PRACTICE INFORMATION

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This RIA in New York provides clients with comprehensive wealth management services, including investment management, retirement and estate planning, tax planning and compliance, and family office services, among other specialties. The client base of 245 households are mainly high-net worth individuals ($2,000,000+ in AUM) and multi-generational families concentrated in the Northeast. With steady growth and current revenue of $2.079 million on more than $362 million in assets, this practice would make a great addition to a larger firm.

The seller’s ideal buyer match would be a fee-only fiduciary RIA with a client-first mentality and a commitment to providing exceptional service to each client. The buyer must offer a full array of wealth management capabilities including tax compliance under one roof, comparable to the capabilities and offerings for current clients. The buyer must also have high technological proficiency. The principals and at least 7 of the professional staff members of this RIA wish to remain post sale, although, at least for the principals, their glide paths range from approximately 3 to 15 years post-sale.

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