By the Numbers

  • 700 engagements

  • 100+ clients over $1B in AUM

  • 11-year track record of serving clients

  • 400 years of the team’s collective experience

What Clients Say:

“Experienced advice”

“Expertise”

“Great thought partner”

“Thoroughness”

“Excellent work product and rigor”

“In-depth analysis”

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DeVoe & Company Overview

DeVoe & Company is a leading strategic advisor to RIAs. We offer the most comprehensive set of services to help RIAs optimize their businesses. Our solutions and services are delivered through our unique combination of analytical rigor, strategic thinking, and depth of experience.

We help our clients accelerate the achievement of their goals through three service areas:

Company Highlights

  • DeVoe & Company was founded in 2011 and has grown to become one of the industry's leading consulting firms for RIAs.

  • We have completed more than 700 engagements across consulting, M&A, and valuation, since our inception in 2011. We’ve supported more than 100 RIAs with $1B or more in AUM. The more engagements we work on, the better we get at what we do.

  • Our founder has been a recognized thought leader in succession planning/practice management for 18 years. He was named the ‘RIA M&A Guru’ by Barron’s.

  • David DeVoe is frequently quoted in the top industry publications and speaks at industry conferences, including our own DeVoe events.

  • We publish industry reports, including the quarterly RIA Deal Book.

  • We have the most experienced team: 10 Managing Director level professionals, many of whom have run $1B - $280B RIAs, two are ex-strategic consultants or corporate development leaders. This experience is a phone call away for any client.

  • We don't dilute our energy by stretching our resources across FinTech, Intermediaries, Wirehouses, Insurance Companies, and other distractions. We help RIAs. Period.

Let DeVoe & Company help you with the challenges and opportunities in your business.

Recent Industry Awards & Accolades

Contact Lynn at lynn.kennerly@devoe-co.com or call
415-813-5066 x5 to schedule a time for us to talk.