Anyone have experience acquiring or starting an RIA?
I'm actively exploring the space and looking to connect with people who've been through it. That could mean acquiring an existing book, building a firm from the ground up, or financing a deal on this side of the market. I'd love to hear how you approached it, what you'd do differently, and where the real challenges showed up.
I'm also open to meeting potential partners. If you're working on something in this space, or thinking seriously about it, I'd welcome the conversation.
Feel free to comment below or reach out directly.