Overview

I am looking to purchase or merge with an existing RIA to establish their continuity or succession plan, and to help the firm continue to grow while providing outstanding service in financial planning and wealth management to their existing clients. This would include merging my firm into yours or bringing over my book of business to your firm. I have been a financial advisor for 17 years and started my RIA in 2014; I hold the CFP and CFA designations and am looking for a firm that has a Fiduciary culture.

Market
RIA
Member Level
Basic
Last Activity
within 3 months

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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