How a $4.4B RIA Scaled Without Private Equity or Shortcuts
Автор: Diamond Consultants - Financial Advisor Recruiters
Загружено: 2025-12-18
Просмотров: 28
Enterprise-scale growth doesn’t have to come with private equity, roll-ups, or shortcuts.
In this episode, Brandon Ross, CFP®, Co-Founder and Co-CEO of Quotient Wealth Partners, shares how his firm scaled from $2.5B to $4.4B in AUM in just two years, driven almost entirely by organic growth.
Brandon brings a rare perspective. He’s built firms independently, experienced the aggregator model firsthand, and lived inside a large institution after United Capital’s acquisition by Goldman Sachs. Those experiences shaped how Quotient was intentionally designed from day one.
This conversation breaks down:
How Quotient combined enterprise scale with true independence
Why they chose Dynasty Financial Partners as their platform
The systems behind their repeatable organic growth engine
Advisor training programs that protect the client experience
How a strong referral culture fuels sustainable growth
Why they’ve resisted private equity and believe “sweat equity is the best equity”
For advisors thinking about scale, succession, or long-term independence, this episode offers a grounded, experience-driven blueprint.
🎧 Listen in for a growth story shaped by discipline, culture, and leadership—not checkbooks.
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