Three Bell Capital ranked #1 on the Top 100 Emerging Wealth Management Firms by RIA Channel. Jon Porter, CEO, Three Bell Capital sat down with with Julie Cooling, Founder and CEO of RIA Channel to discuss his firm’s success and plans for continued growth.
Based in Silicon Valley, Three Bell Capital works with many entrepreneurs and start up businesses. Their focus on alternative wealth building strategies coupled with delivery of comprehensive planning services has served their clients well. Three Bell Capital is also almost 100% referral-based. Porter jokingly credits “Jerry Maguire” for their business model. By serving fewer clients, maintaining deeper relationships and providing broader advice relevant to the entrepreneurial community, Porter has decidedly differentiated Three Bell Capital from other advisory firms.
Although growth by acquisition wasn’t part of their firm’s initial plans, Three Bell Capital recently acquired a $700 million dollar wealth management business. Once complete, assets under management for the firm will exceed $1.2 billion. RIA Channel ranked RIA firms based on quantitative and qualitative factors including size, growth and services offered. To learn more about the ranking criteria for the 2017 Top 100 Emerging Wealth Management Firms, view it here.