RIA Merger​/Succession​/Sale

6 days ago Be among the first 25 applicants

(Not a traditional “job” – This is a partnership/acquisition/succession opportunity for established advisors)

Company Description

Inverness Wealth Management (IWM) is a growing and client-focused financial planning firm.. Committed to building secure financial futures, we specialize in serving small business owners, retirees, multigenerational families, and parents managing complex financial needs. Our unique approach is rooted in personalized coaching, thoughtful planning, and ongoing adaptability to help clients define and achieve their goals. Located in Denver, we provide nationwide services with the care and attention we’d want for our own families.

Position Title:

Experienced Independent Financial Advisor or Registered Investment Adviser (RIA) Seeking Growth Platform or Succession Solution

Location:

United States (Remote-friendly | Hybrid options in multiple states)

Opportunity Overview:

• Keep their independence while eliminating operational burdens
• Accelerate organic growth with institutional-caliber marketing, lead generation, and centers of influence support
• Create immediate enterprise value and future liquidity through succession or continuity planning
• Eventually retire or step back with maximum payout and client continuity guaranteed

Ideal Candidates

You are currently:

• An independent financial advisor (Series 65 or 7/66) or owner of a registered investment adviser firm
• Managing $25 million – $500+ million in AUM
• Generating $250k – $5M+ in annual revenue
• Fee-only or fee-based (we support both)
• Frustrated with compliance, technology, HR, or back-office overhead
• Seeking higher payouts, better technology, and real marketing support
• Contemplating succession within the next 0-10 years but want to keep running your practice in the meantime

What We Offer You

• Immediate payout increase – most advisors see 20-40%+ higher take‑home economics on existing revenue
• Full succession/monetization: paid over time or upfront options available
• Equity ownership opportunity in the parent for meaningful partners
• Zero out‑of‑pocket transition costs
• Dedicated transition team, compliance, operations, and investment committee support
• Institutional marketing, digital lead‑gen, SEO
• Flexible models:
  Sub‑acquisition, tuck‑in, merger, or continuity partnership

Next Steps

If you’re quietly exploring options and want a confidential conversation (no obligation, no pressure), please inquire by applying for this open ‘role’. All discussions are 100% confidential.