Broker Check

Grow Your Wealth Management Practice

The Advice-Centric Experience

Now it's easier to demonstrate all the ways your advice adds value to your clients' lives.

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Ridge Capital Management, LLC is a Turnkey Advisory Platform for a select group of wealth advisors. Through Ridge Capital Management, LLC our partners can leverage an award winning investment platform as well as industry leading investment in technology, dedicated resources and operational efficiency to grow their practice.

We believe our advisors have a unique ability to grow exponentially because of our focus on these specific 7 needs:

1. Marketing

Do you struggle with developing and implementing a marketing strategy to grow your business? We offer a robust marketing platform that will deliver a defined marketing strategy.

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2. Technology

We offer our partners access to award winning technology platforms. RCM has implemented a full suite of technology offerings, allowing you to spend more time with your clients and less time navigating hundreds of technology tools on the market.

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3. Operations

The hardest part of growing your business is maintaining a superior service model while acquiring new clients and growing service demands. We offer our partners a dedicated service liaison to increase accountability while ensuring you can focus on client relationships.

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4. Investments

 Our approach to investing gives our partners the autonomy to identify the clients goals, develop a financial plan, select the investments or managers, and communicate a transparent approach all while interacting with the client and custodian in one interface.

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5. Business Development

We attribute our continued growth to the emphasis we put on having a deep understanding in the business. Implementing segmentation tools and continually monitoring specific, actionable metrics has allowed us to spot areas that need improvement. We offer a team of business consultants that provide invaluable insights to growing your business.

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6. Succession Planning

One of the biggest questions independent financial advisors face.. What happens if something happens to you?

We work with our partners to develop a continuity and succession plan that gives your family, as well as your clients the peace of mind that they are being well taken care of.  

An internal estimate at our affiliated firm, Cetera Financial Group, found that as few as 1 in 10 advisors actually have a formal succession/ business continuity plan.


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7. Compliance

Compliance for independent advisors can be a challenging and rapidly changing environment to navigate. Partnering with RCM gives independent advisors a dedicated compliance team, ensuring all regulatory requirements are met, giving you the confidence to prioritize your time on growth.

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We know what it is like to build a successful practice on your own, and we believe a partnership with RCM provides you with the right tools to grow with unmatched efficiency and scalability.

We look forward to learning more about your practice.