Overview

Single member RIA firm, which I currently run with my tax practice. I am still in the growth stage so I am looking to acquire a small local book of business. Ideally, I would like to find a single owner RIA between 5,000,000 AUM and 30,000,000 AUM that would be willing to sell their book and transition into retirement.

Market
Advisor/RIA
Last Activity
6 months or more

Business Data

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