Opportunity for RIAs: Join a HNW Regional Bank

An established HNW Regional Bank based in the New York area is actively seeking to acquire Registered Investment Advisors (RIAs) with assets under management of $1 billion or more. We are particularly interested in firms that have a strong legacy focus, ensuring a seamless transition for clients and employees alike.

Your firm may not have a solid succession plan in place while wanting to keep a commitment to maintaining client relationships. This HNW Regional bank is offering the opportunity to take over back-office operations while allowing founders to continue their legacy—whether by remaining involved in the business or transitioning into retirement. If you’re looking to enhance your practice while preserving the values you’ve built, we’d love to connect!