Leo Almazora at Investment News covers our growing team.
“The newly added founding partners at Jim Dickinson’s firm also both bring significant experience from Merrill Lynch.”
About Elevation Point
Elevation Point is a growth-oriented wealth management firm, serving as a value-aligned partner for RIAs and independence-seeking advisors. From dynamic OCIO solutions to personalized playbooks designed to empower advisors to thrive in independence, we offer customized and full-spectrum support. Our capital comes with complete transparency and no hidden agendas. Distinguishing ourselves as accelerators in a landscape of aggregators, we’re powering a nationwide community of emerging industry leaders, overseeing more than $3.4 billion in assets under management. With a focus on advisor values and evolving client needs, our mission is clear: to elevate the entire industry to higher ground.
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More articles
Elevation Point announces a strategic minority investment in Hampton Bluff Capital Partners, a newly launched Atlanta-based independent wealth management firm overseeing $1.3 billion in assets. The partnership strengthens Elevation Point’s ecosystem for breakaway advisors seeking institutional capabilities, capital support, and long-term growth alignment.
Forta Wealth Partners, a $900 million Indianapolis-based advisory team, has launched as an independent registered investment advisor to gain greater flexibility and control over its client experience. The firm will continue serving clients nationwide while building a platform designed for long-term growth, ownership, and alignment with client goals.
Next-gen financial advisors are redefining independence — they want to stay in control of decision-making while partnering with investors who support growth without overriding their vision. Unlike many deals that prioritize financial engineering, Elevation Point focuses first on cultural alignment, shared goals, and long-term collaboration, helping advisors scale their firms on their own terms.
