Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Cincinnati, OH, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
500
Avg Client Age
55
Overview

We are a successful, growth-focused retirement advisory firm and are rapidly becoming the regional leader in retirement planning/wealth management through our cutting edge technology and loyal client base. We are looking to add advisor(s) with an established and/or growing practice. We are excited to speak with excellent advisors in our area.

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