EXPERIENCE | INTEGRITY | STEWARDSHIP

The Retirement Industry's
Most Experienced & Trusted
M&A Advisory Firm

Experience + Integrity + Stewardship = Trust
50+
retirement advisory firm
m&a engagements
100+
retirement advisory firm CLIENTS served
100+
years of retirement expertise
your team

Experience Counts.

Wise Rhino Group is a unique resource and catalyst for Retirement Advisory firms in pursuit of accelerated growth and sustained competitive success

With more than 100 years of combined retirement industry experience, we have built impactful, long-term relationships through empathy, trust and integrity.

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100+ years of retirement industry experience

Helping you prepare for and execute on what's next.

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Leverage Wise Rhino Group's M&A Advisory Services backed by unmatched retirement industry experience as Advisors, TPAs, Recordkeepers, DCIO  and FinTech leaders.

As the Retirement Industry's most experienced and trusted M&A Advisory Firm, we have a unique and deep understanding of retirement advisory firm needs..

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REPRESENTATIVE INDUSTRY ENGAGEMENTS
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WISE RHINO INSIGHTS

Preparing Your Business for the Next Step.

All insights
OneDigital Acquires Resources Investment Advisors
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10 Factors to Consider Before Choosing A New Firm
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How NFL teams and retirement advisory firms build equity value
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Retirement advisory firms must adapt or face attrition
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ProCourse Fiduciary Advisors Acquired by MJ Insurance
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Wise Rhino Group Client Alpha Pension Acquired by HUB International
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What's next for your firm?

Lets Talk.

Gain a more complete understanding of how M&A is impacting the Retirement industry and the state of your business relative to the broader marketplace.

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