$6.5B AUM | $32MM Rev in
San Diego, CA

We are a $6.5B, fee-only, tax-conscious, RIA headquartered in San Diego with an established presence throughout the Western and Central regions of the United States. While we have enjoyed a tremendous amount of success growing primarily organically (from $0 to $5b in 15 years almost exclusively organically), we recognize the opportunity to partner with select, like-minded firms, advisors, and their staffs to achieve our mission, collectively grow faster and create more value for all those involved, including and most importantly for the clients. Our mission: provide financial education and advice to all those in need of it.

Our value proposition to firms (aside from delivering scale, monetization and succession) is our unique but powerful marketing machine utilizing our TV show, radio show, podcasts, digital lead campaigns, workshops, etc. We cultivate and qualify thousands of leads per year and our team sets appointments for our advisors. We also have built departments with subject matter experts in areas such as planning, tax, investments & trading, compliance, HR, etc. (with robust career paths therein) to further provide leverage and support to our advisors.
We are seeking firms $100mm to $1b with owners and advisors who desire better support for themselves (remove ancillary tasks off their plate) and long-term career paths for their next gen advisors / support staff. We have partnered with advisors looking for succession and liquidity, and advisors who are seeking support and resources to accelerate growth in their region.

Our firm has a proven track record of successful integrations, which includes acquiring a Seattle-based RIA, a local, San Diego-based RIA, and more recently, a Portland-based RIA. In each instance, the owners of these firms had varying timeframes to retirements and objectives which we were happy to accommodate. We were able to facilitate succession planning for these principals and ensure continuity for both their team members/clients (we’d be happy to facilitate introductions to them so they may share their experiences).