Beyond Goldman: How a $4.4B Firm Scaled Without Shortcuts or Private Equity

With Brandon Ross, CFP® — Co-Founder and Co-CEO, Quotient Wealth Partners

Overview

Quotient Wealth Partners proves that enterprise-scale growth doesn’t require private equity or shortcuts. This episode breaks down how discipline, culture, and organic momentum drove the firm’s rise to $4.4B—without sacrificing independence or client experience.

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NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.

About this episode…

When you look at the most successful advisory firms in the industry, many grew through acquisition, capital partners, or transition deals. But there’s another version of growth: one built through discipline, culture, and a relentless focus on doing the work.

Today’s guest, Brandon Ross, has lived that journey from every angle. Before launching Quotient Wealth Partners, he built Peak Capital. Peak merged with Joe Duran’s United Capital early in its rise and later experienced the shift to a large-firm environment when United was acquired by Goldman Sachs.

After years of experience across the spectrum – from independent to aggregator to Wall Street firm – Brandon identified the best elements of each model. So, when Brandon and his partners launched Quotient, they were intentional about what they carried forward and what they left behind.

Ultimately, they created a firm with the freedom of independence, the scale of a modern enterprise, and a culture where growth starts at the top (not with a checkbook).

It’s a philosophy that’s paid off. In just two years, Quotient has grown from $2.5B to $4.4B in AUM, powere