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Consulting

When Decisions Matter Most, We Guide the Way

You’ve built a great firm. We collaborate closely with you to build on your strengths and take your firm to the next level.

Trusted Advisors for RIAs

The DeVoe Difference

Throughout the engagement, we balance analytical rigor with practical insight to support thoughtful change and effective execution.

The Right People
We have the largest team exclusively focused on RIAs, with an average of nearly 25 years of experience. Our advisors include McKinsey-trained strategy consultants and former CEOs and COOs of $1B+ RIAs.
The Right Expertise
Hard-won RIA expertise allows us to advise on every major strategic decision your firm faces.
The Right Approach
We begin with your goals and strategic context, apply rigorous analytics and structured thinking, and deliver solutions that help you make confident, high-impact decisions.

What We Do

Key Areas of Expertise

Having seen firsthand the change management your solutions require, we craft strategies that perform in the real world—not just in polished presentations—and the areas below reflect a sample of where we can help.

Business Strategy

  • Strategic Planning
  • Performance Management
  • Forecasting
  • Benchmarking & Positioning
  • Opportunity Assistance

Succession Planning

  • Governance
  • Equity Migration
  • Partnership Criteria
  • Access to Lenders

Human Capital Strategy

  • Incentive Compensation
  • Equity Migration
  • Partnership Criteria
  • Career Pathing
  • Senior Management Coaching
  • Performance Management
Business Strategy

Business Strategy

  • Strategic Planning
  • Performance Management
  • Forecasting
  • Benchmarking & Positioning
  • Opportunity Assistance
Succession Planning

Succession Planning

  • Governance
  • Equity Migration
  • Partnership Criteria
  • Access to Lenders
Human Capital Strategy

Human Capital Strategy

  • Incentive Compensation
  • Equity Migration
  • Partnership Criteria
  • Career Pathing
  • Senior Management Coaching
  • Performance Management

DeVoe Masters Program

Individual Business Coaching

DeVoe Masters Program offers one-on-one coaching with former RIA leaders who have run firms themselves and truly understand the challenges you face. Whether it’s driving growth, developing talent, optimizing operations, or navigating M&A strategy, we pair you with a coach who has “been in your shoes” and can provide guidance grounded in real-world experience.

Each engagement is tailored to your priorities and your firm’s unique needs. Your coach becomes a trusted sounding board—a confidential space to think strategically, make better decisions, and accelerate results. From day-to-day operations to long-term planning, Masters coaching helps you unlock the full potential of your leadership and your business.

In addition to our Managing Directors, we bring in recognized industry leaders as Special Advisors and coaches.

  • John Mittnacht, former Chief Marketing Officer, Focus Financial Partners ($350B+)
  • Ed Moore, former President, Edelman Financial Services ($290B)
  • Peggy Ruhlin, retired Chair of the Board of Directors, Budros, Ruhlin & Roe, Inc. ($3.5B)
Learn More
Our Approach
We define your ideal acquisition profile and proactively identify unique, off-market strategic opportunities.
Our Approach
We define your ideal acquisition profile and proactively identify unique, off-market strategic opportunities.

Partner With Experts Who Understand Your Challenges—Reach Out Today.

Talk to Us

SPECIALIZED SOLUTIONS FOR RIAS

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M&A Advisory

Many firms underestimate the complexity of M&A. Our approach is deliberate and strategic, focused on finding the right partner for your business, your people, and your legacy.

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Valuation

Understanding your firm’s value is the first step toward unlocking its full potential. We turn knowledge into power that drives real, lasting value.

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Growth

Sustainable growth requires focus and commitment. We help you design and implement repeatable growth engines that drive scalable, sustainable performance.

Proven Success

Hear From the Leaders We've Advised

“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.”

Connect with Us

We're the Experts
— Guiding You to Success

We help advisors build better businesses. With perspective from leaders who’ve sat in your shoes, our team moves your firm toward the future you want.

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