Founder and CEO, DeVoe & Company
DeVoe RIA Deal Book
Understanding the RIA M&A landscape is critical to any advisor contemplating a potential sale, merger, or acquisition. That’s why David DeVoe has been tracking M&A activity in our space for over 17 years. And why we seek to provide valuable perspective to the RIA community. The DeVoe RIA Deal Book™ is delivered quarterly to provide you with the most accurate read on what is happening, why it’s happening, and what is most likely to happen next.