Overview

We are an existing RIA that has several advisors who have plugged into our full service platform. Advisors can run their own practice and create a succession agreement with INC or one of our affiliated IARs. We are a great fit for any advisor looking to still run their own book but want to shift the headaches of running the business to us (rent, HR, marketing, etc). We have several advisors that would consider merging for succession purposes or buying a practice. We currently have offices in Newport Beach, Palm Desert, Palm Springs, Meridian Idaho, and Anchorage Alaska.

Last Activity
6 months or more

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