Advisor client experience

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.

Harbor View Private Wealth, a $1.3 billion Atlanta-based advisory team, has launched as an independent firm through a strategic partnership with Elevation Point, gaining the flexibility, infrastructure, and support to expand its holistic, goals-based approach while preserving a high-touch client experience.

A recent Barron’s interview highlights Elevation Point’s minority investment approach and Jim Dickson’s vision for helping RIAs grow while staying independent.

Elevation Point announced a strategic partnership with Milemarker to support unified data integration across its growing network of independent RIA partner firms and OCIO platform.

Elevation Point has named Vanilla as its preferred estate planning technology partner, bringing advisors modern tools to streamline planning and deepen client relationships.

A recent Barron’s interview highlights Elevation Point’s minority investment approach and Jim Dickson’s vision for helping RIAs grow while staying independent.

Elevation Point has selected OnBord, a secure digital client-onboarding and advisor-transition platform, to accelerate advisor transitions and enhance client onboarding. This strategic technology partnership enables independent advisors and breakaway teams to streamline data collection, automate documentation and maintain client relationships with minimal disruption.

Elevation Point has selected OnBord, a secure digital client-onboarding and advisor-transition platform, to accelerate advisor transitions and enhance client onboarding. This strategic technology partnership enables independent advisors and breakaway teams to streamline data collection, automate documentation and maintain client relationships with minimal disruption.

Elevation Point has selected Vestmark to provide comprehensive portfolio management and trading solutions, including SMA and UMA platforms, Advisor as Portfolio Manager capabilities, and tax management services. This collaboration supports Elevation Point’s rapid growth and commitment to delivering scalable, client-centered solutions for independent advisors.

Elevation Point Welcomes Boutique Multi-Family Office with More Than Three Decades of Global Banking Expertise 

Both firms are striving to drum up more business with independent advisors, one of the fastest-growing segments of the wealth management industry.

The collaboration spans custody, asset management, lending, trading, and capital markets, enabling Elevation Point to deliver differentiated solutions tailored to the complex needs of elite partner teams and their sophisticated clients.

Brad Smithy tackles one of the most critical decisions a financial advisor has to make: the ownership structure of their business.

Jim Dickson, CEO and Founder of Elevation Point, joined Sean Keenan, Head of Sales at BNY Pershing to discuss Elevation Point’s unique approach to helping RIAs grow and thrive in a competitive marketplace.

Two second-generation advisors and their fathers are starting up the $1 billion Waycrest Wealth with a minority investment from Elevation Point.

The team at Waycrest Wealth has two father-son duos and is led by Jay Hack and Lowell Weiss.

Father-Son Teams & Raymond James Veterans Break Away to Establish New Independent Firm, Growing the Minority Partner's Client Asset Network to $8.2B

The investment in Family Office Partners represents Elevation Point’s first deal since selling a minority stake to Emigrant Partners and its first in the breakaway space.

UBS Private Wealth Veterans Based in Lafayette, Louisiana Launch Independent Firm Backed by Elevation Point’s Growth Partnership Model

Clarke is founder of RIA tech giant Orion, while Mike Mikan now leads a health care firm called NeueHealth.

Melinda Brodbeck and Lara Galloway Join as Heads of Communications and Growth to Accelerate Firm's National Impact in Independent Wealth Management

Clarke is founder of RIA tech giant Orion, while Mike Mikan now leads a health care firm called NeueHealth.

Clarke will bring his expertise in wealthtech and data strategy to the role, as Elevation Point continues to build out its technology.

Mr. Clarke and Mr. Mikan Bring Expertise to Support Elevation Point’s Mission to Empower Independent Advisors

The deal includes a significant senior debt facility Elevation Point can use to fund deals.

Milstein-backed Emigrant, which invests in established and growing RIAs, now moves into the breakaway advisor space with a stake in Elevation Point.

Capital Infusion and Credit Facility to Accelerate Expansion While Preserving Independence and Culture

The minority investment in Fortage Capital kicks off what Elevation Point CEO Jim Dickson said should be an active remainder of the year with breakaway wirehouse teams and larger RIAs.

Jim Dickson spoke to Citywire about his firm’s latest investment, Michigan-based Fortage Capital Advisors.

RFG welcomes an Edelmen advisor veteran as he launches his own firm, while Elevation Point seals its third deal for 2025 in Michigan.

Minority Stake Partnership Supports Launch of New Firm, Marking Elevation Point's Third Deal in 2025

ELEVATION POINT CEO JIM DICKSON REACHES FOR NEW HEIGHTS – AGAIN!

Benzinga sat down with top executives at Future Proof CityWide 2025. Leaders break down trends, strategies, and bold ideas driving real change.

The show wraps up interviews taped at FutureProof Citywide in Miami today, featuring Brad Smithy, Head of Wealth Management at Elevation Point.

At an industry conference in Miami, minority investors touted the chance for smaller RIAs to cede a stake in return for support but not control.

Elevation Point has taken a minority stake in Triton Wealth, a $225 million Aitkin, MN-based registered investment advisor. The firm caters to a mix of business owners, professionals, and retirees, spanning high-net-worth to mass affluent clients.

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

Founding partner and CEO Jim Dickson unpacks the firm's first six months, how it's approaching $5 billion in assets, and the "organic growth" challenge he sees for many advisory businesses.

Jim Dickson's RIA investment firm has taken a minority stake in Stonebrook Private, which is based in suburban Detroit.

The deal with Stonebrook Private represents Elevation Point’s first strategic investment since its inception in June.

Client-Focused Stonebrook Private, with over $750M in AUM, Partners with Elevation Point for Transparent Minority Stake Model and Access to Industry-Leading Resources

Bradford Smithy, Elevation Point’s Founding Partner, reveals why wirehouse compensation plans fluctuate annually and how independence empowers advisors to control their pay and growth.

Caitlin Douglas, a new founding partner and chief operating officer for investment firm Elevation Point, knows the industry’s next few years will be defined by advisors requiring “different flavors of independence.” She’s confident her firm has found a flavor that’ll be particularly appealing.

The independent firm launched by ex-Sanctuary CEO Jim Dickson has tapped veterans from Summit Financial and BNY Pershing as it transitions an "oversubscribed pipeline" of advisor teams.

Jim Dickson’s RIA investment firm has brought on two new execs to serve as its head of marketing and advisor experience and its head of operations.

The $3.4 billion investment firm has hired Jenna Bloomgarden as head of marketing and advisor experience and Brian Terraciano as head of operations.

Seasoned wealth management professionals each bring decades of industry experience, positioning firm for accelerated growth...

In the rapidly evolving financial landscape, independent RIAs hold a distinct advantage due to their agility. By embracing specific strategies, advisors in the world of independence can drive substantial growth.

In this podcast, Jim and Doug discuss Elevation Point and their unique approach as an accelerator rather than an aggregator in the wealth management industry.

Caitlin Douglas, formerly a managing director at Dynasty Financial Partners, has joined Elevation Point, a recently launched RIA firm, as a founding partner and chief operating officer

Caitlin Douglas is the RIA minority investor's latest hire.

The Minnesota-based firm’s new COO comes with deep experience and a sterling reputation for supporting independent advisor transitions and growth efforts.

Caitlin Douglas, former managing director of transition services and co-head of service at Dynasty Financial Partners, has joined Jim Dickson’s new firm to lead operations and service.

Kelly Berenbaum has over three decades of experience in the financial services industry and joins Elevation Point from Blue Tree Financial, her own RIA.

Financial Advisor's Alan Prince interviews Elevation Point CEO Jim Dickson about the future of the industry.

Chris Latham reports on the latest additions to our team.

Leo Almazora at Investment News covers our growing team.

Coverage from Andrew Foerch at Citywire RIA.

David Bodamer from WealthManagement.com talked with Bradford Smithy and Robert Tamarkin about joining Elevation Point as founding partners.

Wealth management industry leaders and co-founders Jim Dickson and Mark Penske today announced the launch of Elevation Point, a firm committed to empowering independence-seeking advisors and RIAs as their value-aligned growth partner...

Jim Dickson talks to Investment news about Alt:62.

Jim talks to The Wealth Advisor about the Elevation Point launch.

The word is spreading. We’re getting great press in our favorite publications, like this one from Barron’s and Andrew Welsch.

In this interview with WealthManagement.com, Jim Dickson talks about how his past experiences spurred his vision for Elevation Point.

Citywire's coverage of the launch of Elevation Point, a firm committed to empowering independence-seeking advisors and RIAs as their value-aligned growth partner...

Wealth management industry leaders and co-founders Jim Dickson and Mark Penske today announced the launch of Elevation Point, a firm committed to empowering independence-seeking advisors and RIAs as their value-aligned growth partner...