This fee-only RIA based in the Southeastern Pennsylvania area provides comprehensive financial planning and discretionary investment advisory services to 47 client households. In 2022, this well-established firm generated approximately $343,000 in recurring gross revenue from managing $54 million in assets.
The ideal acquisition partner for this practice would be a planning-focused, fee-only RIA with at least one CFP on staff. The seller is interested in connecting with firms that have a proven track record of exceeding client expectations and a clean compliance history. This is a traditional sale with the sole owner seeking retirement after the client relationships have been successfully transitioned to the acquiring firm.
