$8.9B AUM | $65MM EBITDA in
I am an Advisor Relationship Manager at a medium sized broker-dealer based in central New Jersey. I support nearly 300 Independent Financial Advisors. Many of our advisors are actively looking to acquire investment practices. Our financial advisors are located across the entire country and cover all 50 states. If you are open to having a conversation about the potential sale of your practice, please let me know.