This RIA located in Atlanta provides goal oriented, individualized financial planning to its 54 households. Most of the practice’s clients seek to maintain their current lifestyle into retirement as their main investment objective. The trailing 12 months’ revenue for this practice is over $380,000 from managing almost $51 million in assets. Additionally, 34% of the managed assets are held by family groups where the practice principal has a strong relationship with the next generation.
An ideal buyer would be a mid-sized RIA or hybrid able to maintain one-on-one client contact and provide a tailored client experience. The buyer must be able to travel to or maintain a location in the Atlanta area and preferably have a CFA on staff.