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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Brandon Kawal
Partner at Advisor Growth Strategies, LLC
Speaker

Profile

Brandon Kawal, a Partner at Advisor Growth Strategies, has managed client engagements, thought leadership, and research for over a decade. AGS is a leading consulting and transaction advisory firm with a client portfolio of 350+ firms that provides custom business management solutions to the nation’s top advisory firms. AGS specializes in RIA compensation & equity design, strategic planning, succession/exit planning, and transaction advisory.

Brandon regularly contributes to major industry publishers such as Wealth Management, Barron’s, Citywire, ThinkAdvisor, and AdvisorHub and enjoys researching and writing about industry challenges, next gen trends, and M&A. Mr. Kawal has been recognized as a ThinkAdvisor Luminary in Dealmaking and Growth and an InvestmentNews 40 under 40 honoree. Mr. Kawal authors and leads the research for “The RIA Deal Room” which was recognized as the Industry Research Initiative of the Year in the 2021 Wealth Management Industry Awards.

Agenda Sessions

  • Navigating Mergers in RIAs: Key Strategies for Partnering and Driving Growth Through Strategic Alliances

    4:15pm