Built By the RIA Community
DeVoe & Company is the leading investment bank and consulting firm for RIAs, empowering advisory leaders to build stronger businesses that thrive and delivering perspective you won’t find anywhere else in the RIA industry.
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How We Deliver Value
DeVoe & Company helps RIAs grow stronger, smarter, and more intentional. Our consulting and investment banking services support every stage of a firm’s evolution—from strategy and growth to M&A and succession. We bring clarity to complex decisions and guide leaders toward the outcomes that matter most to them.
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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
What Drives Us
Guided By Principles, Driven By Purpose
Our values shape every decision, reflecting our commitment to clients and our team.
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Fairness & Transparency
We communicate openly and operate fairly, setting clear expectations and ensuring consistency in every engagement.
Honesty &
Integrity
Integrity
We uphold the highest ethical standards, always doing what’s right for our clients, our team, and the industry.
Commitment to Excellence
We strive for exceptional quality in every engagement, delivering insights and execution that exceed expectations.
First Mile &
Extra Mile
Extra Mile
We start strong and finish stronger—bringing proactive effort, thoughtful follow-through, and above-and-beyond service.
Industry Recognition
Award-Winning Firm
David DeVoe Recognized as the Industry's "RIA M&A Guru"
Barron’s named our founder, David DeVoe, the “RIA M&A Guru,” and he has been a recognized thought leader in succession planning and practice management for more than 20 years.
2025 ThinkAdvisor Luminaries Finalist
Thought Leadership & Education
2024 WealthManagement.com “Wealthies” Finalist
The Heart of the Deal White Paper
2023 ThinkAdvisor Luminaries Winner
Thought Leadership & Education, Consulting Firm
2023 WealthManagement.com “Wealthies” Finalist
Valuation Services
2022 WealthManagement.com “Wealthies” Winner
The DeVoe GrowthBuilder
2022 WealthManagement.com “Wealthies” Finalist
RIA Talent Management Study