PRACTICE INFORMATION

22-372 Headers and Charts22-372 Headers and Charts2

This fee-only RIA in the Philadelphia Suburbs offers investment advisory and financial, tax, and estate planning services to their 18 client households that are centrally located in the Northeast. This practice offers its services on an ongoing basis for a fee as well as on a one-time or retainer basis. In 2021, this practice generated $125,000 in gross revenues from managing roughly $17.5 million in assets on a non-discretionary basis. 

The ideal acquisition partner for this practice would be an RIA with at least one CFP on staff and a passive investment style that utilizes indexed ETFs. The seller would prefer that their acquisition partner have a custodial relationship with Fidelity and have an office in the Philadelphia area or be willing to visit with clients in person as needed. 

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