Most established RIAs hit a capacity ceiling. The founders are talented — but they're running the business, serving clients, and trying to grow simultaneously. Unlike Ongoing Strategic Advisory — which works primarily with the principal — the Fractional CSO positions Andy as part of your leadership team. He participates in leadership meetings, supports individual departments on strategic projects, and takes an active role in driving outcomes rather than simply advising on them.

• Active participation in leadership and department meetings

• Strategic project support across divisions and teams

• M&A sourcing, evaluation, and deal support

• Recruiting strategy and candidate evaluation

• Growth infrastructure — playbooks, frameworks, and operating processes

• Monthly market intelligence and competitive landscape analysis

• Technology stack assessment and vendor coordination

RIA firms with $500M+ AUM, a growing or evolving leadership team, and increasing complexity in their business. These are firms that have moved beyond the founder-only model and need a senior strategic partner embedded in the organization — not just available for a monthly call.

• Not a traditional M&A broker — no transaction fees, no incentive to push mediocre deals

• Not a recruiting firm — strategic alignment and integration, not placement-for-fees

• Not a generic consultant — 25+ years of platform executive experience across the industry

• Not a full-time CSO hire — a fraction of the cost, faster to deploy, broader network leverage

• Monthly 90-minute strategic consultation + weekly 30-minute check-ins

• Active participation in leadership meetings and firm initiatives

• 6-month initial commitment, then month-to-month

• Approximately 25% of Andy's professional time and attention

• Maximum of 2 active engagements at any time

Starting at $10,000/month. Schedule a discovery call to discuss fit, scope, and availability.