DeVoe & Company Email Format

Investment BankingCalifornia, United States11-50 Employees

DeVoe & Company is an investment banking–adjacent consulting firm focused on wealth and investment management advisors, providing services that include business strategy, succession planning, human capital and compensation guidance, partner transitions, coaching, and capital and lending advice. The firm also offers support for mergers, acquisitions, and valuations, aiming to help RIAs and related advisory practices achieve transformational growth and more effectively reach their goals. Based in San Francisco, California, the company serves RIAs and their owners and principals, addressing strategic, succession, and governance needs within the wealth management industry. With a history of expanding advisory offerings, DeVoe & Company positions itself as a specialist counselor to advisory firms seeking structured guidance through growth, transition, and deal activity, while also providing lending and transition support through its related services. A recent development noted involves participation at a major industry conference, reflecting ongoing engagement with the broader wealth management community.

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