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Over 20 Years

GROWING RIA FIRMS

RIA Growth is a national leader in recruiting, mergers and consulting for Registered Investment Advisor firms. Our unparalleled proven experience makes us a unique partner to help take your RIA firm to the next level.
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REAL-LIFE EXPERIENCE

HELPING OUR CLIENTS ACHIEVE SUCCESS

RIA Growth understands the daily challenges of running a successful firm while focusing on growth.
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Recruit l Merge l Consult

The best candidates for your open positions are not actively looking for a change.  RIA Growth identifies top qualified passive candidates who are extremely successful in their current role.  These are the people that are key to your firm’s long term success.

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Entering New Markets

As RIA’s increase in size, even the most successful ones face pressure to continue growing at the same rate. For this to happen, a change such as a new distribution channel or merger could be the next step.  Remaining static is not an option for successful RIA firms.

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Working Exclusively with Registered Investment Advisor Firms

As a national leader in the RIA industry, we provide invaluable advice and guidance to implement growth.  Our experience in recruiting, mergers and referral distribution channels has resulted in multi billion dollar asset growth for our clients.

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OUR SERVICES

We can help RIA's during all stages of growth. Our merger and recruiting solutions are invaluable to those firms who are experiencing tremendous growth. For those with stagnant or declining assets, we provide solutions with successful turnaround results.

RECRUIT

We leverage our vast network of contacts to match the best candidates with your firm’s unique dynamics.

MERGE

If you are looking to grow through acquisitions or sell your business, RIA Growth will locate firms with investment philosophies and cultures that align with your vision.

CONSULT

Our expertise crosses the broad spectrum of business development stages from starting and building your RIA firm, to implementing your exit strategy.

CLIENT TESTIMONIALS

``This search was no easy task! However, Paul was able to identify that “needle in the haystack” for our firm in a very short period of time.”
Mark Delotto, Managing Director, Massey Quick
Valued Client
“We engaged RIA Growth to help in our search as they have proven experience in hiring sales people that succeed within the formal referral programs offered by the large discount custodians. ”
Will Mannon, VP of Business Development, Mercer Advisors
Valued Client
“By having RIA Growth directly involved in coaching, hiring and training our sales team, we saw an immediate increase in opportunities presented to us through our main referral channel which translated to more closed business.”
Ron Brock and Dave Gilreath
Valued Client
“Partnering with RIA Growth helped us confirm the areas of our business we believed were strong and identified areas where improvement was needed.”
Rob McDaniel , Chief Investment Officer, Owner of Lighthouse Financial Services
Valued Client

RECRUITING QUALITY CANDIDATES

FOR OVER 20 YEARS

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CONTACT RIA GROWTH

Call us now at 619.850.5952 to discuss your next open position. Or fill in the form below and we will promptly get back to you.

Address:

750 B Street, Suite 3300
San Diego, CA 92101

Phone/Fax:

p: 619-850-5952
f: 619-374-1660

e: paul@riagrowth.com

BRINGING YOUR RIA FIRM

TO THE NEXT LEVEL

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