PRACTICE INFORMATION

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This boutique hybrid RIA based in the Chicago metro area is focused on providing its clients with generational financial planning. Most of the practice’s clients are concentrated in Illinois, Florida, New Hampshire, and California. The practice generated $694,783 in revenue in 2020 from servicing their loyal client base of 66 households that have an average tenure with the practice of 15 years.

The ideal acquisition partner for this practice would be a mid-sized planning centric hybrid RIA. The acquiring firm should have a CFP® on staff and be willing to retain two staff members, one of whom is a CFP®.

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