11 . 04 . 24
October Surprise: RIA M&A Activity Surges to an All-Time Record High

10 . 29 . 24
DeVoe & Company Advises Paladini Financial Management on its Merger with Cerity Partners

10 . 28 . 24
DeVoe & Company Advises JLFranklin Wealth Planning on its Merger with Mission Wealth Management

9 . 4 . 24
DeVoe & Company Advises Price Wealth Management on its Sale to Mesirow

9 . 3 . 24
DeVoe & Company Advises Benchmark Wealth Management on its Sale to Mercer Advisors

7 . 17 . 24
DeVoe & Company Advises Boston Harbor Wealth Advisors on its Sale to World Investment Advisors

7 . 9 . 24
DeVoe & Company Advises Arnerich Massena on its Merger with Coldstream

5 . 8 . 24
DeVoe & Company Expands Executive Team with Key Leadership Hire: RIA Industry Expert Tony Parkin Joins Firm as President

4 . 2 . 24
DeVoe & Company Advises Wacker Wealth Partners on its Sale to EP Wealth Advisors

3 . 19 . 24
DeVoe & Company Expands Executive Team with Key Marketing Hire - Seasoned Investment Banking Marketing Professional Jennifer Sransky Joins Firm as Head of Marketing

3 . 4 . 24
DeVoe RIA Deal Book Alert™ - In a Reversal, M&A Activity Starts 2024 Strong

1 . 25 . 24
DeVoe Releases RIA Deal Book™ - Q4 2023

12 . 14 . 23
DeVoe & Company Supports New England Pension Plan Systems in Sale to Edelman Financial Engines

11 . 28 . 23
DeVoe & Company Advises Daniels + Tansey in Sale to Creative Planning

11 . 16 . 23
DeVoe & Company Supports Bridgeworth Wealth Management in Sale to Savant Wealth Management

10 . 25 . 23
DeVoe Releases RIA Deal Book™ - Q3 2023

10 . 3 . 23
DeVoe & Company Advised Kistler-Tiffany in its Sale to Creative Planning

9 . 19 . 23
DeVoe RIA Deal Book™ Alert: M&A Activity Outpacing Last Year in the Third Quarter

9 . 19 . 23
DeVoe Supports Johnson Financial Group in Acquisition of the Appleton Group

7 . 24 . 23
DeVoe Releases RIA Deal Book™ - Q2 2023

5 . 25 . 23
DeVoe & Company Advises Madison Wealth Advisors in Joining Buckingham Strategic Wealth

5 . 4. 23
DeVoe & Company Advises Jurika, Mills & Keifer in Joining Cerity Partners

4 . 24 . 23
DeVoe Releases RIA Deal Book™ - Q1 2023

3 . 29 . 23
DeVoe & Company Advises Equius Partners in Joining Wealth Enhancement Group

2 . 27 . 23
DeVoe RIA Deal Book™ Alert: M&A Activity Slows in the First Quarter

2 . 1 . 23
DeVoe & Company Advised SteelPeak Wealth in Transaction with Emigrant Partners

1 . 31 . 23
DeVoe Releases The Heart of the Deal Whitepaper: Giving Up Control Remains Top Barrier for RIAs Contemplating a Sale

1 . 25 . 23
DeVoe Releases RIA Deal Book™ - Q4 2022

12 . 6 . 22
DeVoe RIA Deal Book™ Alert: 2022 M&A Activity Eclipses 2021

11 . 29 . 22
DeVoe Advises Sage Financial Advisors in Sales to Wealthspire

11 . 17 . 22
DeVoe RIA Deal Book™ Alert: M&A Activity Drops in 4th Quarter

10 . 20 . 22
DeVoe Releases RIA Deal Book™ - Q3 2022

10 . 4 . 22
DeVoe & Company Advises Goldstein Munger + Associates in Sale
to Mercer Advisors

7 . 21 . 22
DeVoe Releases RIA Deal Book™ - Q2 2022

6 . 8 . 22

DeVoe & Company Advised Wharton Business Group in Joining Alera Group

6 . 2 . 22
DeVoe & Company Advised Kings Point in Joining Wealth
Enhancement Group

