This Colorado-based RIA is focused on providing comprehensive planning and investment management services to its 79 households, most of whom are individuals and business owners located in Colorado’s resort communities. This RIA does not believe in a one-size-fits-all approach and thus tailors its planning and investment management services to the individualized needs of each client in order to help them achieve their short and long-term financial goals. With approximately $650,000 in revenue in 2020 from managing over $74 million in assets, this RIA would make a great addition to a firm looking to expand its presence in Colorado.
The preferred buyer would be a client-centric RIA firm that provides a customized, high-touch client experience. The preferred buyer would have at least one CFP® and ideally a CFA® or CIMA® on staff and have experience with closely held businesses and multi-generational planning. The principal of this RIA would like to retire shortly after the clients have been transitioned