Creating
Transformational Change
for Advisors through:
- Business Consulting
- Valuation
- M&A / Investment Banking
Company Overview

DeVoe & Company is a financial services consulting firm committed to creating transformational change for wealth management and investment management advisors. We provide comprehensive strategy and M&A advisory services to help our clients accelerate their ability to achieve their goals.

Leveraging our founder's experience leading Schwab's RIA M&A consulting business and providing strategic counsel to more than 300 advisors during the past eight years, we develop and implement creative solutions tailored to each client's unique needs, goals and situation.

The wealth and investment management industries are highly dynamic and evolving at a fast pace. DeVoe & Company can help you better understand your environment and your options, so you can capitalize on the opportunities.


Press Releases
02.25.16 DeVoe & Company Releases RIA Deal Book 2015 Annual Review
10.26.15 DeVoe & Company Releases RIA Deal Book for Q3 2015
07.15.15 DeVoe & Company Releases RIA Deal Book for Q2 2015

Webinar Events
2015 RIA M&A Year in Review
Thursday, Mar 3, 2016 1:00 PM PST / 4:00 PM EST (60-minute call)