A Better Way Forward
Texas RIA succession planning, mergers, and acquisitions — for advisors ready to sell, merge, or plan their exit, and for successors ready to acquire a thriving practice.
I’m _____________
Why Ritz Stevens?
A generation of advisors is preparing to step back — and too many end up handing their life’s work to whoever writes the biggest check. We exist to offer a better path: for the owner passing the torch, and for the advisor ready to take it.
We consult on succession from valuation through handoff, match retiring owners with successors who share their values, and stay involved long after the papers are signed. Every advisor who joins our network gets that same backing — marketing, consulting, and coaching from people who have built and transitioned real firms — whether succession is on the table today or a decade away.
Whichever Side of the Handoff You’re On, We’ve Got You
Most advisors come to us at one of two moments — ready to pass the torch, or ready to take it. We handle both sides of that conversation, and stay involved long after it.
For Advisors Passing the Torch
A handoff built on respect, not a transaction that erases what you built. We consult on the plan, value the practice, and find a successor who will carry your mission forward — and you keep the rewards you’ve earned for as long as you want.
For Successor Advisors
Step into a practice that already has clients, systems, and a reputation, instead of building all three from scratch. You inherit the firm — plus the marketing, consulting, and coaching to lead it well from day one.
For Successor Advisors
The National Successor Advisor Registry
Your name on the door — without starting from zero. We are building the first national database of successor advisors ready to step into established practices. Tell us who you are and what you’re looking for, and when a retiring owner’s firm matches your profile, you’re the first call.
First look, before the market
Registered successors see matching practices before they’re shopped anywhere else.
Confidential by default
Your interest is never visible to your current firm or broadcast publicly.
Earn ownership, don’t buy it
Our transitions are structured so successors build equity through performance, not a lump-sum purchase.
Join the Network
Why advisors join Ritz Stevens
Succession is how most advisors find us — it isn’t the only reason to stay. Every advisor in the network gets the same platform: marketing that fills your calendar, consulting and coaching from people who have actually built and transitioned firms, and a community of advisors who share what works. Whether you’re taking over a practice, growing the one you have, or simply done going it alone.
Marketing That Works
Campaigns, content, and positioning built specifically for advisory firms — so you spend your time with clients instead of chasing them.
Consulting & Coaching
Direct access to industry leaders who have built, scaled, and transitioned real advisory practices. Their playbook becomes yours.
Technology & Compliance Guidance
We don’t sell software — we help you choose it. Straight guidance on the right CRM, planning tools, and compliance providers, so your tech stack fits how you work.
Independence, Not Isolation
Keep your book, your brand, and your independence — with the infrastructure of an established firm and a community of advisors who share what actually works behind you.
First Look at Succession
Network members are first in line when a retiring advisor’s practice comes available — ownership opportunities most advisors never hear about.
Straightforward Pricing
One flat monthly membership and no percentage of your revenue — a fraction of what you’d pay elsewhere.
AI Coaching
Put AI to work in your practice.
Ritz Stevens coaches advisors on adopting AI the right way — from client communication and marketing to research and back-office efficiency — so you move faster than the firm down the street without betting on the wrong tools.
Our Commitment
What every advisor in our network can count on.
Real support, not a hotline
Direct access to consultants and coaches who have actually built, scaled, and transitioned advisory firms — not a ticket queue.
Your firm stays yours
You keep your book, your brand, and your client relationships. Our role is to strengthen what you’ve built — never to absorb it.
In it for the long haul
Our involvement doesn’t end at a signature. We stay engaged as your firm grows into its next chapter.
Ritz Stevens 