We wouldn't exist if running an RIA was easy.
There's no handbook that we know of for financial firm ownership. At least, not yet.
And until there is, growth is messy, and uniquely messy for each individual.
That's why we started Theorë.
Sometimes, you might need to zoom out.
Running *any* business means a lot of attention to a lot of details.
We start with a macro lens, and trust us, from up there, everything starts to look different.
We work with RIAs that are:
Growth-Minded
Looking to scale, hire, or expand?
We specialize in the challenges of growing pains, staff expansion, and the underlying ambition.
Values-driven
Our clients tend to care a lot about things besides profit.
SRI, regenerative investing, and supporting underserved populations for example.
Because we care about those things, too.
Ready for change
Resolving issues and growing a firm means things will have to change.
We look for firm owners who embrace this, and are willing to trust an outside voice.
CLIENT CHATTER
It is no exaggeration to say that Béla has been crucial to any success this division has seen.
Alex / Vice President
THE FOUNDER
Meet Béla
After working with RIAs for more than 15 years, Béla's seen it all.
And in seeing it all, she tended to notice the same kinds of pitfalls and dysfunction, hampering real growth. Poor employee retention, inability to market, overwhelm and overwork and don't even get her started on the compliance!
Her solution? To provide real, critical support to RIA owners in the aspects of business operation and growth that, let's face it, are not exactly covered by the CFP exam.
She founded Theorē in response to an unspoken, but clear need, for operational and developmental support, for financial advisors running their own firms.
