Wealth management
10 wealth management consultants
These ten wealth management consultants have held consulting or advisory roles focused on wealth management. Readers can learn how a wealth management consultant helps advisory firms and wealth managers plan growth, improve operations and technology, and prepare for regulatory and succession decisions.
Professionals to explore
01—10Dan Inveen
LinkedInExperience: Independent Consultant · Freelance
Freelance Independent Consultant since 2021 and Benchmarking Advisor at AdvisorEconomics since 2026; his profile says his clients have included broker-dealers, asset managers, leading RIAs and every major industry custodian, and that he has directed industry executives toward how to succeed in the financial advisory marketplace. He was Senior Consultant, FA Insight at TD Ameritrade Institutional (2018–2021) and Principal and Director of Research at Inveen De Pardo Consulting (Formerly FA Insight) (2009–2018).
François Pradel
LinkedInExperience: Research and management consultancy for the asset & wealth management industry · Indépendant
Independent (Indépendant) research and management consultancy for the asset & wealth management industry since 2018; his profile lists assignments in market research and segmentation, operational strategy, digital transformation, automation, BPM/RPA and operational efficiency, plus analysis, selection and implementation of software products. His assignments include SFDR reporting rollout at Arkéa Asset Management (2022–2023).
George Karris
LinkedInExperience: Independent Consultant Financial Services Strategy (IBD RIA) · George Karris Consulting
Independent Consultant Financial Services Strategy (IBD RIA) at George Karris Consulting since 2024; his profile describes a career at the intersection of strategy and execution in the IBD and RIA space. He was Head Of Strategy Head of RIA Services at Cetera Financial Group (2017–2024), where his profile says he built the firm's RIA platform from concept to $1.5B AUM, and Senior Vice President, Corporate Strategy at LPL Financial (2007–2014).
Greg O'Gara
LinkedInExperience: Wealth Management Research and Consulting · Datos Insights
Strategic Advisor at Datos Insights since 2025, and formerly in Wealth Management Research and Consulting at Datos Insights (2018–2020) and Lead Analyst, Wealth Management at Javelin Strategy & Research (2021–2025). His profile describes consulting engagements with large financial institutions, advising on acquisition targets, WM technology platforms, industry regulation and pricing.
John Rolander
LinkedInExperience: Business Consultant · Independent Advisors - Private Clients
Business Consultant at Independent Advisors - Private Clients, a business consulting firm, since 2023; his profile lists specialties in strategy, organization performance, and wealth and asset management. He was Partner at Incandescent (2018–2023), Director at Marakon (2014–2018), Vice President at Strategy& (2009–2014) and Partner at Katzenbach Partners LLC (2004–2009).
Mark Peixoto
LinkedInExperience: Independent RIA Industry Consultant · Quartermaster Consulting Services
Independent RIA Industry Consultant at Quartermaster Consulting Services since 2005; his profile describes helping Registered Investment Advisors integrate human capital and technology to manage business growth while mitigating operational risk. He was Chief Operating Officer at MACRO Consulting Group (2014–2018) and Business Consultant - Interim Chief Operating Officer at multiple Registered Investment Advisor start-ups (2010–2014).
Michael Nestler
LinkedInExperience: Wealth Management Consultant · Nestler Consulting Services
Wealth Management Consultant at Nestler Consulting Services since 2017; his profile describes empowering large BD and RIA firms to promote automation and efficiency, discover key business insights, and respond swiftly and accurately to regulatory matters. He was Wealth Management Analyst at Lawless, Edwards and Warren - Wealth Management (2014–2017).
René M. La Barre
LinkedInExperience: Founder and Partner · Global Wealth Management Consulting GmbH
Founder and Partner at Global Wealth Management Consulting GmbH since 2019; his profile describes international wealth management experience with UBS, including setting up and leading multicultural teams to support HNWI and UHNWI families in achieving their financial goals. He was Project Manager Tax Efficient Offering at UBS Switzerland AG (2019) and Chief Representative Officer at UBS (Nigeria) Representative Office Ltd. (2017–2018).
René Mottas
LinkedInExperience: Partner · THE CONSULTING PARTNERSHIP
Partner at THE CONSULTING PARTNERSHIP, Company Owner of RekaluMa Consulting and Senior Advisor at Eraneos, each since 2022; his profile headline lists consulting services and expertise in wealth management and market development. He was Member of Executive Committee & Head Wealth Management Europe at UBP - Union Bancaire Privée (2019–2021) and Member of UBS Global Wealth Management Senior Leadership and Management team at UBS (2016–2019).
Ria Jernberg
LinkedInExperience: Financial Advisor Practice Management RIA Growth Consultant Scaling Advisory Firms with Systems · Reimagined Practice
Financial Advisor Practice Management RIA Growth Consultant Scaling Advisory Firms with Systems at Reimagined Practice since 2021, and Leadership Coach & Partner to Wealth Management Leaders Mindset, Growth & Succession Planning at ESC Strategy since 2026. Her profile says she helps financial advisors scale their businesses through strategy, systems and leadership, including building strong teams in wealth management.
Choose the right perspective
Match the consultant's background, for example RIA operations, broker-dealer strategy, private banking or industry research, to the decision your firm faces. Ask whether they will benchmark and advise, lead a project such as a platform or technology change, or coach your advisors and leaders.
Questions to take into the conversation
- 01What operating model and technology should a growing RIA put in place before its assets double?
- 02How should a wealth management firm evaluate an acquisition or a move to a new custodian or platform?
- 03Which practice management changes most improve advisor capacity and the client experience?
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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