DeVoe & Company, a leading investment bank and consulting company serving the RIA industry, is honored to have represented JBJ Invest, a $735MM RIA based in Charleston, South Carolina in its transaction with Creative Planning, a $100 billion enterprise.

San Francisco, January 11, 2022 − DeVoe & Company, a leading consulting firm and investment bank serving the RIA industry, recently added five more rock stars to its team to meet the growing demand in the marketplace. Now 18 people strong with 350+ years of collective industry experience, DeVoe & Company has the most experienced consulting and investment banking team serving RIAs.

San Francisco, January 4, 2022− DeVoe & Company, a leading investment bank and consulting company serving the RIA industry, is honored to have represented Mindful Money ($346MM) in its sale to EP Wealth Advisors, a $13 billion organization.