Secrets to success for RIAs
Inorganic strategies by size of firm
Firms seeking to buy another RIA:
Firms over $250 million: 25%
Firms over $1 billion: 35%
Firms seeking to hire adviser with a book of business:
Firms over $250 million: 44%
Firms over $1 billion: 53%
Firms seeking to add a principal with transferrable assets:
Firms over $250 million: 18%
Firms over $1 billion: 26%