The word is spreading. Don’t miss our feature in @Barron’s with @Andrew Welsch. (Note: a paid subscription is required to access the full article.)
Our favorite quote from Jim Dickson in reference to the advisors we aim to serve at Elevation Point is this:
“The sweet spot for us is a 20% to 40% stake; that leaves advisors motivated to grow. If we take too much, sometimes their motivation goes to the golf course.”
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.
For the latest updates, follow Elevation Point on LinkedIn.
More articles
The $3.5 billion RIA has taken the next step in its 2025 deal calendar with a strategic minority investment in Minnesota.
Triton Wealth, co-founded by Michael J. Ryan and Wesley T. Hoppe, represents Elevation Point’s third strategic investment since its inception in June.
Latest Deal Highlighting Elevation Point’s Transparent Minority Stake Partnership Model Comes Three Weeks After Firm’s Strategic Investment in Michigan-Based Stonebrook Private
