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RIA Registrar
United States
RIA Registrar allows independent financial advisors to concentrate on serving their clients while we take care of the details. We provide turnkey solutions that address all the needs of registered investment advisors and their practices through all the different stages of growth, whether they've just passed the Series 65 exam...
Tags: ria registration ria consulting ria compliance eampo coverage eo coverage

Elite Consulting Partners
United States
Elite Consulting Partners is a consulting firm dedicated to the financial services industry. The company provides strategic advisory services in recruiting, mergers and acquisitions (M&A), and business transitions. Their goal is to empower financial advisors and firms with unbiased guidance, leveraging their deep industry relationships and expertise. The firm offers...
Tags: ria consulting advisor transitions advisor recruiting brokerdealer m a ria rollups +4 more