In the News

We take pride in the fact that DeVoe & Company is quoted in the media more than any other consulting firm or investment bank in the industry. As our passion is to help advisors make the best decisions, we are happy our perspectives are shared so broadly. And we are honored that our points of view are valued by so many.

2017


8 . 28 . 17   |   Wealth Management
Wealth Managers Prepare for Coming M&A Surge

7 . 26 . 17   |   Financial Planning
New wave of bank-RIA deals gathers strength

7 . 25 . 17   |   Financial Planning
United's latest RIA haul underscores rising star of smaller firms

7 . 25 . 17   |   Wealth Management
Latest United Capital Deals Show Consolidators Still Dominate

7 . 24 . 17   |   Investment News
Near-record pace of M&A continues for RIA firms

7 . 24 . 17   |   Financial Advisor Magazine
RIAs On Track For Record M&A Activity, But Decline As Buyers

7 . 20 . 17   |   Financial Planning
New buyer, Wealth Partners, targets smaller RIA firms

7 . 12 . 17   |   Financial Planning
Latest Mercer move highlights hot M&A demand for smaller firms

6 . 29 . 17   |   Financial Advisor Magazine
DiMeo Schneider Buys Orion

5 . 22 . 17   |   Financial Planning             
Prospective sellers should start increasing the firms value now

5 . 9 . 17   |   Financial Planning             
RIA M&A activity hits all-time high but average AUM of sellers plunges

5 . 9 . 17   |   Financial Advisor IQ
Advisors Warned Against “Over-Reaching” in M&A Deals

5 . 9 . 17   |   Investment News
RIA consolidation hits new high in first quarter

 

2016


12 . 20 . 16   |   Financial Planning
Top 10 - Ok, 11 - RIA M↦A tips for 2017

12 . 12 . 16   |   Investment News
Aspiriant picks up $850M Silicon Valley RIA

12 . 01 . 16   |   Financial Advisor IQ
The Rise of the Super-Breakaway Team

11 . 01 . 16   |   insurancenewsnet.com
RIA Mergers & Acquisitions Rise 23 Percent in 3Q

10 . 28 . 16   |   Barron's / ThinkAdvisor
Forecast: A'New Normal' For RIA Deals

10 . 26 . 16   |   ThinkAdvisor
Advisor M&A Surging to Record Year; Should Be 'New Normal': DeVoe

10 . 26 . 16   |  Barron's / InvestmentNews
RIA Deals Set New Mark

10 . 25 . 16   |  Financial Planning
RIA M&A: Heading for a record year?

10 . 24 . 16   |  Investment News
RIA firms see record number of M&A deals in first nine months of 2016

10 . 24 . 16   |  Financial Advisor
M&A Activity On Pace For New High

10 . 06 . 16   |  Financial Advisor
Parallel Advisors Adds Former Fidelity Director

9 . 16 . 16   |  RIABiz
The FPA Finally Puts On A Better CFP Face And She Lights Up The Hall in Baltimore

9 . 16 . 16   |  Financial Planning
Succession Planning: Why Your Employee Should Not Take Over

8. 26 . 16   |  Financial Planning
Latest RIA mega-deal is a tale of two firms

8 . 24 . 16   |  Financial Planning
Slideshow 'Ninja buyers' dominating RIA deals

9 . 18 . 16   |   Financial Planning
Why United Capital’s Business Strategy is Gaining Traction

8 . 24 . 16   |   Investment News
Strong M&A Market for RIAs Propels Focus Financial Toward Possible IPO

8 . 23 . 16   |   Investment News
What’s Next for Focus Financial?

8 . 22 . 16   |   ThinkAdvisor
Focus Financial Files for 'Confidential' IPO: Report

8 . 17 . 16   |   Financial Planning
RIA sellers guide: Who's buying, and what they want

8 . 16 . 16   |   Financial Advisor IQ
Strategic Acquirers Are Growth Opportunity for RIAs

8 . 16 . 16   |   RIABiz
How Tiedemann and Presidio did a No-cash Merger of Their $4.9 Billio and $4 Billion RIAs – and Their Disarming Honesty About Jitters

8 . 12 . 16   |   Financial Planning
Why Lebenthal’s Wealth Management Venture Didn’t Make It

8 . 11 . 16   |   Financial Planning
Why Fewer Breakaway Brokers Are joining RIAs

8 . 10 . 16   |   ThinkAdvisor
Advisor M&A Maintains Record Pace in First Half: DeVoe

8 . 10 . 16   |   Insurance News Net
RIA Deals Inch Ahead of Last Year in First Half

8 . 10 . 16   |   Financial Planning
RIA Mega-Merger – How Big Is It Really?

