DeVoe & Company is a leading consulting firm for RIAs. We support RIA owners and principals with business consulting, M&A guidance, and valuations. 

We are committed to creating transformational change for wealth management and investment management advisors.  We provide comprehensive advisory services to help our clients accelerate their ability to achieve their goals.  

Our services include:
- Consulting 
  - Business Strategy
  - Succession Planning 
  - Human Capital / Compensation
  - Transitioning in New Partners 
  - Coaching
  - Guidance on Capital and Lending

- Mergers, Acquisitions, and Sale Transactions

- Valuations

Twitter: DeVoeCo

DeVoe & Company

Gordon Ross

This department provides strategic direction and oversight for organizational initiatives.

Executive Leadership

This department focuses on providing financial advisory services, capital raising, and mergers and acquisitions support for clients.

Investment Banking

This department provides expert guidance and coaching to support organizational goals and strategic initiatives.

Advisory Services

This department focuses on developing and executing strategies to promote products and services, engaging customers, and driving brand awareness.

Marketing Department

This department oversees the planning and execution of organizational operations to ensure efficiency and effectiveness in business processes.

DeVoe & Company

Org chart

Teams

Executive Leadership

Investment Banking

Advisory Services

Marketing Department

Operations Management

Offices

DeVoe & Company

Org chart

Teams

Executive Leadership

Investment Banking

Advisory Services

Marketing Department

Operations Management

Offices

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