Overview

We are a thriving Texas investment practice with offices located in Dallas and Houston. We also have many clients in East Texas based in and around Tyler. We are primarily looking for advisors who want to join our team, grow their practice and create a succession plan. We would also consider an advisor not looking to sell and join our team as a partner assuming they have north of 100M under management. We have completed Six practice buys in the past Eight years and have extensive expertise on making the transition a win for the selling advisor.

Market
Advisor/RIA
Member Level
Plus
Last Activity
6 months or more

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