$225MM AUM | $1.4MM GDC in O'Fallon, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Compatibility
Location
O'Fallon, IL, US
Listing Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$1,400,000.00
# of Accounts
700
Avg Client Age
55
Overview

We are a young and growing, fee only wealth management firm. We are a independent RIA, with no Broker/Dealer affiliations. We are looking to acquire or merge with other like-minded firms. Our process is rooted in financial planning and we do not have an investment only solution. We are located in the Greater St. Louis area. We would be looking for firms in middle markets throughout the Midwest and Southeast that would be open to a merger or an acquisition.

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