Overview

Our growth is exploding. Seeking a RIA partner to spin-off clients between $100k-$2M over time. (2CFA, 1CFP®, 1CRPC®).

We are running into operational bandwidth issues trying to maintain current growth rates and would like to join forces with a larger firm to gain operational scale. We're looking for a firm who aligns with our firm values and is highly motivated to innovate and grow. Please reach out if that's you!

Last Activity
today
Listing Age
20 days old

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