8 . 8 . 16   |   Wall Street Journal
Tiedemann Wealth Management and Presidio Capital Advisors to Merge

8 . 8 . 16   |   Investment News
Tiedemann Wealth Management and Presidio Capital Advisors

7 . 13 . 16   |   Wall Street Journal
Wealth Adviser Daily Briefing: Dow, S&P 500 Close at Record Highs

7 . 12 . 16   |   Investment News
M&A Deals for Billion-Dollar Advisory Firms Double This Year

6 . 5 . 16   |   Investment News
RIAs Are Losing Their Competitive Advantage

6 . 3 . 16   |   Wall Street Journal
Wealth Adviser Daily Briefing: Prepping a Practice for Sale

6 . 2 . 16   |   Wall Street Journal
How to Prep a Financial-Advice Business for Sale

6 . 1 . 16   |   Wall Street Journal
Wealth Adviser Daily Briefing: Say What? 'I Sold Appreciated Stock to Make the Donation'

5 . 26 . 16   |   Financial Planning IQ
RIA M&A Numbers Suggest it's A Seller's Market

5 . 26 . 16   |   Financial Planning
Carson Becomes Latest RIA to Partner With Private Equity

5 . 25 . 16   |   ThinkAdvisor
Billion-Dollar RIAs Sold in Record Numbers in Q1

5 . 25 . 16   |   Financial Planning
Record Sales For Large RIAs in Q1

5 . 25 . 16   |   Wealth Management
Mega Deals of 2015 Inspire Large RIAs to Sell in Q1

5 . 11 . 16   |   Financial Advisory IQ
Some Sellers Might be Unintentionally Sabotaging Their Own Deals

5 . 10 . 16   |   Wall Street Journal
5 Mistakes to Avoid When Selling a Financial Advisory Practice

4 . 24 . 16   |   Investment News
DOL fiduciary rule could spark acquisitions of RIAs as well as broker-dealers

3 . 30 . 16   |   Financial Advisor
$8 Billion Mercer- Kanaly Merger Works on Several Levels

3 . 29 . 16   |   Financial Planning
Hungry for More: How Private Equity Firms are Snapping up RIAs

3 . 14 . 16   |   BenefitsPro
RIAs Set Record for Mergers & Acquisitions

3 . 2 . 16   |   Financial Planning
$1B Acquisition Boosts Lightyear-owned RIA's National Ambitions

2 . 26 . 16   |   Wall Street Journal
RIA M&A Activity Hits All-Time High

2 . 26 . 16   |   ThinkAdvisor
Wealth Adviser Daily Briefing: Retirees Complain of Wrong Information from Social Security

2 . 25 . 16   |   Investment News
RIA mergers could be headed for another record in 2016

2 . 25 . 16   |   Wall Street Journal
M&A Activity Among Registered Advisers Hits Record

1 . 26 . 16   |   Financial Advisor
L.A. Firm Heads North With $5 Billion Target

1 . 13 . 16   |   Financial Planning
Biggest RIA M&A Deals Set Stage for Active 2016

2015


4 . 24 . 15   |   Wealth Management
Private Equity, Banks get Back in the RIA Deal Game

3 . 19 . 15   |   Financial Advisor
Sailing To The Coasts

3 . 5 . 15   |   RIA Biz
How United Capital's Unconventional Rolling Up of a $2 Billion RIA Reveals How Close the Roll-up Model is to Extinction

3 . 2 . 15   |   Investment News
Is There a Bubble in RIA Prices?

2 . 10 . 15   |   Financial Advisor
RIA M&A Activity Picks Up Pace In January

1 . 26 . 15   |   Financial Planning
Asset Gap: Just How Big Is Focus Financial?

1 . 9 . 15   |   Financial Planning
Focus and United Say They Won’t Go Public in 2015

2014


5 . 27 . 14   |   InvestmentNews
Larry Roth Wants to Double Schorsch's B-D Network

5 . 1 . 14   |   Financial Planning
New Rules for Firm Valuations

3 . 26 . 14   |   Financial Advisor
What’s Next For Nick Schorsch?

3 . 7 . 14   |   RIABiz
Bankers Show Muted Confidence in Competing With RIAs, Fidelity Study Shows

3 . 5 . 14   |   WSJ Wealth Advisor
Young Advisers Build Business Quickly via Acquisitions

3 . 3 . 14   |   Wealth Management
If You Can’t Build It, Buy It

1 . 15 . 14   |   Investment News
Finding Succession Solutions Under Your Nose

1 . 8 . 14   |   Investment News
Focus Financial Adds to 'Hefty' Acquisition War Chest

1 . 8 . 14   |   Financial Planning
Focus Lands 'Unprecedented' $550M Credit Deal from Banks

1 . 7 . 14   |   Investment News
Focus Financial Gets an Injection of Credit, Deepening The Firm's Pockets Ahead of Potential Acquisitions

2013


12 18 13   |   Investment News
Convergent Pushes for Growth in Millionaire Market

12 5 13   |   RIABiz
Mariner Continues its M&A Momentum With The Acquisition of a $700MM NYC Firm.

