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:
10.26.15 DeVoe & Company Releases RIA Deal Book for Q3 2015
07.15.15 DeVoe & Company Releases RIA Deal Book for Q2 2015
05.07.15  DeVoe & Company Announces the Release of the DeVoe RIA Deal Book for Q1 2015

Webinar Events
Maximizing Valuation: How to Increase the Value of Your RIA and Q3 M&A Update
Monday, November 2nd at 1:30pm PST