Tricia Brady
For more than 30 years, I’ve worked at the forefront of wealth management leadership — serving as COO, CCO, consultant, and strategic advisor across RIAs, hybrid firms, family offices, and broker-dealer enterprises.
Today, as a VP and Business Consultant, I partner with advisory firms navigating:
• RIA transitions & independence
• Practice management & service model architecture
• Growth strategy & enterprise value expansion
• Compliance integration & regulatory readiness
• Team structure, succession & leadership alignment
I’ve advised 85+ firms across corporate, hybrid, and independent models, helping leadership teams design scalable infrastructure and intentional growth strategies.
I am the author of The Dance to Independence and co-author of Beyond the Broker, frameworks developed to support advisors building resilient, well-structured enterprises.