Financial Advisor (Registered Investment Advisors)

Job Openings Financial Advisor (Registered Investment Advisors) About the job Financial Advisor (Registered Investment Advisors) Are you a seasoned financial advisor with a successful book of business looking for better support, succession planning, or growth opportunities ? We are seeking experienced Registered Investment Advisors (RIAs) and Wealth Advisors who manage a minimum of $30M AUM and are open to exploring new partnerships that provide enhanced back-office support, growth opportunities, and succession planning. Why Consider a Transition? Many independent advisors struggle with growing compliance demands, operational inefficiencies, and succession planning. By partnering with the right firm, you can: Retain the majority of your earnings while gaining access to top-tier support Reduce administrative burdens so you can focus on clients and business growth Scale your practice faster through acquisitions, marketing, and operational backing Plan for the future with structured succession planning and exit strategies Join a well-respected firm offering world-class resources, office space, and technology

Minimum $30M AUM under management Located in North America No recent terminations, non-compete, or non-solicit restrictions Looking for a better support structure, growth strategy, or succession plan Your Options: We work with leading broker-dealers, RIAs, private wealth firms, and banks across the U.S. to match advisors with the best possible structure for their business goals. Whether you want growth, operational support, succession planning, or a higher business valuation, we can help.