Anything for sale anywhere in the continental US let me know.

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Posting as :
works at
You are currently posting as works at

Is there a type or size of practice you are currently looking for?

10-40 Million AUM

Looking for 20-40 million. Would consider midwest or Florida

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Additional Posts in Succession Planning: Buy/Sell Practice

Anyone looking to sell a book in Central Mass?

Looking for practices in Oklahoma and Arkansas to possibly purchase.

Www.joinsfm.com. We are a firm based in Central Florida. Also have branches in Ohio. If you are looking to join a good independent practice that has a guaranteed succession plan......check out our website. 34 years in business and rank in the top 5 largest financial planning firms in Central Florida. Check is out.

Anyone in metro DC looking to transition out?

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Looking to buy a book in Colorado if anyone knows of anyone

Hello, I am looking to buy a book of business in the Nashville, TN area. If anyone knows of someone selling, I would appreciate you passing this along.

Let's grow this puppy. Deals Deals Deals!

Any RIAs in upstate NY looking to sell? We custody with Schwab and have been in business for 30 years.

like

Bucks County, PA. Depending on size of book can purchase immediately or being a longer term succession plan.

Great team in Minneapolis happy to discuss transitions, purchases or sales in the upper Midwest. Cetera hybrid and independent R IA options. Call 612-436-3770.

Looking to purchase book in Western MA. Looking for approx $10mm in assets.

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Any sellers out there? Where do we find the old dudes?!

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Anyone in Maine or New Hampshire?

Anyone here had success in purchasing a book? If so, would love to hear about transaction and how it went.

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Looking for a book of business in Indiana. 765-247-2423 text or call. If there is any interest

Thanks

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Looking to buy a book in the nyc / Long Island area

Looking to aquiring additional assets and clients. Anywhere in Ohio, Greenville SC, gulf areas of Florida or Jacksonville FL Preference. Dually registration with NFS/ Fidelity custodian. Redtail CRM. MoneyGuide Pro and Riskalyze planning software.

14 years experience with 9 years solo. Would prefer to aquire to transition.

like

How do you find firms/books of business to buy? All the posts on here are buyers looking for sellers. Where do you go to find someone looking to sell or retire?

Are there Independents and Wirehouse / solo practitioners / teams in the U.S. or in the NY Metro area seeking a Manhattan office presence? If so, reach me.

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