Boutique scale Independent RIA with 11-50 employees and revenue in the 10M-25M range, presenting an attractive mid-market target for premium advisory services, outsourced CIO capabilities, and scalable technology solutions.

US-wide reach Headquartered in Glendale, CA but serving clients across the United States, indicating potential for national expansion partnerships, white-label solutions, and regional marketing collaborations.

Tech stack Current technology footprint includes WordPress, Shopify, WooCommerce, and Microsoft 365, suggesting opportunities to offer modern client portals, digital onboarding, CRM enhancements, and data analytics integrations.

Growth potential Revenue in the mid seven figures with a small-to-mid sized team signals capacity for additional service lines (e.g., wealth management, retirement planning, family office services) and expansion through strategic acquisitions or partnerships.

Competitive landscape Operating among peers with large scale firms; positioning against firms like Mercer Advisors and Creative Planning indicates a need for differentiated offerings such as ESG investing, specialized tax strategies, or customized client experiences to win new clients.