Acquisition Opportunity Recent news indicates Dickinson Investment Advisors was acquired by Waverly Advisors in January 2025. This suggests a potential transition in client relationships, AUM integration opportunities, cross-sell of wealth planning and retirement solutions, and service realignment conversations with the acquiring firm.

Growth Gap With a small team of 2-10 employees and revenue in the $10M–$25M range, there may be a strategic need to scale infrastructure, provide enhanced technology, compliance, and marketing support to sustain growth and attract additional high-net-worth clients.

RIA Focus As an SEC-registered investment advisor operating in multiple states (Iowa, Nebraska, Arizona, Texas) since 1998, the firm demonstrates a mature, regulated approach. This presents a sales angle for advisory tech, CRM and portfolio management upgrades, and enterprise-grade compliance solutions suitable for an expanding multi-state RIA.

Digital Expansion Existing tech stack includes WordPress, Google Analytics, Gravity Forms and other web tools, highlighting opportunities to offer scalable marketing automation, client onboarding, digital reporting, and cybersecurity enhancements tailored for RIAs to improve client acquisition and retention.

Client Experience The value proposition emphasizes regular portfolio reviews, tailored portfolios, and time-saving benefits for clients. There is a chance to partner on enhanced client engagement platforms, reporting dashboards, and retirement planning tools to deepen advisory relationships post-acquisition.