$175MM AUM | $2MM GDC in Phoenix, AZ

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Compatibility
Location
Phoenix, AZ, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$2,000,000.00
# of Accounts
250
Avg Client Age
55
Overview

We are the #1 purchaser of practices and succession planning company in the country. 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 or sunset their business. We are paying top multiples and have many different types of deals to pick from selling outright either in part or whole to working 5-10 more years and 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.

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