Acquisition by HighTower Recent news that HighTower Advisors acquired Resource Consulting Group signals M&A activity in the regional RIAs space and creates potential cross-sell or integration opportunities for wealthtech platforms, back-office services, and onboarding solutions.

Central Florida Focus The firm serves high-net-worth clients in Central Florida, presenting a reachable market for upscale financial planning, estate and tax optimization, family office services, and philanthropy advisory, with opportunities to expand within local circles or through referrals from the parent firm.

Tech Ready A modern tech stack including HubSpot, cloud storage, and content management tools indicates receptivity to digital client experiences; sales opportunities include CRM optimization, enhanced client portals, performance reporting, and cybersecurity/compliance services.

Alternative Investments The investment in a Lockheed Martin stake demonstrates experience with direct asset and alternative investments, suggesting opportunities to offer exclusive alternative investments sourcing, due diligence, and tailored programs to affluent clients.

Growth Readiness Mid-market profile with estimated revenue and a lean advisory team signals readiness for outsourced operations, back-office support, marketing services, and talent development partnerships to accelerate growth.