Overview

At RIA Continuity Partners, we stand as a trusted advisory services and succession planning firm passionately committed to empowering independent RIA firms. Our core mission revolves around guiding and supporting advisors in the endeavor to maximize their firm's value, all without the necessity of selling their practice. What sets us apart is our distinctive service-based model, seamlessly integrating into advisors' practices to provide them with expert guidance and tailor-made solutions.

Our team boasts years of industry experience, coupled with an intimate understanding of the RIA landscape. We've assembled a cadre of seasoned professionals who are wholly dedicated to helping advisors preserve their legacy and ensure a seamless transition for both their clients and their team. Central to our philosophy is maintaining advisors' control over their practice, all while harnessing our vast expertise and resources to optimize business operations and unlock its full potential.

Discover how we can help you chart the course towards a brighter future for your independent RIA firm by exploring our website at ___ Your legacy is our priority, and we're here to guide you every step of the way.


Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...