PRACTICE INFORMATION

This RIA firm in the Dallas, Texas area serves its 290 households with a blend of cutting-edge technology and personalized active wealth management and financial planning. This firm does not believe in a one-size-fits-all approach and thus tailors its wealth management to the individualized needs of each client in order to help them achieve their financial goals, both short- and long-term. Current annual revenue is $1.86 million—all recurring—from $136 million in fee-based assets, which has grown steadily for the past five years. The firm’s two principals have developed strong referral channels in the local area. This firm would make a great addition to a larger RIA firm seeking to establish or expand its roots in the Dallas, Texas area.

Potential buyers should be amenable to a Sell and Stay® arrangement, as three members of the team prefer to remain with the firm post-closing.

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