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Focus Financial gets its first beachhead in HighTower's backyard -- buying an exhibit-A organic-growth RIA with a hankering to go inorganic

Vestor Capital was born in the 1980s as an accounting firm with a dream, and now Brian Baker wants more

Author Lisa Shidler October 12, 2012 at 3:10 AM
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Rudy Adolf: This is going to be a platform for smaller RIAs to join and also for brokers in the Chicago market.

Rudy Adolf

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David Devoe

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Brian Baker



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December 17, 2020 at 3:02 AM

Addepar hires Advent genius then launches 'Advent Converter' to court the RIAs still on Axys and APX ; PortfolioCenter 'easy button' comes next

The tactic by the Mountain View, Calif. firm and Advent co-founder and code avatar Steve Strand comes a decade after Orion, Black Diamond and Tamarac began feasting on the legacy corpses, but Addepar insists meat remains on the bone.

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Mentioned in this article:

SS&C Advent
Portfolio Management System
Top Executive: Robert Roley

Focus Financial Partners, LLC
Consolidator/Roll-up Firm
Top Executive: Rudy Adolf

DeVoe & Company
Consulting Firm
Top Executive: David DeVoe



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