ABOUT US

The Rittenhouse Group is a professional consulting and business development firm. We specialize in working strategically with financial advisory practices, Registered Investment Advisory firms and Broker/Dealers who are committed to growing their business through acquisition, merger and recruiting financial advisors to their platform.

For advisory practices looking to acquire- We will work with you to deploy a focused acquisition strategy into the marketplace by identifying practices that align with your strategic growth objective. We will identify and target the appropriate seller or merger candidate and present to you the most compatible situations and synergies. We act as the marketing arm for our clients by searching and identifying financial practices that are for sale or looking to strategically merge their business.

For advisory practices that are looking to achieve independence -  The decision to become independent is empowering. You have the extraordinary opportunity to captain your own ship and change the destiny of your clients' lives to the positive. Here at The Rittenhouse Group we work closely with advisors who want to explore independence. We will show you how to attain the top monetary packages in the industry to capitalize your transition and how to use acquisition as a growth strategy going forward.

For advisory practices that are looking to sell – These days there are many options for practices that are selling due to retirement or advisors looking to leave the business. If you are selling, we will match you up with the best potential candidates and provide models to assure you are getting the best price for your practice. We will show you different and unique options where you can continue to share in the management fees for the life of the account.

For advisory practices looking to merge – There are many reasons a practice would consider merging. The right situation can allow your business to grow at a more substantial rate by having the ability to take advantage of other technologies and marketing programs. Merging with another practice can be an excellent exit strategy that will allow you to realize the value for what you have built along with preserving your vision and legacy for the future.

For Broker/Dealers who are looking to grow by adding advisors to your platform – We will do a targeted search to find the best suited advisors that can continue to develop and grow their business under your umbrella.

For Financial Advisors who have thought about or would like to get more information about transitioning your practice to another Broker/Dealer – We are constantly aware all deals being presented in all regions of the country and can assist you by providing you the most up-to-date information.

Please call us at 800.304.1434 for any questions you might have.

All correspondence with The Rittenhouse Group is strictly confidential.