The Riviera Group combines over 30 years of Wealth Management industry experience in providing you the leading edge in Transaction Advisory Services and Comprehensive Consulting. Through mergers & acquisitions and comprehensive consulting anchored in strategic growth initiatives, we assist investment advisors at firms of all sizes navigate the many complicated decisions that are involved with attaining and sustaining growth. Ultimately investment advisors and their firms need customized solutions from industry experts that solve for the everyday challenges in managing and operating a growing, profitable and efficient business.

TRANSACTION ADVISORY SERVICES

Buy Side Representation

Buy Side Representation

The Riviera Group helps financial advisory firms achieve their growth objectives and gain a competitive advantage through strategic acquisitions.

Sell Side Representation

Sell Side Representation

At The Riviera Group, we measure success not by the dollar-value of a transaction, but by how well we meet–and how far we exceed–all of the seller’s objectives.

Mergers

Mergers

The Riviera Group provides the expertise in dealing with the many forms of mergers. We identify an appropriate partner for our client, and construct the ideal structure and terms of the merger to create a collaborative successful environment.

Comprehensive Consulting Results in Increased AUM, New Clients and Efficiencies

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Marketing

Refining your value proposition and identifying your ideal client leads to a redesigned marketing plan which includes your website, social media presence and targeted marketing campaigns

Technology

Technology integrations and data analysis & reporting to speed up new client onboarding and increase your staff’s bandwidth to service more clients

Client Service Management

Increase your wallet share by defining your client service model to capture more of your existing client’s investible assets