PRACTICE FOR SALE:
$115MM AUM | $605,000 GDC In Casper, WY
View this Listing: https://successionlink.com/advisors/18011/

Overview: Our firm offers both discretionary portfolio management and 401K consulting services. We are looking for merger/succession possibilities.

$192MM AUM | $1.5MM GDC In Falmouth, MA

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.