Blog

A constantly evolving list of Roll Up RIAs or Equity Partners to consider

 

Here is our continuously updated list of firms that you can join, have as an equity partner, or be acquired by.

We also are privately documenting the arrangements offered by each firm, which include differences such as:

  1. provide cash in return for equity position
  2. provide stock options in return for equity position
  3. provide slow exit strategy with income stream
  4. allow you to keep your brand
  5. allow you to keep your own tech
  6. require you to adopt the “mother” firm’s brand
  7. require you to adopt their tech
  8. provide management of staff and operations services

Brief list of firms:

AdvicePeriod
AMG Wealth Partners
Aspiriant
Beacon Pointe
Bronfman Rothschild
Carson Wealth Management
Clearstone Wealth Management (DFA)
Dynasty Capital Strategies
EP Wealth Advisors
Focus Financial
High Tower
Mariner
Mercer Advisors
Savant
Tru Independence

As always, we are here to help if you are unable to navigate the quest for operational excellence.

Sincerely,

Jennifer

Jen

callClick HERE to do a Boost Call to accelerate your research on solutions to measure business health

subscribeClick HERE to subscribe to our complimentary monthly Solutions newsletter

callClick HERE to schedule a quick 15 minute call to learn about our business boosting services

Share:

PS. Want to talk more about how I help businesses make progress and operate better? Click HERE. Want to receive my monthly solutions email? Click HERE.

 

Print This Post Print This Post
Subscribe to our Monthly Business Operations Solutions newsletter
We respect your privacy.