PRACTICE INFORMATION

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Located in the Greater Boston area, this client-centric RIA prides itself in providing strategic and objective financial counsel to its clients. This practice’s typical client is looking for long-term financial guidance, not quick tips on the “stock of the week.” Started over 30 years ago, this practice generates 99% of its annual gross revenue from approximately $114 million in assets under management. With established referral channels and an average client tenure of 12 years, this practice would make a great addition to a larger regional RIA firm seeking to establish or expand its roots in the Boston area.

The two practice owners, with over 45 years of combined experience as financial advisors, as well as their office manager wish to remain post sale. The preferred buyer would be a well-established hybrid RIA firm that is looking for a merger or “sell-and-stay” opportunity. The buyer must agree to use TD Ameritrade, Inc. as the custodian for the seller’s clients post sale.

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