PRACTICE FOR SALE:
$70MM AUM | $500,000 GDC In Bartlesville, Ok
View this Listing: https://successionlink.com/advisors/12528/
Overview: Established 17 year old, 2 person investment advisory firm, seeking an associate for succession planning. Business model is predominately fee based, with some commission based clients. New associate could come with or without a book of business, merger and/or buy in, possibility. We are NOT interested in selling out business to advisors outside our geographic area. We are NOT interested in making a broker-dealer change. Unless you would be open to relocating to our community, then we would not have room for discussion.

$115MM AUM | $605,000 GDC In Casper, WY

Succession Link is the leading networking and communication platform connecting financial advisors who are interested in buying, selling or merging their practices. We provide state-of-the-art tools leveraging resources, data, and knowledge to set the stage for desired business expansion and succession planning opportunities.