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Dan Newhall

Dan Newhall

Accelerating Growth for Exceptional RIAs

dan-newhall
Bozeman, Montana
Joined February 2025
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Network

5.9K connections
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M&A Succession Advisors
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Wealth Management Leaders
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Alternative Investments
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Fintech AI Innovators
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Capstone Wealth Team
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Haven Tower Group

Summary

Dan Newhall is a serial entrepreneur and strategic leader in the Registered Investment Advisor (RIA) space, having founded Lone Willow Advisors to specialize in M&A advisory for RIAs and co-founded Rise Growth Partners to invest in advisory firms. His ventures focus on providing strategic capital, exit strategies, and operational support to wealth management businesses. lonewillowadvisors+2
With nearly six years at Perigon Wealth Management, Dan played a pivotal role in the firm's expansion. As Chief Business Development Officer and CCO, he drove significant growth through numerous M&A transactions, including tuck-in deals, acquisitions, and mergers, ultimately adding over $4 billion in Assets Under Management (AUM). bloomberg+1
Dan is a thought leader who regularly shares insights on wealth management topics, particularly concerning RIA M&A strategies, minority stake sales, and long-term financial health. His articles emphasize strategic decision-making for RIA owners and offer practical advice on portfolio diversification and avoiding financial pitfalls. perigonwealth+2

Work

Education

Writing

When RIAs Should Sell Minority Shares – Retiring Legacy Debt And Dormant Partners

February 1, 2022

Explores the evolving landscape of RIA acquisitions, focusing on the benefits and considerations for RIA owners choosing to sell a minority stake in their firm instead of a full acquisition, emphasizing growth and financial diversification.

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Perigon Wealth Management and RLP Wealth Advisors Join Forces

January 1, 2020

Details the strategic partnership between Perigon Wealth Management and RLP Wealth Advisors, leading to the creation of a $1.8 billion business with an expanded national footprint, authored by Dan Newhall.

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Suggestions for Long-Term Financial Health

October 1, 2019

Offers fundamental advice on maintaining financial health, emphasizing simplicity and addressing common pitfalls in personal finance, encouraging readers to focus on basic principles often overlooked.

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Avoiding Bad Financial Decisions

September 1, 2019

Discusses how to prevent significant financial mistakes, highlighting that while minor errors are recoverable, some decisions can have lasting negative impacts, and offers guidance on rectifying them promptly.

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Why Diversifying Your Portfolio is Important

August 1, 2019

Explains the critical role of diversification for investors, detailing how it helps manage risk and optimize returns, and why it's a foundational strategy for building a resilient investment portfolio.

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Hobbies

Enjoys fly-fishing in Montana. cntraveler