Market
RIA
Member Level
Premier
Last Activity
this week
General
Location
Vero Beach, FL, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$1,300,000,000.00
Gross Revenue
$11,000,000.00
# of Accounts
2,500
Avg Client Age
55
Overview

We are a rapidly growing SEC registered investment advisory network headquartered in southern CA with offices in New York, Florida, Arizona, Washington and Nebraska. We provide access to institutional money managers, ETFs, mutual funds, individual securities and alternative investments to investment advisor representatives and to other RIA firms nationwide. Our custodians include Fidelity, Schwab, TD, Folio, AXOS Clearing, and Kingdom Trust. We work with several broker dealers and we also work directly with IARS and RIAs. Our fees are extremely competitive and we offer unparallelled business development/marketing assistance and client service. We are interested in the following advisors: (1) Wirehouse IARs who have a desire to be independent (2) Independent advisors who wish to join Claraphi directly (3) Independent IARs who are seeking a different BD (4) RIAs who need a comprehensive TAMP that includes alternative investments (5) Anyone interested in selling, succession planning or joining another practice. Please call Roxanna Guinan at (___-___-____ or email ___

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