PRACTICE INFORMATION

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This RIA in the northern San Francisco Bay Area is focused on providing each of its 74 diverse households with a high touch personal wealth management experience. Total revenue for 2020 was $635,685, of which $608,849 was from managing approximately $84 million in assets. With an average client tenure of over 22 years, this practice has a very loyal, low-pressure client base.

The ideal acquisition partner for this practice would be a mid-sized RIA firm with at least one CFP® on staff and an established presence in the area. As a Sell and Stay® opportunity, one of the practice’s principals would like to stay on post-sale.

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