Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Blue Bell, PA, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$600,000,000.00
Gross Revenue
$4,500,000.00
# of Accounts
250
Avg Client Age
55
Overview

An independent RIA with 3 businesses: Private Wealth, 401k and Employee Benefits/Health Care. We provide the highest quality service/performance at the most affordable pricing in the industry. Our expertise in the Employee Benefits area is growing and feeding the fastest grower, the PW. We are continuing to grow organically and non-organically, with current merger activity that is adding 30% to our AUM.

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