Growth recognition TVAMP has been recognized by Newsweek as one of America's Top Financial Advisory Firms for 2025 and 2026, signaling strong market credibility that can open doors for expanded service offerings and strategic partnerships.

Leadership expansion Recent addition of a new shareholder and Director of Financial Education, Thomas Cook, and the appointment of Perry Chesney as managing partner indicate active leadership growth, suggesting opportunities for sales conversations around enhanced education programs and advisory capabilities.

Scale and footprint With 11-50 employees and revenue in the multiple tens of millions, TVAMP sits between mid and large RIAs, presenting a prospect for high-value technology integrations, outsourced compliance or client experience enhancements aimed at scaling advisory operations.

Technology stack Current tech stack includes Google Ads, Salesforce, HubSpot, and other marketing and CRM tools, indicating openness to MarTech enhancements, data analytics, and automation services to optimize client acquisition and retention.

Compliance and independence As a federally registered independent investment adviser, TVAMP values regulatory compliance and transparent communications; this creates a sales angle for risk management solutions, ADV documentation support, and secure client communications platforms.