Rich and Company

What Rich and Company does

Rich & Company, LLC is a privately held boutique wealth management firm headquartered in Canton, Georgia, founded in 2023 by David Rich, a CPA and Certified Fraud Examiner who previously served for two decades as a federal agent with the U.S. Department of the Treasury. The firm operates as a fee-only fiduciary multi-family office serving high net worth individuals and families across the United States, with a stated emphasis on the Southeast. Its service portfolio is anchored by Tax Advisory and a Multi-Family Office Services platform, which bundles estate planning and management, private investment services, fiduciary services, family banking strategy, insurance evaluation, personal budgeting, bill pay, and concierge services into a single integrated offering.

The business model is relationship-driven and consultative: clients are acquired through the firm's website, direct outreach, referrals, and scheduled consultations, with no digital self-serve or product-led motion. Revenue is generated primarily through a flat annual fee calculated on assets under management, billed on an annual cadence, covering either a standalone financial plan or the full integrated service suite. The firm collects no commissions and sells no products, positioning this alignment as a core differentiator from broker-dealers and commission-based advisors.

The technology stack is described as standard financial advisory and accounting tooling with tightly controlled data privacy and security protocols; no proprietary platform, AI/ML capabilities, or software product is offered. The firm employs between one and ten people, with four named team members — a Managing Director/CPA, a Junior Staff Accountant, a Client Accounting Assistant, and an Office Administrator/Client Services Manager. There is no external investment, no parent company, and no public financial disclosure; David Rich retains final approval authority on all advisory matters.

Name

Rich and Company

Legal name

Rich & Company, LLC

Website

https://richcoadvisors.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

1–10 employees

Short description

Rich & Company is a privately held boutique fee-only fiduciary multi-family office in Canton, Georgia, founded in 2023 by David Rich to deliver integrated tax advisory, estate planning, investment, and concierge services to high net worth individuals and families across the United States.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592), Trusts, Estates, and Agency Accounts (525920)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Tax-Aware Retirement & Estate Coordination (FSAEABAJ), Trust & Estate Tax Planning & Compliance (FSAEAKAE), Tax-Focused Wealth Management RIAs (FSAAACAD)

Keywords

• Wealth management services
• Tax advisory services
• Estate planning services
• Family office services
• Fiduciary financial planning

Headquarters

HQ city

Canton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Fee-only Fiduciary Advisory (Flat Fee Based on Assets Under Management): Rich & Company operates as a fee-only advisor, collecting a flat fee based on the amount of assets placed under their care. The fee structure is all-inclusive — clients can receive a financial plan alone, or a full suite of services including portfolio development, tax strategy, personal budgeting, and tax return preparation. This is a recurring, relationship-based revenue model tied to client asset levels.
2. Professional Services (Tax Advisory, Estate Planning, Accounting): The firm earns revenue through professional service engagements including tax advisory and compliance, estate planning and management, private investment services, and family office accounting. These services are bundled within the flat fee structure or billed as discrete engagements. Revenue is recurring in nature as clients maintain ongoing relationships.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels4 records

Core offering

Rich & Company is a boutique wealth management firm that delivers fee-only fiduciary financial advisory, tax advisory, and multi-family office services to high net worth individuals and families. Its core offering integrates tax planning, investment guidance, estate management, insurance evaluation, personal budgeting, bill pay, and personalized concierge support under a single relationship, billed as a flat fee based on assets under management.

