Transformational Change
for Advisors through:
- Business Strategy
- Mergers & Acquisitions
- Succession & Partner Additions
- Valuations
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:
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

04.20.15  DeVoe & Company Advises Classic Capital on Successful Sale

Webinar Events
RIA M&A Webinar: $1.6B Merger Success Story and Q2 M&A Update
Argent’s Dave Duchesneau and Beth Gamel discuss their Successful Merger

Monday, July 27th at 1:30 PM PST