12 3 13   |   RIABiz
Dynasty Financial Partners Drops its Passive-referral Strategy and Hires a Ex-HighTower Talent to Engineer Proactivity

11 19 13   |   RIABiz
Schwab is Creating an RIA MBA-equivalent to Grease the Skids of Internal Succession -- and Internships to Build an RIA Worker-bee Talent Grab Pile

11 18 13   |   RIABiz
A $1.2-billion RIA is Born on the Rt. 128 Altar as Two $600-million-AUM firms -- one in Hyper-growth Mode by Fidelity Referrals -- Get Hitched

11 13 13   |   FinancialAdvisor
DeVoe, DFA launch Advisor Transition Planning Coaching Program

11 8 13   |   RIABiz
First Republic Pays a Staggering Sum for Luminous Capital, Sources say, and Shifts the Breakaway and M&A Games in the Bargain

11 5 13   |   RIABiz
A $5.5 Billion LA-based RIA is Getting Purchased by First Republic Bank

11 4 13   |   FinancialAdvisor
Argent Wealth and Pillar Financial Merge

11 4 13   |   Argent
DeVoe&Co is leased to Announce it's Engagement on the Argent and Pillar Merger.

10 24 13   |   RIABiz
Ric Edelman is Looking to add a $1-Billion RIA Elephant Even as He Unveils an Online Consumer Strategy Aimed at the Chipmunks

10 24 13   |   ThinkAdvisor
Rollups Account for Majority of Advisor M&A in Q3: Schwab Report

10 23 13   |   Wealth Management
The Odd Couple: Advisors and Accountants

10 23 13   |   RIABiz
The RIA& M&A Market Continues to be a No-show, Though 2012 Pace is Ahead of 2011

 

10 16 13   |   RIABiz
Focus Financial Gets its First Beachhead in HighTower's Backyard -- Buying an Exhibit-A Organic-growth RIA With a Hankering to Go Inorganic

9 30 13   |   RIABiz
M&A Tip From Fidelity's M&A Idea Exchange: Have Dinner With the Buyer/Seller and Their Spouses; Spouses can be an...

9 30 13   |   RIABiz
What Happened When Fidelity Investments Called 25 Deal-making Protagonists to its Boston Sanctum for a Talk About the Suboptimal RIA M&A Market

7 15 13   |   Investment News
Focus Sells Stake to Private Equity / LBO Shop Centerbridge.

7 15 13   |   RIABiz
United Capital and Sanctuary Close $200MM AUM Deals.

6 20 13   |   RIABiz
Fidelity's Partnership With Live Oak for SBA Loans

5 18 13   |   Investment News
NFP Goes Private: Madison Dearborn Acquires the Organization.

1 28 13   |   RIABiz
M&A Slowed in 2012: Lower Transaction Volume is Concerning Given Industry Demographics.

1 25 13   |   RIABiz
Banyan Partners Hires Dell-Orfano After Raising Capital.

1 24 13   |   RIABiz
Scott Dell'Orfano Lands at a $1.4 Billion RIA With Plans to Deal its Way to $10 Billion…

1 24 13   |   RIABiz
Focus' Value Proposition Paying Dividends: DeVoe & Co's Perspective on How Focus Helps Affiliates With 'Sub-acquisitions…

1 10 13   |   RIABiz
Focus Acquires $1.5MM Merriman. Insights into Merriman's Decision Making Process and Perspective from DeVoe & Co in RIA

1 4 13   |   RIABiz
Private Equity Likely to Continue Investing in RIAs: DeVoe & Co Perspective on Private Equity's Role in the Independent . . .

2012


11 20 12   |   The Mutual Fund Wire
Article With More dDtail on the DFA / DeVoe & Co Transition Program

11 19 12   |   RIABiz
Focus Launches Succession Planning Structure, Providing Another Needed Alternative for Advisors Without a Plan.

11 19 12   |   RIABiz
I Like Schwab's 'RIA MBA' Program to Help Develop Future Successors. It Helps Close the Talent Gap. DeVoe & Co Perspect

11 19 12   |   Family Wealth Report
Recap of Schwab IMPACT Conference and Perspective on New Entrants Into the Advisor Market From DeVoe&Co

11 13 12   |   Financial Advisor
DeVoe & Company Forges Partnership With Dimensional Fund Advisors to Help DFA clients With Transition Planning.

