Practice for Sale

This growing RIA practice located in northern New Jersey provides comprehensive financial and investment management services to its 127 client households, with half of the households being high net worth. In 2022, this practice generated over $1.67 million in revenue from managing approximately $190 million in assets, and is on a continued growth trajectory this year.

The ideal acquisition partner for this practice would be a well-established RIA or hybrid RIA that provides bespoke comprehensive financial planning services, inclusive of tax and estate planning, to its clients. The ideal partner would have a presence in the northern New Jersey area and be able to provide meaningful employment to the practice’s 4 long-term employees post-transaction.