Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
General
Location
Phoenix, AZ, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
300
Avg Client Age
55
Overview

We are the #1 purchaser of practices and succession planning company in the country. Also, have been the destination of choice for advisors looking to run their practices independently without the headaches involved. As a Fortune 250 company we are one of the most financially stable firms and have the infrastructure and process in place to help advisors sell, sunset, merge, or joint. We are paying top multiples and have many different types of deals to pick from selling outright either in part or whole to working 1-10 or more years and/or selling.

Our deal is the top deal in the industry right now and the checks are backed by a S&P 500 listed company versus a personal guarantee. Also voted #1 in trust in full service by JD Power. We've been aggressively growing in the Phoenix area over the last 10 years and would look forward to

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...