Overview

We are an OSJ with 17 satellites and growing, mostly in Texas, and are looking to grow through merger or acquisition. We provide transition support and ongoing supervision to our satellites, as well as other services including succession planning. We are on the Raymond James independent platform, and can help advisors/teams transition to this platform, providing a similar payout to being fully independent, but taking on the supervision tasks. We can help offices looking for succession/merger opportunities to confidently take on the last stages of their career with a defined path to retirement, knowing their clients will continue to be cared for in a way that works well for the advisors and the clients.

Market
Advisor/RIA
Last Activity
this month

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