This RIA based in New England offers financial planning and investment advisory services to its 51 client households. Year to date through June 30, 2022, this practice generated roughly $266,000 in gross revenues from managing approximately $66M in assets. 

The ideal acquisition partner for this RIA would be a well-established firm with an existing presence in the New England area that is a true fiduciary to its clients and has CFP professionals on staff. The principal of this RIA is looking for a glide path post-transition.