Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
New York, NY, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$350,000,000.00
Gross Revenue
$2,800,000.00
# of Accounts
1,300
Avg Client Age
61
Overview

We are a financial planning and wealth management practice made up of 3 advisors, 3 staff and a COO. We have experienced rapid growth over the last 10 years, organically and through two targeted acquisitions. We are currently seeking to be a continuity partner to similar, fee-based advisors who are within 10 years of retirement. We envision a long-term merger where the advisor steps away gradually on their terms. We would also like to partner with a younger advisor who has capacity to work with our clients as we grow.

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