4 . 21 . 22
DeVoe Releases RIA Deal Book™ - Q1 2022

4 . 8. 22
DeVoe & Company Represented Heritage Way Advisors in its Sale to Creative Planning

4 . 5. 22
DeVoe & Company Represented Resource Management in Transition to Creative Planning

3 . 29 . 22
DeVoe & Company Represented Emery Howard in its Sale to Creative Planning

2 . 22. 22
Research Highlights Lackluster Growth of RIA Firms:
Introducing DeVoe GrowthBuilder™ to Accelerate Organic Growth

2 . 15 . 22
DeVoe Represented JBJ Invest in Joining Creative Planning

1 . 18 . 22
DeVoe Releases RIA Deal Book™ - Q4 2021

1 . 11 . 22
DeVoe & Company Expands Team to 18

1 . 4 . 22
DeVoe & Company Represented Mindful Money in its Sale to EP Wealth Advisors

11 . 29 . 21
DeVoe & Company Represented Hearthstone Private Wealth Management as it Joins Aspiriant

11 . 29 . 21
DeVoe Releases RIA Deal Book™ Alert - An Industry First: 200+ Transactions in a Calendar Year

10 . 20 . 21
DeVoe & Company Supports BDO USA as They Add Lowery Asset Consulting

10 . 14 . 21
DeVoe Releases RIA Deal Book™ - Q3 2021

10 . 5 . 21
DeVoe & Company Represented Private Capital Group in its Sale to Wealthspire

9 . 27 . 21
DeVoe Releases RIA Deal Book™ Alert - Industry Eclipses 2020 Transaction Volume Before the End of Q3

9 . 21 . 21
DeVoe Supports The Planned Approach in its Sale to Buckingham Strategic Wealth

9 . 9 . 21
DeVoe & Company Adds Former Edelman President as Special Advisor: Ed Moore to Support Large/Enterprise RIAs with M&A

8 . 16 . 21
DeVoe Releases 2021 RIA Talent Management Study: Covid’s Impact and the Road Ahead

7 . 30 . 21
DeVoe Supports New Mountain Capital in Homrich Berg ($10B) Minority Investment

7 . 14 . 21
DeVoe & Company Represented Asset Management Advisors in Sale to Cresset Asset Management

7 . 14 . 21
DeVoe Releases RIA Deal Book™ - Q2 2021

6 . 29 . 21
DeVoe RIA Deal Book™ Alert: Industry Hits 100 Transactions in 2021 and DeVoe Announces October 2021 M&A+ Succession Summit

5 . 04 . 21
DeVoe & Company Advised Future Benefits in Transaction with OneDigital

4 . 22 . 21
DeVoe & Company Advised WEALTHSTONE ADVISORS in its Merger with Sequoia Financial Group

4 . 20 . 21
DeVoe & Company Advises D.R. Saur Financial in Transaction with Beacon Pointe Advisors

4 . 20 . 21
DeVoe Releases RIA Deal Book™ - Q1 2021

2 . 22 . 21
DeVoe & Company Advised Hill Investment Group in Transaction with Focus Financial Partners

2 . 3 . 21
DeVoe Releases RIA Deal Book™ Alert for January 2021

1 . 21 . 21
DeVoe Releases RIA Deal Book™ - Q4 2020

10 . 21 . 20
DeVoe Releases RIA Deal Book™ - Q3 2020

9 . 17 . 20
DeVoe Releases 2020 RIA M&A Outlook Study

8 . 27 . 20
DeVoe & Company Advised Stearns Financial Group in its Transaction with Hightower

8 . 18 . 20
DeVoe Releases RIA Deal Book™ - Q3 Mid Quarter Update

7 . 22 . 20
DeVoe Releases RIA Deal Book™ - Q2 2020

6 . 8 . 20
DeVoe Releases Human Capital Report: It’s Time for a Human Capital Revolution.

