@successionresourcegroup
Award-winning business solutions for independent financial advisors
Listen to The Fine Print Podcast
Listen to The Fine Print Podcast
SRG Off Script
Your Employment Agreement Won’t Protect You Like You Think (Ep. 29) - Succession Resource Group - Award-Winning M&A Experts
Your Employment Agreement Won’t Protect You Like You Think (Ep. 29) - Succession Resource Group - Award-Winning M&A Experts
Register for our Webinar:
Register for our Webinar:
Reserve your seat for Succession Resource Group's 2026 Advisor M&A Review. Get the latest insights on deal flow, terms, and key trends in independent advisor M&A — live and front row!
SRG In the News: RIA Leaders: Top 10 firms by number of financial advisors for 2025
SRG In the News: RIA Leaders: Top 10 firms by number of financial advisors for 2025
Savant Wealth Management, Moneta Group Investment Advisors and EP Wealth Advisors lead a group of fee-only firms with headcounts well above their peers.
SRG In the News: The RIA founder's dilemma: Choose your successor or sell
SRG In the News: The RIA founder's dilemma: Choose your successor or sell
SRG In the News: The top fee-only RIAs ranked by AUM in 2025
SRG In the News: The top fee-only RIAs ranked by AUM in 2025
SRG In the News: How RIAs can create a succession plan | Financial Planning
SRG In the News: How RIAs can create a succession plan | Financial Planning
SRG is listed in Schwab Affinity Services
SRG is listed in Schwab Affinity Services
Schwab Affinity Services helps you find third-party providers quickly, easily, and at preferred pricing
See Financial Firms for Sale and Express Interest (myCompass)
See Financial Firms for Sale and Express Interest (myCompass)
Watch our 2025 Advisor M&A Industry Report Review
Watch our 2025 Advisor M&A Industry Report Review
See Exclusive Listings of Financial Advisory Practices
See Exclusive Listings of Financial Advisory Practices
Book a Consultation
Book a Consultation
Get Started. Learn more about what we can do for you by scheduling a consultation. Book a Consultation With Us Our Office Succession Resource Group T: 503.427.9910E: info@successionresourcegroup.com12570 SW 69th Avenue Ste 100Portland, OR 97223
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