About Ritz Stevens
Growth and succession should never come at the expense of trust.
Ritz Stevens is a network of independent investment advisory firms built around a simple idea: growth and succession should never come at the expense of trust. We specialize in RIA succession planning across Texas, connecting experienced advisors ready to transition their practice — through a merger, sale, or internal handoff — with a new generation of successors ready to carry it forward. We also connect investors with advisors who treat every relationship as a privilege rather than a transaction.
Our Story
Why we exist
Ritz Stevens was founded to solve a problem we saw across the advisory industry: too many strong practices were being absorbed by rollups that stripped away the culture, relationships, and independence their founders spent decades building. We set out to build a different path — one where financial advisor exit planning starts with a real practice continuity plan, a retiring advisor’s legacy is protected, a rising advisor inherits a real practice instead of a blank slate, and the clients caught in the middle never feel like a number.
What We Do
A handoff that protects the mission
We work with Registered Investment Advisors across Texas to design succession plans, mergers, and acquisitions that keep a firm’s mission intact. On one side of the handoff, we pair advisors who are ready to step back with vetted successors who share their values and earn ownership over time rather than simply purchasing it. On the other side, we help investors find advisors held to a fiduciary standard, so their money is always managed with their best interest in mind.
Our Values
What guides every decision
Everything we do is guided by a few commitments: fiduciary duty first, complete transparency with clients and advisors alike, and relationships built on respect rather than a one-time handshake. We believe a succession should be a graceful handoff rather than a cliff, and that independence should never mean going it alone.
Who We Serve
Three groups, one standard
Investors
People who want an advisor that knows their name and their goals rather than just their account number.
Advisors Passing the Torch
Owners preparing to pass the torch on their own terms, with their legacy and clients protected.
Successor Advisors
Rising advisors ready to step into a thriving practice, with marketing, business management, and consulting support to help it grow.
Whichever side of the table you’re on, we’d welcome the chance to talk.
Reach out to learn more about joining the Ritz Stevens network.
Ritz Stevens 