints and are willing to provide latitude to individuals or firms joining us as long as our values are well aligned. We appreciate talent and acquiring good people is attractive to us. We are also open to being a succession option for an advisor looking to scale out over time or retire.