RIA M&A expert. Passionate about helping advisors run better businesses. Advocate for the independent wealth management community.
San Francisco
Joined November 2011
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Good times in Seattle! Well, Bellevue technically but - great times, indeed. @Schwab4RIAs
David DeVoe retweeted
I’m with the man himself @DavidDeVoe1 and we’re just a few minutes away from kicking off “Growth Day” at #DeVoeElevate2024! Looking forward to this fireside chat with Pershing’s Ben Harrison. 💪
So many great speakers lined up for you this year. Can’t wait to see everyone!
🚨Don’t miss out: @MercerAdvisors’ Gary Foodim and Bryan Powers to share growth playbook at #DeVoeElevate2024.
Gary and Bryan will dive deep into digital marketing, lead generation, and data intelligence to attract new clients.
See you there! devoeandcompany.com/elevate
Had a blast moderating a session with this dream team of acquirers. Thank you for having me at the @barronsadvisor Independent Summit!
@SavantWealth, MAI Capital Management & @StewardPartners
David DeVoe retweeted
🥳Happy International Women's Day!
DeVoe & Company is proud to support the many Women in Wealth! Our team is full of intelligent women, working to progress the future of the wealth management industry.🥂
David DeVoe retweeted
🌟 On International Women's Day, we are pleased to share that DeVoe Special Advisor @PeggyRuhlin has created and launched the Wealth Is Women’s Work CFP Exam Scholarship.
The new initiative supports women aspiring to become CFPs. 🥳
Read the full story:
investmentnews.com/industry-…
Gotta love the NASCAR Hall of Fame, but Lightning McQueen is an icon. Thank you @dimensional for inviting me to speak at your Deals and Succession conference. A great group!
Nothing like riding a bike to your presentation! Can’t wait to get onstage at @Pershing Elite #eliteadvisorsummit
David DeVoe retweeted
🚨Now Available: The DeVoe & Company Annual RIA M&A Outlook
We are thrilled to share the sixth annual report highlighting advisor expectations for M&A trends including buyer and seller aspirations, motivations, and fears.
Download your copy now: devoeandcompany.com/ma-outlo…
I'll see you on the road!
🥳We are excited to share that our CEO and Founder, David DeVoe, will be speaking at @Pershing's Elite Advisor Summit on March 5th.
We'll see you there!
Looking forward to this!
Our CEO and Founder, @DavidDeVoe1 will be speaking at @MatsonMoney's 2024 Advanced Advisor Conference on March 8th. We hope to see you there!
Learn more:
events.matsonmoney.com/event…
I’m looking forward to presenting at Dimensional’s upcoming Deals & Succession Conference in the Bringing Clarity to the M&A Landscape session.
Very excited for this! Can't wait to see @AaronKlein on stage in May!
We are thrilled to announce @AaronKlein as a keynote speaker at #DeVoeElevate2024!
In a fireside chat, Aaron will share the insights he gained from working with thousands of advisors, as well as his own growth journey.
Learn more: devoeandcompany.com/elevate
David DeVoe retweeted
☀️Join us for sunshine and next-phase business planning.
#DeVoeElevate2024 will be in Scottsdale this year!
✔️Drive organic growth.
✔️Optimize your human capital plans.
Earliest bird ends soon! devoeandcompany.com/elevate
David DeVoe retweeted
It’s time! The Q4 2023 DeVoe RIA Deal Book is here.
In short, RIA M&A activity slowed in 2023, resulting in the first annual decline in volume in more than a decade.
Check out the Deal Book, distributed in partnership with @CapitalGroup, here: devoeandcompany.squarespace.…
Our happy client after signing agreements to join forces with a buyer earlier this week. Exciting start to the year.
Stoked to see our clients realizing the value of our rockstar team! More of this in 2024!
Well deserved, Mark!
🎉Congratulations to Managing Director, Mark Wilcox, for receiving the highest Net Promoter Score for not one… but two client engagements in one week!
NPS is a measure of client satisfaction, with 10 being the highest score.
Learn more about our team: devoeandcompany.com/team
Thank you for having me @RFGAdvisory.
🎙 @DavidDeVoe1 joined Shannon Spotswood to talk about the impending "succession crisis" on @RFGAdvisory's Disruption Blueprint Podcast.
Listen to hear how self-reflection and intentionality could be the first step to solving the problem.
Full episode:
disruption-blueprint-podcast…
Join us tomorrow!
📆Next Week: Join DeVoe & Company's managing directors, Adam Levy and Brad Grubb to learn how investors are valuing RIAs, including the best and worst ways to value a firm.
Register here:
us06web.zoom.us/webinar/regi…
