Overview

We are seeking to acquire, or provide successful succession for primarily fee based wealth management practices from 15MM- 125MM AUM.
We provide a multi faceted and excellent place of succession for advisors exiting the business. Our hybrid RIA platform allows for a variety of business, multiple platform efficiencies and extremely competitive payouts.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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