Today’s RIAs face mounting challenges: evolving regulatory requirements, the need for operational modernization, and growing pressure to meet client expectations in an increasingly competitive environment. AArete brings hands-on expertise to uncover what’s working, identify areas for improvement, and implement practical solutions that drive measurable impact.
From streamlining processes and evaluating M&A opportunities to succession planning and practice expansion, AArete works alongside RIAs to reduce risk, uncover growth opportunities, and build long-term resilience.
Beyond short-term improvements, AArete partners with firms to integrate technology, align operating models, and adapt to a shifting financial landscape—so RIAs can move forward with greater clarity and confidence.
Our Solutions
Finance & Procurement Strategy
Empower your operations and corporate finance functions with sophisticated vendor optimization solutions, combining rigorous assessments, strategic procurement, and data-driven market intelligence. Our approach unlocks cost efficiencies, strengthens financial performance, and supports strategic capital allocation.
M&A Strategy & Integration Support
Experience seamless pre- and post-acquisition transitions through guided alignment of operational, technological, and cultural priorities. Our approach focuses on preparing RIAs for success ahead of a transaction while ensuring smooth integration post-close. We deliver tailored playbooks that streamline operational processes, enable technology adoption, and align organizational culture to maximize synergy capture and position the firm for long-term growth.
Client Experience &
Retention Solutions
Enhance client engagement and position your practice for long-term growth. Our approach helps RIAs leverage data to better understand client needs, improve touchpoints, and maintain strong relationships — especially during periods of transition. By providing intuitive dashboards, meaningful reporting, and actionable retention strategies, we empower RIAs to deliver a seamless client experience while protecting assets under management (AUM) and driving sustained growth.
Cost Optimization &
Efficiency Improvements
Drive efficiency through strategic cost reduction, selling, general and administrative (SG&A) optimization, and best-in-class benchmarking. Our solutions help RIAs enhance processes, streamline operations, and improve margins by adopting market intelligence to deploy industry-leading practices.
Data Analytics
Access to accurate, complete, and real-time data can empower informed decision-making and automate intelligent workflows critical to sustaining a competitive advantage. Deploy self-service analytics and visualization to enhance your data-driven competitive edge and gain actionable insights for strategic growth.
AArete is HITRUST Certified
AArete is pleased to demonstrate to our clients the highest standards for data protection and information security by achieving the rigorous HITRUST Risk-based, 2-year Certification for the information technology infrastructure running within Amazon Web Services (AWS) and Snowflake platforms. This achievement places AArete in an elite group of organizations worldwide that have earned this certification. HITRUST Certification is globally recognized as the gold standard and validation that information security and privacy controls are effective and compliant with various regulations.
Additional Certifications
- ISO 9001:2015 – Quality Management Systems
- ISO/IEC 27001:2022 – Information Security Management Systems
- ISO/IEC 20000-1:2018 – Service Management Systems
The AArete Difference
Proven Market Intelligence
Leverage actionable insights from AArete’s proprietary Knowledge Management Center, providing industry benchmarks that empower informed decision-making.
End-to-End Implementation
From strategy development to execution, AArete works alongside your team to ensure seamless transitions and lasting results, leaving your business positioned for sustained success.
Flexible, Aligned Engagements
Benefit from tailored solutions and creative fee structures, including success-based models, designed to align incentives with your goals.
Speed and Agility
Operate with confidence knowing we meet fast-paced timelines and tight deadlines without compromising quality, ensuring you stay ahead in a competitive market.
Data-Driven Excellence
Harness advanced analytics, AI, and machine learning tools to uncover opportunities, drive operational improvements, and guide smarter decisions.
Guaranteed Results
Our commitment is backed by guaranteed results, ensuring measurable outcomes that enhance performance and deliver significant ROI.
Industry Expertise and Results
With decades of experience across all major sectors and a proven track record, we deliver value at every stage – from acquisition to exit.
Wealth Management Insights
The Evolution of Wealth Management: Embracing Immersive Experiences for Strategic Growth
This is an AArete Financial Services insight Wealth management is at a strategic inflection point. Competitive pressures, fee compression, The Great Wealth Transfer, and the demand for hyper-personalized advisory services are forcing firms to rethink their business models, client engagement, and M&A strategies. Enter immersive experiences—a game-changing shift that will not only transform how firms…
3 Tips for Choosing the Right M&A Advisor for Your Wealth Management Firm
The wealth and asset management industry is in the midst of structural changes to its business model. A growing number of forward-thinking registered investment advisors (RIA) and money management firms are using this fundamental shift to expand market share through mergers and acquisitions despite today’s challenging economy.
After hitting record-high transaction volumes in 2022, M&A activity in the RIA sector has cooled this year. Fewer companies are changing hands due to several factors, most notably rising interest rates, turbulent securities markets (including a historic bond meltdown), and stubborn inflation, which is putting downward pressure on the value of assets under management, and operating profits.
Our Wealth Management Consulting Experts
Roberto Castaner
Client Account Manager
Get in Touch
Discover how AArete’s tailored consulting solutions help wealth management firms drive growth, improve operations, and navigate evolving regulatory landscapes. Fill out the form to connect with our team and explore strategies built for measurable impact.