$350MM AUM | $2.7MM GDC in Edina, MN

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
Edina, MN, US
Fee 0% Commission 100%
Gross Revenue
$2,700,000
# of Accounts
800
Avg Client Age
60
Overview

We are a RIA located in Edina, MN looking to acquire/merge with advisors looking for an exit strategy or retiring in a few years. We have a significant Qualified Plan business, but most of our clients are successful individuals.

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