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$50,000,000 AUM in Hayden, ID
$220,000 REV / YR 100% FEE 0% COMM
Independent RIA and CPA with 2 advisors (one in San Diego, CA, and me in Coeur d'Alene, Idaho) utilizing an overhead sharing arrangement for cost reduction. I'm potentially interested in finding a like-minded local advisor who is interested in a similar arrangement. We mostly utilize DFA and low-cost ETF's.
$100,000 AUM in Cincinnati, OH
$1,000,000 REV / YR 100% FEE 0% COMM
IAR Looking at potential acquisitions, or merging with another firm for continued client continuity and growth towards the future.
$46,000,000 AUM in Moorestown, NJ
$525,000 REV / YR 100% FEE 0% COMM
We are an established RIA (40 years) seeking to acquire small to medium size RIAs in the local area to expand and consolidate AUM. We stress planning as the core to the establishment of a client's asset allocation strategy and the formation of an appropriate investment policy statement. We are looking for practices that are seeking to phase out through acquisition and or merger with a similar firm that is also totally focused on the best interests of their clients.
$7,000,000 AUM in Clearwater, FL
$30,000 REV / YR 100% FEE 0% COMM
I am a small 1 advisor RIA looking to team up with similar small firm 75% stocks/25% mutual funds and ETF’s. About 7m assets x .45 avg. one large account is .30 The rest about .8-.95
$10,000,000 AUM in Memphis, TN
$100,000 REV / YR 10% FEE 90% COMM
Mature practice of a holistic perspective, that works with individuals/couples that are within ten-years of retirement, or are already retired. I utilize entire gamut of securities products.
$65,000,000 AUM in Mckinney, TX
$750,000 REV / YR 100% FEE 0% COMM
RIA with $65 million in AUM and substantial pipeline considering a merger or sale for the right opportunity. Prefer to join a larger fee-only RIA with the resources to support continued growth.
$20,000,000 AUM in Columbus, GA
$194,000 REV / YR 80% FEE 20% COMM
I have 25 years experience. I am looking to expand my business by purchasing a book outright. If your book is 30 million or more and you want to stay around for a while I would take half now and half when you are ready to fully retire. My business is mostly fee based I converted all my eligible in the last 12 months. I use variable annuities as they are needed. All new accounts are fee based. My book is currently 20 million I am looking for a book from 15 to 40 million. I would like to close by the end of the year. I plan on working at least 10 more years. My daughter will be joining the business in the next year. She will take over the business when I retire. My succession plan can become your succussion plan.
$55,000,000 AUM in Salem, NH
$300,000 REV / YR 80% FEE 20% COMM
Personal wealth manager with a long-standing client base after 35+ years as an Independent, now looking to transition to retirement over the next five years. Looking for a buyer interested in providing similar personal relationship-based approach to financial planning and maintaining quality customer services.
$154,000,000 AUM in Burlington, VT
$1,400,000 REV / YR 100% FEE 0% COMM
RIA with financial planning and investment management. Looking to enhance the team with either a merger with a smaller firm or a purchase by a larger firm. Hope to start conversations with firms that are interested.
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