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Ryan Kinser
Co-Founder & Managing Partner at Oley Kinser Concierge Wealth, specializing in comprehensive financial planning. He focuses on tailored portfolio construction and a concierge level of client service.
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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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