ADVISOR OPPORTUNITIES
Partner Criteria

We are looking for advisers to join CAP Partners who seek greater independence in running their practice. We are eager to hear from advisers and registered representatives about their book of business that meet all of the following criteria:

  1. Advisors with a minimum of $20 million in assets under management, or $200,000 in annual production.
  2. An adviser(s) whose majority of client accounts are fee-based or can be converted to fee-based accounts.
  3. Advisers that incorporate (or wish to incorporate) comprehensive financial planning into their practice.

We are not interested in partial books of business. We like to keep the whole client base intact. We can promise complete confidentiality.

If your practice fits the above criteria, please contact us.