By Tony Lawson
Vol. 1 of this series covered independent RIA practices building outside institutional structures.
Vol. 2 extends that coverage to include multi-family offices and advisory firms operating across portfolio construction, planning, and institutional allocation.
The firms listed here range from planning-led practices serving executives and business owners to institutional platforms managing foundation and endowment capital.
Each operates as a registered investment advisor with active client relationships and established service infrastructure.
This is part of an ongoing Shoppe Black series documenting Black-led professional firms across major sectors.
Stevens Capital Partners | Omaha, NE
Stevens Capital Partners is an Omaha-based fee-only registered investment advisory firm managing over $600 million in client assets.
Founded by David Stevens, the firm serves high-net-worth families, business executives, professional athletes, institutions, churches, and nonprofits through wealth management, comprehensive financial planning, and strategic advisory work. Services include financial planning, investment planning, retirement planning, estate planning, and tax planning, along with exit planning for business owners.
The firm operates on a fee-only, fiduciary basis, compensated exclusively by clients with no commissions from product recommendations. The firm has grown since its 2020 launch into a national advisory practice serving clients from offices in Omaha and Frisco.
Beatrice Advisors | New York, NY
Beatrice Advisors is an independent, woman- and minority-owned multi-family office and investment firm founded by Christina Lewis, headquartered in New York City, serving families through a multi-family office structure focused on long-term wealth stewardship and institutional-quality portfolio management.
The investment team also includes a research partner with senior portfolio management experience across foundations, endowments, pension funds, and family offices, including a prior role overseeing a $4 billion-plus endowment portfolio at Carnegie Corporation.
Beatrice provides integrated wealth management with access to alternative strategies, including private credit and special situations.
Momentum Advisors | New York, NY
Momentum Advisors is a New York City-based fee-only RIA founded by Allan Boomer in 2012, managing $400 million in assets under management, split evenly between individuals and charitable organizations.
Services include discretionary investment management, comprehensive financial planning, and outsourced Chief Investment Officer services for nonprofit organizations, foundations, and endowments. The firm operates on a fiduciary basis and serves hundreds of families and organizations globally from its New York base.
Momentum also has related entities providing advisory services in franchising and insurance.
Westfuller | New York, NY
Westfuller is an independent investment advisory and wealth management firm co-founded by Lola C. West and Ian S. Fuller in 2011, providing investment advisory, portfolio and risk management, financial and retirement planning, and OCIO solutions.
The firm now manages $3.45 billion in assets, with significant growth since 2021 driven by foundation and endowment clients. For institutional clients, Westfuller’s OCIO solutions are delivered through a strategic partnership with asset management firm Bivium Capital Partners, operating as Bivium Westfuller, a joint venture focused on values-aligned institutional portfolio management.
The firm applies a global, multi-asset class approach across public markets, hedge funds, private equity, venture capital, and real assets, serving foundations, endowments, and family offices from offices in New York and San Francisco.
Liberty One Wealth Advisors | Philadelphia, PA
Liberty One Wealth Advisors is a Philadelphia-based registered investment advisory firm founded by Jacky L. Petit-Homme, Guilian DiLeonardo, and Fan Feng, serving individuals, families, and business owners through financial planning, investment management, retirement income strategies, and estate coordination.
The firm specializes in integrated planning for executives, business owners, and multigenerational families, with particular depth in exit planning, succession strategy, equity compensation, and tax-efficient wealth transfer.
Liberty One serves clients nationally through a virtual planning platform in addition to its Philadelphia headquarters.
Poder Wealth Advisors | Washington, DC
Poder Wealth Advisors is a Bethesda, Maryland-based registered investment advisory firm founded by Anna N’Jie-Konte, providing comprehensive financial planning, high-income tax strategies, and investment management for women.
The firm focuses on clients navigating divorce, inheritance, and business exits, where major liquidity and life transitions require coordinated financial and investment planning. Three service lines structure the firm’s work: financial planning, wealth transition planning, and investment management.
The firm serves clients nationally.
SShoppe Black is building a curated index of Black-owned businesses. If you’d like your company considered for inclusion, submit an inquiry here.
