Registered Investment Advisor; RIA

About the job Registered Investment Advisor (RIA)
Who Were Looking For

Experienced RIAs with $30M+ in assets under management (AUM)

Typically 20+ years in the business
, managing client portfolios

Currently independent or part of a small team, but looking for:

Better operational and compliance support

Scalability & growth opportunities

A structured exit strategy or succession plan

Must not be encumbered by non-compete or non-solicit agreements

Many advisors reach a point where managing compliance, operations, and business growth becomes overwhelming.

Our clientand their network of firms provide:

• Operational & Compliance Support Reduce administrative burdens and focus on serving clients
• Growth Strategies Scale your practice with marketing, operational, and acquisition support
• Succession Planning Secure a structured transition and maximize the value of your book of business
• Competitive Compensation Retain the majority of your income while gaining extensive resources
• Multiple Practice Models Work independently or join an established team for greater collaboration

Our client partners with a range of leading wealth management firms, RIAs, broker-dealers, banks, and private wealth advisory groups across the U.S., including:

Atlantic Wealth Partners

Alliance Bernstein, and more

If you're an advisor looking to eliminate operational challenges, scale your practice, or plan your succession
, we likely have multiple opportunities tailored to your goals. Let's discuss where you are in your business, what you envision for the future, and explore options that align with your needs.