We are CPAs, advisors, and accountants who focus solely on the financial services industry. As such, our client roster includes broker/dealers, RIA firms, financial planning firms, financial advisory firms, and wealth management firms.
Our clients typically have $100 million-plus AUM and range from newly established RIAs to seasoned financial planning firms. That said, being a good fit for Elevate is mostly about a desire to grow and become a successful industry leader. If this sounds like you now or like where you want to be, give us a call.