The Premier Partner for Growth Minded Advisors.

Kelmont helps established advisors compare RIA firms and platform models, the people behind them, and the business, operating, and economic tradeoffs that matter to growth.

See why advisors choose Kelmont
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A stronger operating model

Build a practice that carries more.

Partnership should add more than capital. The right RIA can create operating capacity around the advisor—covering team leadership, client-service infrastructure, and execution—so growth does not depend on one person carrying more.

Leadership
Give the practice an operating owner beyond the advisor.
Clients
Keep the advisor available for high-value relationship work.
Scale
Build processes that do not depend on one person.

The Kelmont Philosophy

The Kelmont Philosophy

The right partner does not replace an advisor’s judgment. It gives that judgment more room to work.

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Why work with Kelmont?

Finding fit is all in the details: who makes decisions, how advisors are supported, what autonomy looks like in practice, and the full economic picture. By partnering with Kelmont, you draw on Josh Curtis’s long-standing industry relationships to find a partner that fits your growth vision.

  1. Step 1: Start with what matters to you.

    We define the goals, pressures, and non-negotiables behind your next move.

  2. Step 2: Let us find the fit.

    We search our network for firms that support the practice you want to build.

  3. Step 3: Talk to people with answers.

    We connect you with the leaders and specialists closest to the issues that matter.

  4. Step 4: We see the plan through.

    From commitment through transition, we help keep responsibilities, priorities, and timing aligned for your next stage of growth.

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Keep your priorities visible throughout the process.

Receiving firms know how to present their model. Kelmont keeps your desired role, operating requirements, and non-negotiables at the center of the discussion. Kelmont is engaged and paid by receiving firms or platforms; see the Legal & Regulatory Disclosures for details.

  • Objective
  • Requirements
  • Non-negotiables
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Match the partner to the practice you want.

Some advisors want a partner to absorb compliance, technology, and paperwork. Others want stronger economics through a higher payout, or more control over which clients they serve and how. Kelmont builds the comparison around those priorities using information supplied by receiving firms, then identifies models that may align with them. Advisors and firms conduct their own diligence and make all final decisions.

Operating relief
Compliance, technology, billing, and paperwork
Stronger economics
Grid, payout, equity, and transition structure
Greater autonomy
Control over clients, advice, and brand
Added capacity
Team and infrastructure without more founder load