New RIA Seller in Maryland

New RIA Seller in Maryland

RIA For Sale

This is a great opportunity to acquire a streamlined, fee-only RIA, in Southwestern Maryland that has grown steadily over the years. The company has only 59 loyal, high net worth clients. Most of the clients are local and have been with the firm for almost a decade.

The owner is looking for a multi-partner firm that is diverse, transparent, client-focused, and offers various services, including financial planning.

Next Steps:

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