Broker Check

Corporate Acquisition

We are always looking for opportunities to increase our value proposition to our current and future associates. Growing our size and scalability is one way we are able to accomplish that goal. We are interested in acquiring firms that meet the following criteria:

  • Corporate/Regional/OSJ structured firm with a back-office support and service model similar to ours
  • RIA with a majority of its assets produced by its supervised investment advisor representatives

If your firm matches either of these descriptions and you are interested in learning more about our acquisition process, we'd love to hear from you!

Contact Us For More Information

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