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

DeVoe & Company is a goal-based consulting firm and investment bank focused exclusively on guiding wealth management and investment management companies to a higher level of success. We provide comprehensive valuation, strategy and M&A advisory services to help you accelerate the achievement of your business goals.

Leveraging our team's 75 years of combined experience in RIA business consulting and management, we develop solutions tailored to your unique goals, needs 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 options, determine your optimal path, and craft a implementable plan for you to capitalize on the opportunities.

Press Releases
2 9 17 DeVoe Releases RIA Deal Book™ - 2016 Annual Review
10 24 16 DeVoe Releases RIA Deal Book™ - Q3 2016
8 10 16 DeVoe Releases RIA Deal Book™ - 2016 Mid Year Review

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