Acquisition & B2B Opportunities

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 and/or partnering with firms that meet the following criteria:
  • Corporate / Regional / OSJ structured firm with a back-office service and support model similar to PFG's
  • Federal or State RIA with a majority of its assets produced by its supervised investment advisor representatives
  • OCIO firm with an established performance track record and steady client base
If your firm matches any of these descriptions and you are interested in learning more about an opportunity to work with us, we'd love to hear from you!

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