The Institutional Clients Group (ICG) is a dedicated team with a sole focus on providing strategic counsel and execution services to the U.S. RIA marketplace.
Whether an established RIA looking for revenue growth or a breakaway team seeking launch services, ICG provides important support to RIAs of all sizes. Our suite of services includes vision and strategy development, revenue growth solutions, pricing and compensation, tuck-in roadmap and execution, M&A services, succession planning, and breakaway advisor launch services.
ICG provides strategic guidance on developing an optimal operating environment, including corporate governance, winning strategies for in-organic growth initiatives (recruiting), firm profitability, revenue expansion, and organic growth to achieve leverage and scale.
From Point A to RIA.
For a NewCo advisor team looking to enter the RIA market, or a large institution looking to future proof their business model, by adding a national ADV platform.
Harness our team’s experience within large organizations and leverage their insider expertise for advice and support on creating an enterprise grade platform.
For PE investors, investment banks or advisor firms, we become a part of your due diligence team. We provide unfiltered advice throughout your investment or acquisition process in wealth management and fintech investments.
For sellers, we open our network to a vast universe of buyers and lenders for a one stop solution.
Using a rubric of 20+ key decisions across operational, technology, and growth segments, we assess and benchmark your organization against best-in-class and provide actionable recommendations. Learn more HERE.
Founded and operated by financial and technology industry veterans, Mirador has deep insights into the needs of those with significant wealth and those who serve them – and how to leverage technology to solve those needs efficiently. As such, we are directly aligned with our clients’ best interests.
As a managed service provider, our business relies on over-delivering for every client, so we’ll be with you every step of the way. We are equipped to answer any question and identify and resolve any issue.
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