David Barton

A Big Question For Small Advisors--Why Sell Now?


Here are some questions to consider if you are an owner of an RIA with $500 million or less in client assets.

How Pandemic Washed Away Profit Margins For Small RIAs


When the COVID-19 tsunami reached our shores, the profit of smaller RIAs retreated with that insidious tide.

Contingency Planning: How A Strong G2 Can Improve The Value Of Your Firm


It is important for RIA owners with next generation talent to put in place a formal succession plan.