$175MM AUM | $900,000 GDC in Boston, MA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Boston, MA, US
Fee 0% Commission 100%
Gross Revenue
$900,000.00
# of Accounts
450
Avg Client Age
50
Overview

We can provide a succession plan for established financial advisors. We are primarily looking for "tuck-ins" but are also open to acquisitions and merger opportunities. We are an RIA hybrid with an independent contractor model. We hope this website opens doors and helps us make contact with individuals and businesses who are seeking solutions which we can provide in the greater Boston and northeast region.

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