Acquisition Opportunity Resource Consulting Group was acquired by HighTower Advisors for approximately $2.5B in November 2023, indicating potential for continued consolidation or strategic partnerships in the advisory space. This suggests a sales angle around acquiring or aligning with similar fee-only practices seeking scale, succession planning, or toolsets.

Assets and Growth With assets around $2.5 billion and revenue in the $25M–$50M range, Resource Consulting sits in a mid to upper mid-size segment. This presents opportunities to upsell scalable fintech, Al/portfolio analytics, or expanded chief investment officer services to maintain growth and efficiency as AUM grows.

HighNetWorth Focus The firm targets high-net-worth clients in Central Florida with a disciplined, academic-based investment approach. There is potential to cross-sell premium estate planning, tax optimization, and family office capabilities, as well as specialized retirement and risk-managed strategies for affluent clientele.

Succession and Leadership Recent leadership changes and notable promotions, along with the acquisition, imply ongoing transition and the need for clear succession planning. This presents an opportunity to position advisory, governance, and transition services to ensure continuity for clients and staff.

Technology and Digital Reach The tech stack includes WordPress, Google Maps, and various web technologies, suggesting opportunities to modernize client experience through digital onboarding, secure client portals, CRM enhancements, and data security assessments to improve efficiency and client engagement.