11 8 12   |   RIABiz
More Details on the Luminous / First Republic transaction: DeVoe&Co Perspective on the Rumored Valuation.

11 5 12   |   RIABiz
$5.5B Luminous is Acquired by First Republic.

10 30 12   |   RIABiz
Ric Edelman's Acquisition and Micro-client Strategies: Perspectives from DeVoe&Co.

10 24 12   |   ThinkAdvisor
More DeVoe&Co Perspective on the Latest Schwab M&A data. Consolidators are the Primary Acquirer Category in 2012 RIA

10 23 12   |   Wealth Management
M&A Between Advisors and Accountants: A Tricky, But Potentially Strategic Combination.

10 23 12   |   RIABiz
RIA M&A Driven by Consolidators in Q3, According to New Schwab Report. DeVoE & Co Perspectives . . .

10 15 12   |   RIABiz
Why, Despite the Howls, the Term 'Roll-up' Should Stay in the RIA Vocabulary

10 16 12   |   RIABiz
Focus Financial Partners Maintains Momentum, Acquiring $500MM Vestor Capital in Chicago.

9 24 12   |   Financial Planning
A New Succession Planning / M&A Online Matching Service launches to help connect Advisors With successors.

9 18 12   |   RIABiz
HighTower Launches 'Alliance' Program, Validating Dynasty's Business Model.

9 18 12   |   Investment News
Finding the Right Candidate for an M&A Transaction

9 18 12   |   Financial Advisor
Learn toFfocus on the Things That Drive Up the Value of Your Practice.

7 30 12   |   RIABiz
Some of my Perspectives on RIA M&A in 2012

7 26 12   |   Investment News
Finding the Right Candidate for an M&A Transaction

5 31 12   |   RIABiz
Mintz Levin Sells its $1.2 Billion RIA, and Focus Financial Nabs the Assets Through a Partner Firm

5 30 12   |   Investment News
Big in Boston:  Colony Expands With Mintz Levin Merger

 

5 24 12   |   RIABiz
Summit Partners is Reportedly Shopping Around its Stake in Focus Financial

4 22 12   |   Investment News
Why Ric Edelman is Going Private

4 19 12   |   RIABiz
Roll-Up-Like Deals Back on the Rise in First Quarter as RIAs Look For Succession Plans

4 17 12   |   RIABiz
Ric Edelman Strikes a Private-Equity Deal That Subtracts $2 Million in Expenses--Now Let the After-Bidding Begin

4 6 12   |   Investment News
Affiliated Managers Group Takes Maiden Wealth Management Stake With Veritable Deal

4 5 12   |   Fund Fire
Wirehouses Skip Ride on Indie Advisor Group

4 5 12   |   Registered Rep
An RIA Consortium With Management Bench Strength Takes Off

2 29 12   |   RIABiz
Two Accounting Firms Abandon Merger Talks Leaving Giant Schwab RIA Surprised and Crestfallen

2 18 12   |   RIABiz
Jon Foster Partners With $40 Billion Institutional Advisory Firm in Bid to Create Big RIA

2 8 12   |   Advisor One
Angeles Investment Advisors, Carson Wealth's Foster Launch HNW RIA

2 7 12   |   RIABiz
Why This Time Dennis Miller is Entrusting His $1.3 Billion RIA to an Advisor Who Sold His $2 Billion RIA

2 2 12   |   b
Mariner Wealth Advisors Buy at $1.3 Billion Wealth Manager that First Unwound its Ties to a Bank

1 25 12   |   CNBC
Sales of Financial Adviser Fell in 2011

1 22 12   |   Financial Advisor
Advisors in a Darwinian World

1 22 12   |   Investment News
More Wirehouse Brokers Expected to Bolt This Year

1 11 12   |   Registered Rep
Booming Outsourcing Biz Gets Boost from LPL-Fortigent Deal

1 6 12   |   Advisor One
Jan 18 Webinar to Focus on Key Issues, Strategies for Advisors in Transition

1 3 12   |   Advisor One
LPL Financial to Acquire Alternative Investment Firm Fortigent

1 3 12   |   FA News
LPL Financial Agrees to Buy Fortigent

1 3 12   |   Registered Rep
LPL Acquisition of Fortigent Provides Stronger Foothold in RIA, HNW Market

1 3 12   |   b
LPL Makes Big Advance into the RIA Business With Fortigent Acquisition

1 3 12   |   Financial Advisor
LPL Financial Agrees to Buy Fortigent