Strategy. Growth. Transformation. Delivered.
As the leading investment bank and consulting firm focused exclusively on RIAs, we guide firms through decisions that define their future.
By the numbers
An Unparalleled Track Record
Delivering measurable results for RIA clients.
2011
Where our journey began
950+
Engagements
86
Total RIA transactions
500+
Years of combined experience
540+
RIA clients supported
23
Dedicated team members
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our purpose
Making a meaningful impact drives everything we do at DeVoe & Company. We help advisory firms achieve their unique goals and grow with intention by providing practical guidance, real-world perspective, and deep RIA expertise. With leaders who’ve walked in your shoes, we sharpen decisions, strengthen strategy, and keep people at the center of lasting success.
our services
Comprehensive Solutions Designed for RIAs
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Consulting
We help advisory firms navigate transitions, pursue growth, and achieve their unique goals with guidance aligned to their vision and long-term success.
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M&A Advisory
Every transition shapes your firm's future. We help you maximize value, negotiate thoughtfully, and navigate complexity with a focus on what matters most.
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Valuation
Valuation isn't just a number, it's a strategic tool. Our DCF-based analysis reveals what drives your firm's value and how to strengthen it.
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Growth
Create a growth culture. Our framework sharpens strategy and execution, unlocking disciplined, sustainable, organic growth.
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Delivering Results
Partnerships We've Proudly Supported
upcoming events
Connect With Industry Leaders
Community. Insight. Inspiration. Unforgettable events with the industry's best and brightest. See you there.
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C.J. Rendic
Chief Executive Officer
Parallel Advisors
"DeVoe & Company was the perfect partner—connecting us with a firm that shared our values and guiding us every step of the way."
Sue Stevens
Regarding her sale
to Buckingham Strategic Wealth
"DeVoe & Company was the perfect partner—connecting us with a firm that shared our values and guiding us every step of the way."
Tony D’Amico, CFP®
Founder & CEO
Fidato Wealth LLC
"DeVoe & Company was the perfect partner—connecting us with a firm that shared our values and guiding us every step of the way."
“DeVoe & Company has the team, approach, and broadest set of capabilities. They are our long-term thought partner.”
“DeVoe & Company helped educate us on the nuances of understanding and negotiating a transaction where everyone wins. We couldn’t have done it without them.”
“This Growth Accelerator is great not only for tactical strategy, but also for providing insights into the growth mindset required to execute it.”
Industry Perspectives
Insights on the RIA Landscape
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