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Brett Oley
Co-Founder & Managing Partner of Oley Kinser Concierge Wealth and Financial Advisor at Raymond James Financial Services. He specializes in holistic wealth management for business owners, retirees, families, and divorced individuals.
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Jun 5, 2025
• 37min
From $125mm to $700mm: A Story of Growth and Grit in the Independent Broker Dealer Space
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Brett Oley and Ryan Kinser, co-founders of Oley Kinser Concierge Wealth, share a riveting tale of their leap from UBS to independence, skyrocketing their business from $125 million to $700 million in assets. They discuss the power of partnership and client-first service, along with the challenges and rewarding experiences of transitioning to independent practice. Their unique insights on strategic planning, successful acquisitions, and innovative marketing strategies highlight how a clear vision and strong relationships fuel continued growth.
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