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AMG is suddenly among the RIA roll-up elite after the Baker Street deal pushes it past $25-billion of AUM

After adding the $5.2-billion San Francisco firm, John Copeland's Florida-based skunkworks is smelling sweet

Author Lisa Shidler February 5, 2015 at 7:07 PM
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Jeff Colin built his RIA to $5 billion in 10 years with DFA, Goldman Sachs and myCFO all part of the recipe.

Jeff Spears

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Peter Ruhlin

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John Copeland

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Jeff Colin

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Jim Milligan

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Michael van den Akker

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Chris Wilkens



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Mentioned in this article:

United Capital Financial Advisers
RIA Welcoming Breakaways
Top Executive: Joe Duran



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