Growth Partner · for RIAs

Grow your RIA with a plan, a scorecard and Joe in your corner.

A year of working on your firm's report card with Joe Moss: three numbers to grow, three moves at a time, a monthly call, and your grades re-scored every quarter from the same public data as every RIA on Advicer.bio.

Apply to be a Growth Partner10 firms at a time · one per metro area

$10,000 / month3-month minimum, then month to month. Or $100,000 for a year paid up front (two months free).

What you get

A plan, a rhythm and proof it's working, without a pile of meetings

Week one

The plan

Your report card and growth plan: growth, advisors, tech stack, marketing and your Advicer page, graded against the typical RIA and the fastest growers
A 2-hour working session with Joe and your owners to agree three numbers to grow this year, like new households, net new assets and referrals
Your first three moves, each with an owner, a due date and the steps

Every month

The rhythm

A 60-minute call with Joe: what moved, what's stuck, and your next three moves
Your numbers each month in a two-minute form, charted against your targets
Reminders before moves are due, so nobody has to chase anybody
Message Joe any time; answers within a business day

Every quarter

The proof

Your report card re-scored every quarter from SEC filings and your Advicer page, against where you started
Your portal: scorecard, moves, call notes and grades in one place, for your owners and team
Advicer.bio's data at work for you: advisors moving in your state, firms like yours, and which firms view your page

Who it's for

Independent RIAs ready to grow on purpose

Founder-led and partner-owned RIAs, usually $300M to $3B, growing but held back by one weak grade: marketing, tech or advisors
Why it pays: at a 1% fee, five $2M households cover a year. One advisor with a $100M book covers it ten times over
One firm per metro area, so we never work for you and the firm down the street at once

What it never includes

The lines we don't cross

Better grades or rankings. Your report card, Organic Growers and Talent Magnets use the same public data and formula as every firm's.
A better spot in Find an advisor, or introductions to anyone's clients.
Vendor kickbacks. Tech advice is ours; we tell you which companies sponsor Advicer.bio, and sponsors get no preference.
Your compliance sign-off. We help you write it; your compliance team approves what you publish.
Guaranteed results. We commit to the plan and the rhythm, and your scorecard shows honestly what it does.

How it starts

1ApplyTwo minutes: your firm, your size and what you want to grow.
2TalkA 30-minute call with Joe to see if it's a fit, and whether your metro area is open.
3StartYour plan, your three numbers and your portal in week one.

Apply

Apply to be a Growth Partner

Joe reads every application and replies within two business days. If your metro area is taken, you'll hear that too, and be first in line when it opens.

Questions first? Email Joe.