Financial Advisor (Registered Investment Advisors)

Are you a seasoned financial advisor with a successful book of business looking for better support, succession planning, or growth opportunities?

We are seeking experienced Registered Investment Advisors (RIAs) and Wealth Advisors who manage a minimum of $30M AUM and are open to exploring new partnerships that provide enhanced back-office support, growth opportunities, and succession planning.

Why Consider a Transition?

Many independent advisors struggle with growing compliance demands, operational inefficiencies, and succession planning. By partnering with the right firm, you can:
Retain the majority of your earnings while gaining access to top-tier support
Reduce administrative burdens so you can focus on clients and business growth
Scale your practice faster through acquisitions, marketing, and operational backing
Plan for the future with structured succession planning and exit strategies
Join a well-respected firm offering world-class resources, office space, and technology

Ideal Candidate Profile:

Registered Investment Advisor (RIA) or Wealth Advisor
Minimum $30M AUM under management
Located in North America
No recent terminations, non-compete, or non-solicit restrictions
Looking for a better support structure, growth strategy, or succession plan

Your Options:

We work with leading broker-dealers, RIAs, private wealth firms, and banks across the U.S. to match advisors with the best possible structure for their business goals. Whether you want growth, operational support, succession planning, or a higher business valuation, we can help.

Lets discuss where you are in your business and what the ideal future looks like for you. Contact us today to explore your options.