We’re Recruiting
You built the book. What do you own?
You built the client relationships. You earned the trust — call by call, year by year, through their divorces and their exits and their kids’ tuition. The revenue follows you into every room.
And at most firms, that’s exactly where it stops being yours.
Alphavest is an ownership-track firm for advisors who are done building someone else’s enterprise value. Female-founded, fee-only, independent since 2010 — built by an advisor who left the establishment the hard way and made sure the next woman wouldn’t have to.
The Offer
What’s actually on the table
01
Ownership without the startup.
Strong payouts, equity participation, and a stake in the enterprise value you help create — without designing an RIA from scratch. The solo route isn’t the only way to own what you grow. It’s just the loneliest one.
02
Your clients, a serious platform behind them.
You stay the primary advisor and fiduciary. We bring in-house investment management, tax-focused planning, compliance, operations, and technology built to get admin off your calendar — so the hours go where the value is: the relationship.
03
Perfect Day — for you first.
Every advisor here runs our trademarked process on their own life before running it with clients. Your time, your capacity, your boundaries, designed on purpose. We don’t believe a practice should consume the person who built it. We built the firm to prove it.
04
Mentored, not managed.
Direct access to Cokie as thought partner and economic partner — three exits in this industry since 2008, thirty years in, and zero interest in surrendering your judgment for you. Independence should not mean isolation.
A Note From Cokie
Leaving an established firm is a serious decision, and joining us is one of at least four ways to make it. You could stay and negotiate harder. Join an established RIA. Affiliate with a platform. Or build your own from the studs.
Each path trades differently on economics, control, and what you’ll own at the end. Cokie has personally navigated these moves — she knows what it costs to move a book, change platforms, and start over. So the offer is this: bring us the question, not the résumé. If the honest answer is Alphavest, let’s build. If the honest answer is another path — she’ll help you see that clearly too.
This industry needs more advisors who own what they create, wherever they create it. That’s the whole ethos of our firm.
— Cokie
Who This Is For
This is probably you if:
You’re not trying to escape the advisory business, you want to own more of it. You have an established book, or the proven ability to build one, five-plus years in, and the credentials that come with taking the work seriously.
And you’ve started having the thought, usually in someone else’s meeting, that the next chapter shouldn’t have someone else’s name on the door.
Not ready for that conversation yet? Women in Wealth is the room where it usually starts.