Category: PFI Related

5 posts categorized as "PFI Related"


Advisors Explain How They Made An Acquisition Work

April 11, 2018

Aspiriant, a wealth management firm based in Los Angeles, has doubled its size since its founding in 2008, by acquiring $6 billion in assets through five mergers. The firm, with $12 billion in AUM, is a prime example of the inorganic growth achieved by those who can manage a successful merger or acquisition. PFI (Pure…

Read More


Ready to Take Your Firm to the Next Level? Let Professional Management Lead the Way…

February 19, 2018

As RIAs grow, they continue to struggle with the optimization of their back office operations to achieve increased profitability as they gain clients and additional AUM.  It’s no secret that there are inefficiencies that creep into RIAs’ processes over time, and it is our experience that at some point in the evolution of the firm,…

Read More


Former Luminous COO to Provide Operations Consulting to RIAs

January 16, 2018

Advisors have been asking Matt Sonnen, CEO of PFI Advisors, for an outsourced COO offering since he launched two years ago. He’s no longer fighting the market. PFI Advisors, a consultancy focused on transitioning $1 billion plus breakaway teams out of the wirehouses, has introduced a new operations consulting service called COO Resource for registered…

Read More


Layla Paige Sonnen 4/9/15-7/8/17

July 10, 2017

To our business partners, associates, and clients who have tracked our daughter’s struggles with her brain disorder, we are completely heartbroken to inform you that Layla Paige Sonnen succumbed to her condition on the morning of July 8th. While we are absolutely devastated by this, we are soothed by the thought that she is now…

Read More


Celebrating 20 Years in the Industry: Matt Sonnen Concedes to an Interview with his Toughest Critic…His Wife

June 27, 2017

Below is a transcript of an interview Matt and Larissa conducted over margaritas in Hermosa Beach, CA on June 20th, 2017. Larissa: So, 20 years in the industry is a long time…How old do you feel? Matt: Ha ha!  The industry hasn’t worn me down, but our kids have!  We haven’t slept in 4 years!…

Read More