Diverse
Partnerships.
Focused on customized
portfolios with
integrated planning.
Partner with a
capital “P”.
Proud. That’s what we are of what we were able to bring to the table for Grimes and Company, helping them realize their vision for the company they are today. When they came to us, they were already a successful nationally-recognized, employee-owned wealth management firm. We brought them the capital and expertise they needed to launch their M&A game, expand their organic growth programs, and provide advisors and clients with a broader set of resources.
Additionally, these efforts help attract investment-focused advisory teams who value centralized planning and growth while maintaining the flexibility of customized portfolios. We love the ride, and love working alongside truly wonderful People (with a capital “P”).
FOUNDED IN
1985
in advisory assets
Managing nearly
$6B
in advisory assets
Managing nearly
33+
advisors
Managing nearly
60
employees
Managing nearly
2
OFFICES
Next level growth for
Grimes and Company
“This partnership allows us to build something even more special, enabling us to become a magnet for top talent and remain an industry leader for years to come. We are not sacrificing our independence or culture; we are enhancing it.”
— Kevin T. Grimes, CFA, CFP®, CEO and
Chief Investment Officer
Grimes and Company
in the news
This partnership will help fuel Grimes’ continued momentum, enabling the firm to deliberately expand its geographic presence, further refine its centralized planning process and attract growth-focused advisor teams and firms.
Duran will help build Grimes & Company into a national RIA, with plans to add five to six locations over the next couple of years.
At Citywire RIA’s CIO Summit in Austin, the managing partners of Rise Growth Partners discussed how RIAs can differentiate themselves in an increasingly saturated M&A marketplace.
You + Us.
Built to Rise.
If you want to build something extraordinary — or are dreaming about what could be — let’s talk. We’d love to hear where you want to go, and discuss how we can help get you there. It’s better together.
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