4 . 13 . 20
DeVoe Releases RIA Deal Book™ - Q1 2020

4 . 2 . 20
DeVoe & Company Introduces Coaching Platform: Offering Advisors More Ways to Optimize their Businesses

2 . 21 . 20
DeVoe & Company Represented JOYN Advisors in Acquisition by Wealth Enhancement Group

2 . 10 . 20
DeVoe & Company Assists Frontier Wealth Management in its Acquisition of Highwater Wealth Management

1 . 22 . 20
DeVoe Releases RIA Deal Book™ - Q4 2019 | Annual Review

12 . 3 . 19
DeVoe & Company Advises Adam Financial Associates in Sale to Mercer Advisors

11 . 19 . 19
DeVoe & Company Supports OptiFour in Sale to Creative Planning

10 . 29 . 19
DeVoe & Company Supports HighTower in the Selection of Schultz Collins for its Latest Strategic Investment

10 . 22 . 19
DeVoe Releases RIA Deal Book™ - Q3 2019

9 . 9 . 19
Findings of DeVoe RIA M&A Outlook Study™ Signal Record RIA Valuations Affect Decisions to Sell

8 . 15 . 19
DeVoe & Company Launches CapitalWorks to Help RIAs with Capital and Lending Needs

7 . 31 . 19
DeVoe Releases RIA Deal Book™ - Q2 2019

7 . 18 . 19
DeVoe & Company Facilitates Acquisition of AEPG Wealth Strategies by Wealth Enhancement Group

4. 26 . 19
DeVoe Releases RIA Deal Book™ - Q1 2019 Annual Review

1. 23 . 19
DeVoe Releases RIA Deal Book™ - Q4 2018 Annual Review

1 . 4 . 19
Madison Wealth Management Acquires Greystone Investment Management

10. 29 . 18
DeVoe & Co Advises Credent Wealth Management and CPF Texas on Their Merger

10. 22 . 18
DeVoe Releases RIA Deal Book™ - Q3 2018

9. 25 . 18
Mosaic Financial Partners Joins Private Ocean

9 . 18 . 18
DeVoe & Company Names Two New Directors

7 . 31 . 18
DeVoe Releases RIA Deal Book™ - Q2 2018

5 . 24 . 18
DeVoe & Company Advises Hefty Wealth Partners and Oak Point Wealth Management in Their Merger to Form CX Institutional

4 . 23 . 18
DeVoe Releases RIA Deal Book™ - Q1 2018

2 . 15 . 18
DeVoe & Company Advises Stevens Wealth Management in Sale to Buckingham Strategic Wealth

1 . 22 . 18
DeVoe Releases RIA Deal Book™ - 2017 Annual Review

1 . 10 . 18
DeVoe & Company Supports $500MM Blue Water Advisors in the Merger with The Colony Group

11 . 7 . 17
DeVoe Releases RIA Deal Book™ - Q3 2017

7 . 24 . 17
DeVoe Releases RIA Deal Book™ - Q2 2017

5 . 9 . 17
DeVoe Releases RIA Deal Book™ - Q1 2017

3 . 13 . 17
Kochis Joins Forces with DeVoe: Building Succession Platform

2 . 9 . 17
DeVoe Releases RIA Deal Book™ - 2016 Annual Review

10 . 24 . 16
DeVoe Releases RIA Deal Book™ - Q3 2016

8 . 10 . 16
DeVoe Releases RIA Deal Book™ - 2016 Mid Year Review

8 . 10 . 16
DeVoe & Company Advises Weyland Capital on Successful Sale

5 . 25 . 16
DeVoe Releases RIA Deal Book™ - Q1 2016

2 . 25 . 16
DeVoe Releases RIA Deal Book™ - 2015 Annual Review

10 . 26 . 15
DeVoe Releases RIA Deal Book™ - Q3 2015

7 . 15 . 15
DeVoe Releases RIA Deal Book™ - Q2 2015

5 . 7 . 15
DeVoe Announces the Release of the RIA Deal Book™ - Q1 2015

4 . 20 . 15
DeVoe & Company Advises Classic Capital on Successful Sale

2 . 9 . 15
DeVoe & Company Announces January 2015 Marks Record RIA M&A Activity

2 . 2 . 15
DeVoe & Company Supports Krasney and Signet on the Execution of their Successful Merger

11 . 5 . 14
DeVoe & Company Expands Team: Hires Adam Levy and Lynn Kennerly

11 . 4 . 13
Argent Wealth Management and Pillar Financial Advisors to Merge

11 . 2. 11
Industry-leading RIA and M&A strategist, David DeVoe, Launches Advisor Consulting Firm