Fund · Service·RIA Rollups

DeVoe & Company

San Francisco, California, United Statesdevoeandcompany.com1expert edge

San Francisco-based RIA M&A advisory and consulting firm founded 2011 by David DeVoe. Provides business strategy, M&A advisory, succession planning, and valuations for wealth management firms. Noted as 'RIA M&A Guru' by Barron's.

Why interesting to a deal team

Advised Wealth Enhancement Group seller in 2026 acquisition. Provides deal team with market comparables, advisor valuations, and M&A playbooks. Insider on RIA consolidation trends and multiples at scale.

Experts connected to this company

David DeVoeFounder and CEO since 2011

David DeVoe

Founder and CEO

DeVoe & Company

BankerSan Francisco

As founder of the industry's leading RIA M&A bank and data source, DeVoe sees nearly every major wealth-management deal before it's public.

Sources

Page titlePrimary
devoeandcompany.com
Page titleOther
en.wikipedia.org/wiki/David_DeVoe

Strongest evidencePage title2 public sourcesHow the grades work