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LEADERS IN CONSULTING, M&A, AND VALUATION FOR WEALTH MANAGEMENT FIRMS

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RECENT RIA M&A TRANSACTIONS DEVOE & COMPANY HAS SUPPORTED. sEE MORE.

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recent RIA Industry Awards & Accolades

Michael Kitces’ The 18 Best Financial Advisor Conferences To Attend In 2025 - DeVoe Elevate
2024 WealthManagement.com “Wealthies” Finalist – The Heart of the Deal White Paper
Michael Kitces’ The 10 Best Financial Advisor Conferences To Attend In 2024 - DeVoe Elevate
2023 ThinkAdvisor Luminaries Winner– Thought Leadership & Education, Consulting Firm
2023 WealthManagement.com “Wealthies” Finalist – Valuation Services
Michael Kitces’ 9 ‘Best’ Financial Advisor Conferences (For Scaling Up) In 2023 - DeVoe Elevate
2022 WealthManagement.com “Wealthies” Winner - The DeVoe GrowthBuilder
2022 WealthManagement.com “Wealthies” Finalist - RIA Talent Management Study
2022 ThinkAdvisor Luminaries Finalist – Thought Leadership & Education, David DeVoe
2021 WealthManagement.com “Wealthies” Winner - The DeVoe Accelerator Program
2020 WealthManagement.com “Wealthies” Winner – DeVoe CapitalWorks™