Succession Planning: Buy/Sell Practice

846 members
For those advisors interested in buying and selling advisory practices.

For those advisors interested in buying and selling advisory practices.

who's here? ( 20 companies )
JPMorgan Chase
Specialities
Consumer & Community Banking, Corporate and Investment Bank, Asset Management, Private Banking, Commercial Banking
Size
10,001+ Employees
Headquarters
270 Park Avenue, New York, 10017-2014
Year Founded
Company Type
Public Company
Description
For over 200 years, JPMorgan Chase & Co has provide... Read more
AXA Advisors
Website
Specialities
Retirement, Investing, Life Insurance, Business strategies, Annuities, College Savings
Size
5,001-10,000 Employees
Headquarters
1290 Avenue of the Americas, New York, 10104
Year Founded
Company Type
Public Company
Description
Advice from a trusted financial professional can he... Read more
UBS
Website
Specialities
Financial Services, Investment Banking, Wealth Management, and Asset Management
Size
10,001+ Employees
Headquarters
Year Founded
1862
Company Type
Public Company
Description
UBS works with individuals, families, institutions,... Read more
Wells Fargo
Specialities
Business Banking, Wholesale banking, Mortgage, Consumer Finance, and Commercial Finance
Size
10,001+ Employees
Headquarters
San Francisco, California
Year Founded
Company Type
Public Company
Description
Wells Fargo & Company (NYSE: WFC) is a diversified,... Read more
Raymond James
Specialities
Personal Investing, Capital Markets, and Banking
Size
10,001+ Employees
Headquarters
St. Petersburg, Florida
Year Founded
1962
Company Type
Public Company
Description
Founded in 1962 and a public company since 1983, Ra... Read more
Edward Jones
Specialities
Size
10,000+ Employees
Headquarters
St. Louis, MO
Year Founded
1922
Company Type
Privately Held
Description
If you think Edward Jones is like every other large... Read more
Ameriprise Financial
Specialities
Size
10,001+ Employees
Headquarters
2001 Butterfield Road, Downers Grove, 60515
Year Founded
1894
Company Type
Public Company
Description
What sets us apart from other financial firms? We l... Read more
Merrill Lynch
Website
Specialities
Advice and Planning, Investments, Banking, Retirement, Estate Planning Services, Credit and Lending, Solutions for Business
Size
10,000+ Employees
Headquarters
New York, NY
Year Founded
Company Type
Public Company
Description
Founded in 1914, Merrill Lynch is one of the larges... Read more
Northwestern Mutual
Specialities
To Learn About our Company Visit Northwestern Mutual's Website at Www.northwesternmutual.com
Size
5001-10,000 Employees
Headquarters
Milwaukee, WI
Year Founded
1857
Company Type
Privately Held
Description
Northwestern Mutual has been helping families and b... Read more
Waddell & Reed
Website
Specialities
Financial Services, Investments, Insurance
Size
1001-5000 Employees
Headquarters
Year Founded
1937
Company Type
Public Company
Description
Since opening our doors in 1937, our approach has r... Read more
Morgan Stanley
Specialities
Sales & Trading, Investment Banking, Investment Management, Prime Brokerage, Research, Institutional Consulting, Wealth Management, Private Wealth Management
Size
10,001+ Employees
Headquarters
1585 Broadway, New York, 10036
Year Founded
Company Type
Public Company
Description
Morgan Stanley mobilizes capital to help government... Read more
Thrivent
Specialities
Financial Planning, Retirement Planning, Finiancial Services, Insurance, Life Insurance, Disability Insurance, Long Term Insurance, Business IRA Plans
Size
5,001-10,000 Employees
Headquarters
367 NE Baker Rd, Stuart, 34994
Year Founded
1902
Company Type
Non Profit
Description
We’re much more than insurance and financial servic... Read more
Wells Fargo Advisors
Specialities
Advice and Planning, Investments, Banking*, Retirement, Estate Planning Services, Credit and Lending*, *through affiliates
Size
10,001+ Employees
Headquarters
1 North Jefferson Ave., St. Louis, 63103
Year Founded
Company Type
Public Company
Description
Headquartered in St. Louis, Missouri, Wells Fargo A... Read more
Principal Financial Group
Website
Specialities
Retirement Solutions Leader, Financial Services, Global Investment Manager
Size
10,001+ Employees
Headquarters
711 High St., Des Moines, 50309
Year Founded
Company Type
Public Company
Description
Principal Financial Group® helps people and compani... Read more
Janney Montgomery Scott
Website
Specialities
Full Service Financial Services, Wealth Management, Capital Markets, Highest Standard in financial relationships
Size
1,001-5,000 Employees
Headquarters
Year Founded
1832
Company Type
Privately Held
Description
Janney Montgomery Scott LLC is a leading financial ... Read more
Prudential Financial
Specialities
Financial Services, Investment Management, Life Insurance, Retirement Benefits, Group Benefits, Annuities, Mutual Funds, Technology, Financial Wellness, Inclusive Culture... Read more
Size
10,000+ Employees
Headquarters
Newark, New Jersey
Year Founded
1875
Company Type
Public Company
Description
Prudential Financial (NYSE:PRU) was founded on the ... Read more
New York Life
Specialities
Life Insurance , Retirement, Investments
Size
10,001+ Employees
Headquarters
51 Madison Avenue, New York, 10010
Year Founded
1845
Company Type
Privately Held
Description
Hi, we're New York Life, one of America's largest m... Read more
LPL Financial
Website
Specialities
Independent Broker/Dealer, Institution Services, RIA, Independent Advisors, Custom Clearing Services, Financial Services
Size
1001-5000 Employees
Headquarters
San Diego, CA
Year Founded
1989
Company Type
Public Company
Description
LPL Financial is a leader in the retail financial a... Read more
MassMutual
Specialities
Insurance, Retirement
Size
10,001+ Employees
Headquarters
1295 State Street, Springfield, 01111
Year Founded
1851
Company Type
Privately Held
Description
Living mutual has always been at the core of our hu... Read more
Lincoln Financial
Specialities
Retirement Solutions, Life and Annuities, Group Protection
Size
5,001-10,000 Employees
Headquarters
150 N. Radnor-Chester Road, Radnor, PA
Year Founded
1905
Company Type
Public Company
Description
Headquartered in the Philadelphia region, Lincoln F... Read more