In the RIA space, we have a number of very prestigious private equity relationships many of whom may serve as the perfect fit for your growth. These clients of ours are willing to lift you out of a wirehouse, set you up as an RIA (bringing to bear their expertise in doing so and their weight to negotiate your vendor relationships) and - most importantly - use their deep pockets to exploit this demographic paradigm shift and aggregate retiring books and smaller RIA's without succession plans; All in order to give you the assets to manage. And that is the relationship: They aggregate assets and you manage them.

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With over a trillion dollars of dry power, private equity is circling the very profitable advisory space with very interesting and dynamic opportunities for the advisor on their toes in a rapidly changing industry.