Product overview

Rich & Company is a boutique wealth management firm offering a unified suite of financial services to high-net-worth individuals and families. The core offering consists of Tax Advisory and Multi-Family Office Services as the primary service pillars, supported by eight specialized sub-services: Estate Planning and Management, Private Investment Services, Fiduciary Services, Family Banking Strategy, Insurance Evaluation, Personal Budgeting, Bill Pay, and Concierge Services. The Multi-Family Office Services platform serves as the comprehensive umbrella under which most sub-services are delivered, providing holistic wealth management that integrates tax planning, investment guidance, estate management, and personalized financial administration. The firm positions itself as a trusted advisor relationship, offering fee-only fiduciary services with flat-fee pricing based on assets under management.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Advisory Elite tax advisory services for high net worth individuals, including tax strategy optimization, compliance, and planning to minimize tax liabilities while maximizing wealth preservation.
• Multi-Family Office Services Comprehensive wealth management services combining accounting, tax planning, investment guidance, and personalized concierge services for high-net-worth families across multiple generations.
• Estate Planning and Management Strategic planning and management of estate assets to ensure smooth wealth transitions across generations, including asset distribution planning and trust management.
• Private Investment Services Expert guidance on private market investments, helping clients navigate private placements, venture capital, and private equity opportunities aligned with their financial goals.
• Fiduciary Services Fee-only fiduciary advisory services where the firm acts solely in clients' interests, providing impartial financial advice without product sales or conflicts of interest.
• Family Banking Strategy Comprehensive family banking strategy development including private banking through properly structured universal life insurance policies, loan strategies, and long-term financial planning for family wealth preservation.
• Insurance Evaluation Comprehensive insurance policy analysis and evaluation to identify gaps in coverage, optimize insurance portfolios, and ensure adequate protection for accumulated wealth.
• Personal Budgeting Tailored budgeting services creating personalized financial blueprints that balance current lifestyle needs with long-term wealth accumulation and security goals.
• Bill Pay Delegated bill payment services handling day-to-day financial obligations, ensuring timely payments while freeing clients to focus on higher-priority activities.
• Concierge Services Personalized lifestyle and financial concierge services handling unique personal needs, event planning, travel arrangements, and administrative tasks with discretion.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves5 records

Expansion highlights3 records

Broad incumbents

• Creative Planning: One of the largest independent, fee-only RIAs in the U.S., serving high-net-worth and ultra-high-net-worth households with comprehensive wealth management, tax, and estate services. Directly comparable to Rich & Company's fee-only fiduciary, multi-service approach for affluent clients.
• Mercer Advisors: National fee-only RIA and multi-family office providing integrated investment management, tax, estate, and family office services to HNW households. Comparable to Rich & Company's consolidated advisor model at greater scale.
• Mariner Wealth Advisors: Large national RIA and multi-family office offering wealth advisory, tax, estate planning, and concierge services to HNW families. Operates a similar consolidated family-office value proposition as Rich & Company, but at significantly greater scale and geographic breadth.
• Carson Wealth: Fee-only RIA platform serving HNW clients with comprehensive financial planning, tax, and investment services. Comparable business model to Rich & Company's integrated, fee-based advisory approach.
• Edelman Financial Engines: Large independent fee-only RIA serving a broad affluent client base with financial planning, investment management, and tax services. Comparable in fiduciary fee-only orientation and multi-service HNW offering.
• HighTower Advisors: National RIA platform supporting breakaway wirehouse advisors in serving HNW clients with comprehensive wealth management. Comparable in providing integrated advisory services to affluent households, though structured as an advisor platform rather than a single practice.

Direct peers

• Cresset Wealth Advisors: Multi-family office serving ultra-high-net-worth families with integrated investment management, tax planning, estate planning, and family governance services. Closely comparable to Rich & Company's boutique, consolidated multi-family-office model for affluent households.
• Aspiriant: Fee-only RIA serving high-net-worth individuals and families with holistic financial planning, tax, and investment advisory services. Comparable to Rich & Company's fee-only fiduciary model and HNW client focus.
• Corient: Pure-play, fee-only multi-family office and RIA delivering wealth management, tax, and family office services to UHNW and HNW families nationwide. Closely comparable to Rich & Company's multi-family office service model for affluent households.
• Signature Estate & Investment Advisors: Boutique, fee-only RIA and multi-family office in the Mid-Atlantic providing integrated wealth, tax, and estate planning to HNW clients. Closely comparable to Rich & Company in boutique scale, fee-only structure, and consolidated HNW service offering.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/rich-company-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Rich and Company