DeVoe & Company is a leading consulting firm for RIAs. We support RIA owners and principals with business consulting, M&A guidance, and valuations. We are committed to creating transformational change for wealth management and investment management advisors. We provide comprehensive advisory services to help our clients accelerate their ability to achieve their goals. Our services include: - Consulting - Business Strategy - Succession Planning - Human Capital / Compensation - Transitioning in New Partners - Coaching - Guidance on Capital and Lending - Mergers, Acquisitions, and Sale Transactions - Valuations Twitter: DeVoeCo
| Website | http://www.devoeandcompany.com |
| Revenue | $15 million |
| Employees | 30 (21 on RocketReach) |
| Founded | 2011 |
| Address | 201 Mission St Fl 12, San Francisco, California 94105, US |
| Phone | +1 415-813-5066 |
| Technologies |
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| Industry | Investment Banking, Finance General, Finance |
| Web Rank | 7 Million |
| Keywords | Ria Consulting, Wealth Management Consulting, Investment Management Consulting, Financial Advisor Consulting, Practice Management Consulting, Advisor Support Services, Ria Technology, Transformational Change, Ria Compliance |
| Competitors | Deloitte, PwC, Accenture, KPMG In Pakistan, Boston Consulting Group (BCG), Mercer, Aon, WTW, Cambridge Associates, Jardine Lloyd Thompson India (JLT India) +37 more (view full list) |
| SIC | SIC Code 621 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 5231 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52311 Companies, NAICS Code 523110 Companies |
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DeVoe & Company Questions
The DeVoe & Company annual revenue was $15 million in 2026.
David Devoe is the CEO of DeVoe & Company.
21 people are employed at DeVoe & Company.
DeVoe & Company is based in San Francisco, California.
The NAICS codes for DeVoe & Company are [5231, 52, 523, 52311, 523110].
The SIC codes for DeVoe & Company are [621, 62].
Top DeVoe & Company Employees
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David Devoe
Chief Executive Officer at DeVoe & Company
Berkeley, CA, US25+ -
Gordon Ross
President at DeVoe & Company
Saint Petersburg, FL, US2 -
Tom Valverde
Managing Director at DeVoe & Company
Chicago, IL, US35+ -
Aryeh Malitzky
Managing Director at DeVoe & Company
Baltimore, MD, US21 -
Brad Grubb
Managing Director at DeVoe & Company
Omaha, NE, US21 -
Adam Levy
Managing Director at DeVoe & Company
Denver, CO, US24 -
Hoyt Stastney
Managing Director and General Counsel at DeVoe & Company
Sturgeon Bay, WI, US25+ -
A. Johnson
Managing Director at DeVoe & Company
Kirkland, WA, US11 -
Matthew Tancredi
Director at DeVoe & Company
Belmar, NJ, US34 -
Lynn Kennerly
Director of Operations at DeVoe & Company
Los Altos, CA, US25+
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