$1.4B AUM | $13MM GDC in
Westlake Village, CA
Find firms and/or advisors to merge with our firm. That could include those looking for a firm to build a lasting career with or those interested in succession of their existing practice. We are looking for advisors who may have hit a growth ceiling and are looking to join a larger firm. We also are actively looking for wire house and bank advisors who want to go independent.