Updated:
Park Sutton Advisors
Park Sutton Advisors is a boutique investment bank specializing in M&A for wealth and asset management firms, with offices in New York and Los Angeles.
Park Sutton Advisors
Details on Park Sutton Advisors are sparse. The firm operates from New York and Los Angeles, functioning as a boutique investment bank with a singular focus: mergers, acquisitions, and strategic advisory for wealth management firms, registered investment advisors, and asset managers. Its client base spans independent RIAs, family offices, and institutional asset managers seeking liquidity, succession, or scale. The firm advises on sell-side mandates, buy-side acquisitions, and capital raises. Its coverage includes traditional RIAs, wealth-tech platforms, trust companies, and multi-family offices. Recent known activity includes advisory roles on independent wealth manager transactions, though specific named deals were not sourced for this profile. Team size and AUM are not publicly disclosed. The firm does not manage capital; it facilitates transactions. Its value derives from a concentrated network of financial sponsors, strategic acquirers, and independent wealth platforms, particularly in the fragmented US RIA market. What distinguishes Park Sutton is its pure-play focus on wealth management M&A, a counter-cyclical specialty that aligns with demographics and rising demand for succession planning among aging advisory firm founders.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Additional offices
Los Angeles, CA, United States
Sector focus
Frequently asked questions
What does Park Sutton Advisors do?
Park Sutton Advisors is a boutique investment bank that provides M&A advisory services exclusively to wealth management firms, registered investment advisors, asset managers, and family offices. Its services include sell-side representation, buy-side acquisition searches, and capital raising.
How does Park Sutton Advisors differ from generalist investment banks?
The firm differentiates itself by focusing entirely on the wealth and asset management sector. This narrow specialization provides deep buyer relationships and sector-specific deal expertise that generalist banks cannot replicate, particularly important in the fragmented and regulatory-heavy RIA marketplace.
Does Park Sutton Advisors manage client assets?
No. Park Sutton Advisors is an advisory firm, not an asset manager. It does not manage portfolios or invest capital. It earns fees by advising on transactions such as mergers, acquisitions, and capital raises for wealth management firms.
What types of clients does Park Sutton Advisors represent?
The firm represents registered investment advisors, independent broker-dealers, multi-family offices, trust companies, and wealth-tech platforms. Most clients are founder-owned firms seeking liquidity, strategic partnerships, or succession solutions via a sale or merger.
Where is Park Sutton Advisors located?
The firm maintains offices in New York City and Los Angeles. Its dual-coastal presence supports coverage of the two largest US wealth management markets and facilitates in-person deal negotiation with both East Coast financial sponsors and West Coast wealth platforms.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: