Brian Terraciano operations

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

The deal brings together two players that make minority investments in registered investment advisory firms.

Emigrant Partners, the unit of Emigrant Bank that invests in wealth management and alternative asset management firms, is taking a minority stake in Elevation Point, the companies said Tuesday.

Advisors can dodge looming fee compression by offering family office services like property and casualty insurance, explains Elevation Point's Jim Dickson as his firm brings on investment from the Milstein-family backed Emigrant Partners.

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

In this guest column, Elevation Point chief executive Jim Dickson surveils the scene of RIA independence and offers tips for advisors considering a move.

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...