For Advisors
For many owners of RIA firms, there comes a time when selling may be the best option to achieve business or personal goals.
We understand that selling your RIA is not a decision to enter lightly. Like you, we consider transparency and accountability priceless.
Our founders, Lance and Reid Larson, successful entrepreneurs, and businessmen, were looking for a financial advisory firm to manage their personal assets. What they found were many “institutional-like” firms that did not deliver the type of high-touch experience that they demanded.
Based on their extensive search, they decided to build their own RIA that would deliver the type of customer experience, along with institutional-quality investment management that is missing from the very crowded RIA space today.
The M&A environment for RIAs continues to be very strong and competitive, even with market volatility coming into play.
Our value proposition is considerably different from many other firms that are acquiring now because we are not VC-funded, we don’t have the operational pressures that typically are associated with VC-funded firms.
We believe in independence.
To see if we’re a good fit for your values and needs, contact us today to learn more.
Our Industry Partners
