Overview

Pallas Capital Advisors was recently named the #1 ranked Advisor to Watch by Advisor Hub based on our growth, professionalism, and level of service. Our edge is providing comprehensive financial planning and wealth management services to HNW & UHNW clients. We are seeking M&A and succession opportunities for existing teams and RIAs.

We support our advisors with deep technical planning and in-house portfolio management and capital markets expertise, as well as marketing firepower that has propelled significant growth year over year. Fueling this growth is our dynamic platform that allows advisors access to a compelling roster of investment strategies, including a broad range of alternatives.

Pallas continues to expand and currently has offices throughout the Northeast, from metro NY to New Hampshire. Across our offices, we have cultivated a culture of learning that stimulates our thinking and enhances outcomes for clients. If you are seeking to provide your client with comprehensive financial planning, we invite you to learn about our turnkey transition process and see how easy it can be to tuck into our dynamic model.

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