DeVoe Elevate 2025

May 7, 2025 · Nashville, TN

Elevate is DeVoe & Company's single-day event for RIA executives, and the lighter counterpart to its M&A+ Succession Summit. The focus is the operating side of running an advisory business: how firms organize, where their margin actually comes from, and what separates the ones that compound from the ones that plateau.

Who attends

RIA founders, CEOs, presidents and chief operating officers, mostly from established firms, plus consultants and platform partners working with them. The one-day format keeps the group small.

What it covers

• Firm strategy and long-term positioning

• Operational efficiency and margin management

• Leadership, talent and organizational structure

• Growth, both organic and through acquisition

Why margin conversations end at the operating model

DeVoe's benchmarking work shows wide margin dispersion among firms of similar size, and the difference rarely comes down to pricing. It comes from how much manual work sits between a firm's systems — the reconciliation, rekeying and report assembly that consumes staff time without producing anything a client would pay for.

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