PFI Advisors
HQ Address
P.O. Box 3752 Redondo Beach, CA 90277, United States
Website Address
Business introduction
PFI Advisors helps RIA owners build the infrastructure and culture that frees up their time and grows their profits
PFI Advisors provides “white glove” transition support for billion-dollar breakaway teams that feel they already have the scale to start their own RIA without partnering with the national platforms that are currently out there.
For existing RIAs, PFI Advisors is available to consult on many of the operational and strategic issues facing larger firms as they continue to grow and need scale. This could include:
- Onsite review and operations diagnostic of your RIA’s major systems and workflows
- Pre-merger back office preparation and planning or post-merger integration support
- Retainer-based COO Resource Support to optimize your firm’s operations and overall business strategy
PFI Advisors Solutions
Breakaway/RIA Set-Up
For years, large wirehouse teams have looked at the RIA model as something aspirational, but have held back because of the lack of economic solutions for large teams and the growing complexity of the operational infrastructure for building an RIA. As you can see below, there are many options available to......
business needs
view solutionM&A Support Services
Service areas include: Pre-merger Post-merger Wirehouse acquisitions ...
business needs
view solutionOperations & Technology Consulting
As RIAs grow, they oftentimes add duplicative technology and their back office turns into an overcomplicated web of systems. PFI Advisors can help you simplify and consolidate your RIA’s infrastructure to optimize integrations, workflows, and functionality. Service areas include: Technology assessments Vendor due diligence Technology conversions Opening new office locations ...
business needs
view solutionRetainer Services
At the conclusion of an engagement, whether it be an RIA set up, technology implementation, M&A integration, etc., many clients have requested continuing advice, counsel, and coaching as it pertains to the recently completed project. PFI advisors is happy to offer Retainer Services, typically renewa...
