Three former CEOs of some of the most admired RIAs in the industry provide a roadmap for developing a foundation for growth.
Research Highlights Lackluster Growth of RIA Firms: Introducing DeVoe GrowthBuilder™ to Accelerate Organic Growth
DeVoe & Company Represented JBJ Invest in its transaction with Creative Planning
DeVoe & Company Expands to 18 Team Members
San Francisco, January 11, 2022 − DeVoe & Company, a leading consulting firm and investment bank serving the RIA industry, recently added five more rock stars to its team to meet the growing demand in the marketplace. Now 18 people strong with 350+ years of collective industry experience, DeVoe & Company has the most experienced consulting and investment banking team serving RIAs.
DeVoe & Company Represented Mindful Money in its Sale to EP Wealth Advisors
Webinar: The Path to Securing Capital
Shifting from an Aspirational Buyer to an Actual Buyer
Many of today’s most active acquirers are RIAs that did their first deal just a few short years ago. MAI Capital Management, for example, has now initiated 10 transactions since 2019, with three acquisitions so far this year. A minority investment from Wealth Partners Capital Group helped jump-start the buying spree.