Private Wealth

The private wealth sector is undergoing a steady shift. Advisors are leaving traditional banks and wirehouses to gain independence over their careers. The new private wealth sector is an array of independent, advisor-owned RIA and hybrid practices with more freedom and bigger opportunities.

Headlines break news of large banking teams forming or moving to existing RIAs, and highlight the industry’s transition from traditional commission-based brokerage firms into a variety of independent fee-based practices. PWM professionals are switching to independent models to increase their financial options for investors, maximize their own valuation, and escape the “red tape” that often inhibits business growth at the traditional brokerages.

Within an RIA or hybrid model advisors can make decisions that benefit their practice and their clients interests, not the banks.

At Makom Management we help advisors navigate these crucial career changes, and are proud to work with some of the most talented advisory firms and successful independent practices.

M&A and Recruiting

Private wealth professionals utilize Makom Management to identify career-advancing opportunities into and within the independent space. Advisors seeking to exit the traditional brokerage model are presented with options that match their goals, whether that entails setting up their own shop or joining an existing practice with like-minded values. Similarly, advisors already existing within the independent space but searching for better opportunities can rely on Makom Management to provide several options that center on increased payout, book acquisition opportunities, retirement package deals, and more. 

For RIAs, principals, and business owners, we offer M&A advisory and recruiting services centered on organic and inorganic growth strategies. Our extensive list of industry connections uniquely positions us to offer exclusive merger opportunities with a diverse portfolio of heavily capitalized RIAs. On any given moment we have active dialogues with dozens of independent investment advisory firms seeking both acquisitions and sales.

Our services don’t stop at identifying opportunities. We help advisors negotiate transition deals, work with firms to develop growth strategies, and through key partnerships offer a broader range of consulting services. For more information, contact us through our website, or reach out to a member of our team to have a confidential discussion. 

Our Partners

Partnerships, industry connections, and trusting relations are integral to the private wealth sector and a staple to our company culture. Over the past decade we have developed and maintained partnerships with countless firms offering advisors a variety of wealth management opportunities and transition-advisory services. Our list of key relationships includes heavily capitalized, ultra-high-net-worth (UHNW) boutique RIAs, small, specialized independent practices, numerous hybrid RIAs, and many more.

Williams Private Advisory & Consulting

No partner is more crucial to our success in the private wealth sector than Christian Williams. A seasoned veteran with more than three decades of industry experience, Christian has served in multiple roles at three major wealth management institutions ranging from Financial Advisor and Director of Business Development, to overseeing half of the United States as a Regional Director.

Throughout the years Christian has successfully advised, consulted and personally placed over 200+ financial professionals representing more than $25 Billion in assets, and has completed numerous mergers and acquisitions. 

Christian is the primary point of dialogue for many of the advisors and RIAs that work with us. After an initial confidential discussion with a Makom Management team member, Christian enters the dialogue to better understand the advisor’s practice and determine specific opportunities they are seeking. Christian brings value through his many extensive relationships across the financial services landscape, offering advisors and firms guidance, consulting, and exceptional opportunities in the private wealth sector.