Located in a charming suburb northwest of Chicago, IL, this RR/IAR practice prides itself on being proactive to ensure clients are minimizing risks while still achieving their financial goals. Started over 20 years ago, the cornerstone of this practice is its trusted team of financial advisors and support staff that provide expert guidance to clients and assist them with navigating life’s planned and unplanned events. With annual gross revenue exceeding $2.6 million, approximately $2.2 million of which is from $179 million in fee-based assets, this practice would make a great addition to a firm seeking to establish or expand in the Chicago area.
The preferred buyer is a well-established hybrid RIA willing to retain the seller’s current staff and office space. The seller also prefers a technologically savvy buyer.