Aspen provides ongoing value and overall support to its RIA partners across four key pillars.

Organic Growth

Supercharge organic growth through levers like digital marketing and COI partnerships. Build a strong pipeline and lasting relationships.

Talent Placement & Development

Source, place, and develop top talent with Aspen’s talent engine; plan for your firm’s succession with expert support and guidance.

Practice Management

Optimize your firm with advanced technology, compliance support, and streamlined operations for smooth practice management.

M&A

Expand your practice through M&A with Aspen’s support, from sourcing deals to seamless integration, bolstering your successful growth strategy.

“With Aspen, you gain a permanent partner who is as invested in your success as you are, offering the resources and expertise to grow your business while maintaining what makes it unique.”
Aly Kassim-Lakha, Aspen CEO

What we look for in our partners:

High Quality
Service

Expectational financial planning and investment
management Services

Operates
Autonomously

Believes in the power of
decentralization and plans to maintain their brand

Growth
Oriented

The Team has a strong desire to grow their
business and legacy

Partner-Based
Mindset

Founders wish to operate as partners to Aspen in an open, collaborative environment.

A Differentiated Model in the RIA Space

Decentralization

  • Minimal integration requirements
  • Keeps decision making at the RIA
  • Maintains the brand and local culture
  • Maintains excellent experience for clients and employees

  • Integrates RIAs into a larger business
  • Moves decision making away
    from the RIA
  • Changes the brand and installs
    corporate culture
  • Confusing experience for clients
    and employees

Long-Term Growth

  • Strong focus on organic growth on top of market appreciation
  • Invests in recruiting and developing talent for the long run
  • Dedicated growth resources to add new clients and increase AUM

  • Reliant on market appreciation to grow
  • Unable to make long-term investments in people and talent development
  • Ineffective growth engine

Permanent Partnerships

  • Focused on top-line growth rather than integration “synergies”
  • Certainty about the future of the business for customers and employees
  • Disciplined focus on long-term, sustainable growth

  • Will sell the business in 3-5 years
  • Focused on integration “synergies” to cut costs
  • Uncertainty about the future of the business business for customers and employees
  • Pressure to generate profits now at the expense of long-term growth

Aspen’s Brand Promises

We promise to honor the entrepreneurial spirit and autonomy of every RIA partner. We maintain your unique culture, and ensure that your values and vision continue to thrive within our community.

We promise to honor the entrepreneurial spirit and autonomy of every RIA partner. We maintain your unique culture, and ensure that your values and vision continue to thrive within our community.

We promise to honor the entrepreneurial spirit and autonomy of every RIA partner. We maintain your unique culture, and ensure that your values and vision continue to thrive within our community.

We promise to honor the entrepreneurial spirit and autonomy of every RIA partner. We maintain your unique culture, and ensure that your values and vision continue to thrive within our community.

We promise to honor the entrepreneurial spirit and autonomy of every RIA partner. We maintain your unique culture, and ensure that your values and vision continue to thrive within our community.

We promise to honor the entrepreneurial spirit and autonomy of every RIA partner. We maintain your unique culture, and ensure that your values and vision continue to thrive within our community.