RIA Mergers & Acquisitions

Accelerate through strategic acquisitions.

Explore a confidential conversation around RIA mergers, acquisitions, succession planning, and strategic alignment.

Built for Scale and Sustainability

We partner with RIAs to drive long-term value while preserving what matters most.

Strategic Alignment

Partner with a team that shares your values and supports your vision for the future.

Dedicated In-House Chief Investment Officer

Providing institutional grade, multi-asset diversified portfolios that are aligned with each client’s specific risk return objectives.

Growth

Access carefully selected alternatives and manager research to help support differentiated client outcomes.

Succession

Create a thoughtful transition plan that protects your legacy and your clients.

Operational Infrastructure

Leverage best-in-class platforms and systems to enhance efficiency and scale.

An experienced partner for your next move.

Our team has decades of experience advising RIAs through mergers, acquisitions, and succession planning.

General Inquiries

inquiries@quincywells.com

Call Our Office

(312) 205-6458

Corporate Office

145 South Wells Street,
Suite 1301, Chicago, IL 60606

Office Hours

Monday to Friday,
8:30 AM to 5:00 PM

We aim to respond to all inquiries within one business day.

Primary Contact Name*

Email Address*

Phone number

Website

Assets Under Management

Number of Advisors (approx.)

Number of Clients (approx.)

Primary Service Focus

Primary Revenue Model

Primary Growth Drivers

What is driving your interest in a tuck-in or partnership?

Timeline for exploring a transaction

Additional context

All information is confidential and will not be shared.

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What Happens Next?

1

We review your inquiry.

Our team carefully reviews your information.

2

We schedule a confidential conversation.

We’ll learn more about your goals and answer your questions.

3

We explore alignment and support needs.

Together, we’ll determine how QWA can best support your next chapter.

Have questions?

We’re here to help. Reach out to our recruiting team to learn more about life at QWA.

contact our team →

Ready for What's Next?

Let’s talk about the next chapter of your practice.

If you are evaluating platform support, operational resources, or a better long-term fit, we can help you explore whether Quincy Wells Advisors aligns with your goals, clients, and growth priorities.

Submit Inquiry →Contact Recruiting →