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CIM9000948
Wealth Management Firm for Sale
$12 Million
$4.5 Million
New York, NY
A leading wealth management firm specializing in financial advisory, retirement planning, and alternative investments. The firm serves high-net-worth individuals, business owners, and families across various industries.
CIM9000947
Wealth Management Firm for Sale
$10 Million
$3.5 Million
San Francisco, CA
A boutique wealth management firm specializing in financial planning, investment management, and estate planning for high-net-worth clients in the tech industry.
CIM9000946
Wealth Management Firm for Sale
$16 Million
$5 Million
Dallas, TX
An established wealth management firm offering comprehensive financial planning and asset management services to clients in the energy and technology sectors. The firm has strong retention and expansion potential.
CIM9000945
Wealth Management Firm for Sale
$11 Million
$3.9 Million
Miami, FL
This wealth management firm specializes in retirement planning, investment management, and tax-efficient wealth strategies for high-net-worth clients in South Florida.
CIM9000944
Wealth Management Firm for Sale
$14 Million
$4.8 Million
Los Angeles, CA
A full-service wealth management firm that offers tax-efficient investment strategies, retirement planning, and estate planning services for high-net-worth families.
CIM9000943
Wealth Management Firm for Sale
$15 Million
$5 Million
San Francisco, CA
A wealth management firm specializing in investment management, retirement solutions, and estate planning for affluent individuals in the tech industry.
CIM9000942
Wealth Management Firm for Sale
$13 Million
$4.2 Million
Chicago, IL
A financial advisory firm providing retirement planning, investment strategies, and tax planning for executives and small business owners. The firm has a strong local client base and significant expansion opportunities in emerging markets.
CIM9000941
Wealth Management Firm for Sale
$17 Million
$6 Million
New York, NY
This firm provides investment advisory and financial planning services to high-net-worth individuals in the finance and real estate sectors. The firm has strong growth potential through expansion into the private equity market.
CIM9000940
Wealth Management Firm for Sale
$16 Million
$5.5 Million
Miami, FL
A boutique wealth management firm specializing in high-net-worth families and business owners. The firm provides tax advisory, estate planning, and investment management for clients in the real estate and financial services sectors.
CIM9000939
Wealth Management Firm for Sale
$14 Million
$5 Million
San Francisco, CA
A comprehensive wealth management firm offering investment advisory, retirement planning, and tax-efficient strategies. It specializes in tech entrepreneurs and has strong ties to the Silicon Valley startup ecosystem.
CIM9000938
Wealth Management Firm for Sale
$12 Million
$4 Million
Dallas, TX
This wealth management firm provides financial planning, investment advisory, and retirement solutions for high-net-worth individuals in the energy and technology sectors. The firm has a growing client base and is poised for further expansion.
CIM9000937
Wealth Management Firm for Sale
$18 Million
$6.5 Million
Los Angeles, CA
A well-established wealth management firm providing holistic financial planning, tax advisory, and investment services. It serves executives, entrepreneurs, and tech founders in the Silicon Valley area.
CIM9000936
Wealth Management Firm for Sale
$17 Million
$6 Million
Miami, FL
This wealth management firm provides investment advisory and estate planning services to affluent clients in the real estate and financial services sectors. It has strong ties with the luxury real estate market in South Florida.
CIM9000935
Wealth Management Firm for Sale
$16 Million
$5 Million
New York, NY
This boutique wealth management firm offers investment management, retirement planning, and tax-efficient strategies to executives and affluent individuals in the finance and technology sectors.
CIM9000934
Wealth Management Firm for Sale
$11 Million
$3.8 Million
Chicago, IL
A financial advisory firm specializing in estate planning and tax strategies for high-net-worth families. The firm has a strong regional presence and is known for its holistic approach to wealth management.
CIM9000933
Wealth Management Firm for Sale
$13 Million
$4.5 Million
San Francisco, CA
An established firm providing comprehensive wealth management services, including tax-efficient investment strategies, retirement planning, and estate planning. The firm serves high-net-worth individuals, primarily in the tech and biotech industries.
CIM9000932
Wealth Management Firm for Sale
$8 Million
$3 Million
Dallas, TX
This wealth management firm focuses on investment advisory, financial planning, and retirement solutions for high-net-worth individuals in the energy sector. The firm has a loyal client base with strong growth potential through expansion into other regions.
CIM9000931
Wealth Management Firm for Sale
$10 Million
$3.5 Million
Miami, FL
A boutique wealth management firm specializing in real estate investment advisory, tax-efficient investment strategies, and estate planning. The firm caters to affluent clients in the real estate and finance sectors.
CIM9000930
Wealth Management Firm for Sale
$9 Million
$3 Million
San Francisco, CA
A wealth management practice offering financial advisory and retirement planning to entrepreneurs and executives in the tech and biotech industries. The firm has a well-established client base in Silicon Valley.
CIM9000929
Wealth Management Firm for Sale
$7 Million
$2.3 Million
Los Angeles, CA
A financial advisory firm that provides a holistic approach to wealth management, specializing in alternative investments, portfolio management, and tax-efficient strategies. The firm serves high-net-worth individuals in real estate and technology sectors.
CIM9000928
Wealth Management Firm for Sale
$15 Million
$5 Million
New York, NY
A full-service wealth management firm offering financial planning, asset management, and tax advisory services. It serves a high-net-worth clientele, focusing on diverse investment strategies and estate planning.
CIM9000927
Wealth Management Firm for Sale
$12 Million
$4 Million
Chicago, IL
This firm provides retirement planning, financial advising, and estate planning for high-net-worth individuals in finance, real estate, and medical sectors. The firm has a strong reputation and consistent revenue from long-term clients.
CIM9000926
Wealth Management Firm for Sale
$10 Million
$3.5 Million
San Francisco, CA
A wealth management firm serving tech entrepreneurs and high-net-worth individuals. The firm specializes in investment advisory, retirement planning, and estate planning services. Significant growth potential with expanding client outreach.
CIM9000925
Wealth Management Firm for Sale
$8 Million
$2.8 Million
Miami, FL
A boutique wealth management firm that provides comprehensive financial planning and asset management. The firm has been serving affluent clients in the real estate and finance sectors for over a decade.
CIM9000924
Wealth Management Firm for Sale
$7 Million
$2.5 Million
Dallas, TX
A diverse wealth management firm offering investment management, tax planning, and retirement planning services. The firm has a solid client base of high-net-worth individuals in Texas with strong opportunities for expansion.
CIM9000923
Investment Advisory Firm for Sale
$6 Million
$2 Million
Chicago, IL
A reputable investment advisory firm serving high-net-worth clients, providing tax-efficient strategies, retirement planning, and alternative investment options. The firm has established partnerships with venture capital and private equity firms.
CIM9000922
Wealth Management Firm for Sale
$5 Million
$1.5 Million
Los Angeles, CA
This boutique wealth management firm provides services to affluent individuals, specializing in tax-efficient investments, estate planning, and asset management. Growth potential lies in expanding its client base and service offerings.
CIM9000921
Wealth Management Firm for Sale
$4 Million
$1.3 Million
San Francisco, CA
An established wealth management firm serving tech entrepreneurs and executives in Silicon Valley. The firm provides investment advisory, tax planning, and retirement solutions.
CIM9000920
Financial Advisory Firm for Sale
$3 Million
$1 Million
New York, NY
This firm offers a range of services, including investment management, estate planning, and tax advisory for high-net-worth individuals in the financial services industry.