Services & Consultants

PFI Advisors

PFI works with RIA owners, breakaways, and operations professionals to establish an infrastructure, culture, and scalable business model that help firms grow top-line revenue and bottom-line profits.

Last updated: 10-21-2022

Operations and technology consulting

  • PFI consults on operational and strategic considerations, such as assessing operations, vendor due diligence, and technology and technology implementation, including Addepar.

RIA setup for breakaways

  • PFI works with newly established RIAs on infrastructure build-out, custodian transition support, billing setup, automation, and interim Chief Operating Officer (COO) support.

Merger and acquisition buyer support

  • When considering a buying event, PFI consults with you on pre-merger preparation, buyer messaging and how to attract advisors, and post-merger integration activities.

Chief Operating Officer resources

  • Whether you’re a tenured COO or just getting started, leverage PFI for business strategy, system tools, integrations, workflows and processes, and staff development and hiring needs.