About RIA Growth
Unlike many consultants that lack “real world” experience, our Principal has spent over 20 years growing RIA firms through multiple marketing channels which produced billions in assets raised and has developed a large network of contacts. We feel this real-life experience is a critical component toward helping our clients achieve the success they desire. Our experience provides valuable insight as to what works and more importantly, what doesn’t. We know where different types of advisors best fit in the broad financial services landscape.
Paul Tracey is the founder of RIA Growth a recruiting, M&A and consulting firm. Prior to starting RIA Growth, Paul served as Senior Vice President and President for two, nationally recognized RIA firms where he developed and managed each firm’s growth strategy. During his tenures, each firm grew exponentially with the first firm growing its assets under management from $300 million to nearly $2 billion and the second from $100 million to approximately $500m. Prior to these successes, Paul oversaw the growth of a multi-billion-dollar client base of a Fortune 500 brokerage firm. He is an expert in strategy development, implementation, sales management and understands the daily challenges of running a successful firm while focusing on growth.