PFI Advisors was founded by Matt Sonnen, the former COO and CCO of Luminous Capital, one of the industry’s greatest breakaway success stories for transitioning a large Merrill Lynch team into the RIA channel. Starting with $1.7 billion, the firm grew to nearly $6 billion in AUM over a 4 1⁄2 year period, ultimately monetizing the business for more than $100 million. After transitioning Luminous Capital into First Republic Bank, Mr. Sonnen joined Focus Financial Partners, the largest aggregator of RIAs in the country.
Matt has teamed with his wife, Larissa, a former AXA financial advisor, operations professional, and entrepreneur; and Anna Maria Garcia, an Analyst he worked with at Focus Financial on several breakaway transitions and operations projects.
Put that experience and expertise to work for you and your team so that you can pursue your long-term vision with peace of mind. PFI Advisors has one goal – to be a continued voice in validating the RIA channel as a legitimate industry for billion-dollar firms who want to run real businesses, and not merely practices.
At PFI Advisors, we offer consultation with no long-term AUM fee structure, earnings give-up, or equity stake required. Our years of experience will help you build your customized infrastructure – from selecting the right vendors to building your technology suite – we do it all on an outsourced project basis.