Balancing scale and boutique client experience

About this episode…

When you look at the most successful advisory firms in the industry, many grew through acquisition, capital partners, or transition deals. But there’s another version of growth: one built through discipline, culture, and a relentless focus on doing the work.

Today’s guest, Brandon Ross, has lived that journey from every angle. Before launching Quotient Wealth Partners, he built Peak Capital. Peak merged with Joe Duran’s United Capital early in its rise and later experienced the shift to a large-firm environment when United was acquired by Goldman Sachs.

After years of experience across the spectrum – from independent to aggregator to Wall Street firm – Brandon identified the best elements of each model. So, when Brandon and his partners launched Quotient, they were intentional about what they carried forward and what they left behind.

Ultimately, they created a firm with the freedom of independence, the scale of a modern enterprise, and a culture where growth starts at the top (not with a checkbook).

It’s a philosophy that’s paid off. In just two years, Quotient has grown from $2.5B to $4.4B in AUM, powered almost entirely by organic momentum.

• The elements of Quotient’s success—and how they combined the innovation of Goldman Sachs, the independence of an RIA, and the drive of a startup.
• Launching their RIA—and why they chose the Dynasty Financial Partners platform.
• Building a growth engine—and how they turned it into a repeatable playbook.
• Advisor training programs—and how they create an unwavering focus on the client experience.
• Their referral culture—and how that powers their organic growth.

Plus, Brandon explains why they’ve resisted private equity, why “sweat equity is the best equity,” how they’ve scaled without losing their entrepreneurial edge, and more.

Listen in for a valuable growth story, grounded by a transitional experience few can offer.

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.