Succession Link
Succession Link is the leading networking and communication platform connecting financial advisors who are interested in buying, selling or merging their practices. We provide state-of-the-art tools leveraging resources, data, and knowledge to set the stage for desired business expansion and succession planning opportunities.

Jaksot(35)

PRACTICE FOR SALE: $8MM AUM | $300,000 GDC In Grapevine, TX

PRACTICE FOR SALE: $8MM AUM | $300,000 GDC In Grapevine, TX

PRACTICE FOR SALE: $8MM AUM | $300,000 GDC In Grapevine, TX View this Listing: https://successionlink.com/advisors/4348/ Overview: Two partners started and run a hedge fund since 2010 that is an equi...

14 Syys 20171min

Practice for Sale: $8.5MM AUM | $115,000 GDC In Pasadena, CA

Practice for Sale: $8.5MM AUM | $115,000 GDC In Pasadena, CA

PRACTICE FOR SALE: $8.5MM AUM | $115,000 GDC In Pasadena, CA View this Listing: https://successionlink.com/advisors/18748/ Overview: I am seeking to retire and completely sell book of business. Whi...

11 Syys 20171min

$40MM AUM | $200,000  GDC in Albany, NY

$40MM AUM | $200,000 GDC in Albany, NY

PRACTICE FOR SALE: $40MM AUM | $200,000  GDC in Albany, NY View this Listing: https://successionlink.com/advisors/19040/ Overview: 70% managed money 30% insurance products which includes annuities &...

7 Syys 20171min

$73MM AUM | $615,000 GDC In Portland, OR

$73MM AUM | $615,000 GDC In Portland, OR

PRACTICE FOR SALE: $73MM AUM | $615,000  GDC in Portland, OR View this Listing: https://successionlink.com/advisors/17229/ Overview:My practice is for sale. I'm looking to sell by the end of the yea...

7 Syys 20171min

$62MM AUM | $800,000  GDC in Asheville, NC

$62MM AUM | $800,000 GDC in Asheville, NC

PRACTICE FOR SALE: $62MM AUM | $800,000  GDC in Asheville, NC View this Listing: https://successionlink.com/advisors/23542/ Overview: Advisor seeks to merge with an ideal candidate for a few years t...

6 Syys 20171min

$26MM AUM | $287,000 GDC In Dallas, TX

$26MM AUM | $287,000 GDC In Dallas, TX

PRACTICE FOR SALE: $26MM AUM | $287,000 GDC In Dallas, TX View this Listing: https://successionlink.com/advisors/20671/ Overview: We have been registered, either with the SEC or the Texas State Secu...

31 Elo 20171min

$192MM AUM | $1.5MM GDC In Falmouth, MA

$192MM AUM | $1.5MM GDC In Falmouth, MA

PRACTICE FOR SALE: $192MM AUM | $1.5MM GDC In Falmouth, MA View this Listing: https://successionlink.com/advisors/14828/ Overview: Examining continuity and succession options. Full service financial...

29 Elo 20171min

$115MM AUM | $605,000 GDC In Casper, WY

$115MM AUM | $605,000 GDC In Casper, WY

PRACTICE FOR SALE: $115MM AUM | $605,000 GDC In Casper, WY View this Listing: https://successionlink.com/advisors/18011/ Overview: Our firm offers both discretionary portfolio management and 401K con...

25 Elo 20171min

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