The Riviera Group, LLC

Investment ManagementCalifornia, United States2-10 Employees

The Riviera Group combines over 30 years of Wealth Management industry experience in providing you the leading edge in Transaction Advisory Services and Comprehensive Consulting. Through mergers & acquisitions and comprehensive consulting anchored in strategic growth initiatives, we assist investment advisors at firms of all sizes navigate the many complicated decisions that are involved with attaining and sustaining growth. Ultimately investment advisors and their firms need customized solutions from industry experts that solve for the everyday challenges in managing and operating a growing, profitable and efficient business.

We provide investment advisors and their firms with customized solutions that solve and address the everyday and unique challenges in managing and operating a growing, profitable and efficient business within the wealth management industry. 

We are a comprehensive consulting company dedicated to all aspects of your strategic growth through transaction advisory services (buy side representation, sell side representation and mergers) and comprehensive consulting (management consulting, developing new growth channels, strategic & business planning, organizational structure, technology, marketing, onboarding, client service, operational efficiencies, and data & reporting) 

Our proven expertise in all areas of the wealth management industry results in increased revenues and lower operating expenses for our clients, ultimately allowing them to create or update a succession plan that monetizes their years of diligent and hard work.
       
At The Riviera Group, we believe great leadership is a combination of dedication, integrity, expertise, and responsibility. We relentlessly strive to improve and create value for our clients. With all projects we take on, we work diligently towards the right solution for our clients and as a result we realize that all challenges can be solved with the right approach, patience and target.

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