Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Towson, MD, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$800,000,000.00
Gross Revenue
$4,500,000.00
# of Accounts
3,000
Avg Client Age
50
Overview

We are a hybrid RIA with 20 advisors based in MD. We are looking for smaller practices that are interested in growing by joining with a firm that can provide additional scale, but a personal touch and involvement as well. For the right fit, we would be interested in opportunities outside of MD too. We have experience with succession planning, practice mergers, and practice acquisitions. We have a relationship with a sizeable financial institution that allows us to work directly in their branch offices.
We do extensive amounts of joint work and this could also present additional business growth opportunities to the right advisor(s). You can move into our offices or open/maintain your own. Our in house compliance and tech support allows our advisors to focus on their clients and their practice.
We are not looking to change BDs nor are we looking to be acquired by another firm.

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