This fee-only RIA based in Marin County, California provides investment management services to 35 households, which are largely concentrated in the San Francisco Bay Area. This practice prides itself on its collaborative approach to servicing and educating its clients. In 2021, this practice generated approximately $710,000 in revenue from managing over $75 million in assets. 

The ideal acquisition partner for this practice would be an RIA with significant experience in global investing, ETFs, and building customized portfolios. The seller would prefer their acquisition partner to have at least one experienced CFP on staff. There are two employees who would like meaningful employment with the acquiring firm post-sale. One of whom is a key employee who would make an excellent addition to a firm looking to bolster their investment management or research team. 

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