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DeVoe & Company Appoints Industry Veteran Tom Valverde as Managing Director
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Mar 9, 2026
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Feb 22, 2022
Research Highlights Lackluster Growth of RIA Firms: Introducing DeVoe GrowthBuilder™ to Accelerate Organic Growth
2022
2022-02-22
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Feb 15, 2022
DeVoe Represented JBJ Invest in Joining Creative Planning
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2022-02-15
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Jan 18, 2022
DeVoe Releases RIA Deal Book™ - Q4 2021
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2022-01-18
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Jan 11, 2022
DeVoe & Company Expands Team to 18
2022
2022-01-11
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Jan 4, 2022
DeVoe & Company Represented Mindful Money in its Sale to EP Wealth Advisors
2022
2022-01-04
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Nov 29, 2021
DeVoe & Company Represented Hearthstone Private Wealth Management as it Joins Aspiriant
2021
2021-11-29
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Nov 29, 2021
DeVoe Releases RIA Deal Book™ Alert - An Industry First: 200+ Transactions in a Calendar Year
2021
2021-11-29
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Oct 20, 2021
DeVoe & Company Supports BDO USA as They Add Lowery Asset Consulting
2021
2021-10-20
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Oct 14, 2021
DeVoe Releases RIA Deal Book™ - Q3 2021
2021
2021-10-14
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Oct 5, 2021
DeVoe & Company Represented Private Capital Group in its Sale to Wealthspire
2021
2021-10-05
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Sep 27, 2021
DeVoe Releases RIA Deal Book™ Alert - Industry Eclipses 2020 Transaction Volume Before the End of Q3
2021
2021-09-27
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Sep 21, 2021
DeVoe Supports The Planned Approach in its Sale to Buckingham Strategic Wealth
2021
2021-09-21
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