Succession Link Marketplace Log In Free

0
0
$50,000,000 AUM in Miami, FL
$600,000 REV / YR 100% FEE 0% COMM
Our growth is exploding. Seeking a RIA partner to spin-off clients between $100k-$2M over time. (2CFA, 1CFP®, 1CRPC®). We are running into operational bandwidth issues trying to maintain current growth rates and would like to join forces with a larger firm to gain operational scale. We're looking for a firm who aligns with our firm values and is highly motivated to innovate and grow. Please reach out if that's you!
$7,700,000 AUM in Indianapolis, IN
$62,370 REV / YR 100% FEE 0% COMM
I am a Financial Planner currently affiliated with Cetera Investors. I am reaching out to express my interest in merging my small book of business with a larger firm. At present, I manage a book of business valued at approximately 7.7 million. I am eager to explore opportunities to leverage this portfolio within a larger organization to enhance growth and client service capabilities. I would greatly appreciate the opportunity to discuss potential collaboration or merger possibilities with your firm. Please let me know if you would be interested in exploring this further, and I am available at your earliest convenience to discuss in more detail. Thank you for considering my proposal, and I look forward to hearing from you soon.
$70,000,000 AUM in Salt Lake City, UT
$562,000 REV / YR 90% FEE 10% COMM
Over 25 years I've built a financial advisory practice that is planning-centric, primarily fee-based, and highly process driven. I'm at a crossroads, interested in exploring the possibility of either acquiring compatible practices and/or finding a successor for my own practice.
$70,000,000 AUM in Salt Lake City, UT
$562,000 REV / YR 90% FEE 10% COMM
Over 25 years I've built a financial advisory practice that is planning-centric, primarily fee-based, and highly process driven. I'm at a crossroads, interested in exploring the possibility of either acquiring compatible practices and/or finding a successor for my own practice.
$3,000,000 AUM in Worthington, OH
$25,000 REV / YR 100% FEE 0% COMM
I am a 20 year veteran of the Asset Management world that started in Wealth last year. I partnered up with a previous client, and am co-owner in an RIA that was established in early 2023. I am looking to join an established local RIA or Independent office for transition plan in the Central Ohio area. My background consists of 19 years of Asset and Wealth Management, MBA, CIMA, and securities licenses (6, 7, 63 inactive but transferable till Oct of 27 per MQP, and 65 active with current firm). Focused on joining a firm that is process oriented, and supportive team, and defined transition plan.
$3,000,000 AUM in San Clemente / North County Sd, CA
$30,000 REV / YR 100% FEE 0% COMM
We are a very active CPA firm with a separate branch independent RIA. We engage with a third party money manager. Great opportunity for growth and potential strategic relationship with our CPA firm for referrals. There is plenty of opportunity for upside for the right person.
$165,000,000 AUM in Lake Oswego, OR
$1,300,000 REV / YR 100% FEE 0% COMM
We would like to Merge the two companies with an Earn out to retain and best serve the existing clients. This will retain a greater percentage of the clients which in return maximize the selling Advisor's buyout.
$165,000,000 AUM in Lake Oswego, OR
$1,300,000 REV / YR 100% FEE 0% COMM
We would like to Merge the two companies with an Earn out to retain and best serve the existing clients. This will retain a greater percentage of the clients which in return maximize the selling Advisor's buyout.
$165,000,000 AUM in Lake Oswego, OR
$1,300,000 REV / YR 100% FEE 0% COMM
We would like to Merge the two companies with an Earn out to retain and best serve the existing clients. This will retain a greater percentage of the clients which in return maximize the selling Advisor's buyout.
Login and Search for Thousands of Opportunities Like These