PRACTICE INFORMATION

22-377 Headers and Charts22-377 Headers and Charts2

This fee-only RIA based in the Pittsburgh metropolitan area provides integrated comprehensive financial planning and investment management to their long-tenured, stable 39 client households. This practice also provides clients with tax advice and tax preparation services. This practice’s trailing 12-month revenue is $463,000 from managing roughly $60 million in assets. 

The ideal acquisition partner for this practice would be an RIA or hybrid with a synergistic client service offering. There is a well-qualified CFP employee that would like to be retained post-sale. The seller would prefer that their acquisition partner have or be willing to establish a local office. 

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