Overview

Find firms and/or advisors to merge with our firm. That could include those looking for a firm to build a lasting career with or those interested in succession of their existing practice. We are looking for advisors who may have hit a growth ceiling and are looking to join a larger firm. We also are actively looking for wire house and bank advisors who want to go independent.


Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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