Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Greenville, RI, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$600,000,000.00
Gross Revenue
$3,750,000.00
# of Accounts
3,000
Avg Client Age
50
Overview

Looking to find advisors who wish to "retire in place". We offer opportunities for those who want to slow down and exit over a period of several years. We have flexibility to enable you to set your own parameters of winding down, and we are also able to provide additional support, including staffing, offices, equipment, or other needs for your transition. We have additional offices located in Warwick, RI, Easton, MA and Bedford, MA.

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