FORM CRS & ADV 2A
MEET WITH AN ADVISOR
Jason Inglis

$4.3bn PE-backed Trilogy names new recruiting head

By
February 25, 2025
Share on:

Private equity-backed hybrid RIA Trilogy Financial Services has hired a new top advisor recruiter.

The $4.3bn wealth manager has brought aboard Jason Inglis to serve as its chief development officer. Inglis, who started working at Irvine, Calif.-based Trilogy on Monday, will report to chief executive Jeff Motske.

‘They’re already successful and growing,’ Inglis said of Trilogy. ‘The thought is that I can come in and really help us speed up a little bit. It’s not a monumental lift. It really is being part of a team and really being in a position to compete. There’s a lot of private equity in there, there’s a lot of advisor movement, and you need scale to compete.’  Read More.

You may also like:

RIA moves: Merit, Hightower and Trilogy announce billion-dollar additions

By
October 20, 2026

Trilogy targets aviation professionals in largest deal of the year

Trilogy Capital of Irvine, Calif., acquired Mountain Capital Investment Advisors of Westminster, Colo. Mountain Capital has spent 15 years as a standalone SEC-registered investment adviser and has more than $1 billion in total client assets.

The deal, which Trilogy described as its largest of 2026, represents its 11th office and second location in Colorado. The firm also has operations in California, Arizona and Massachusetts.

Brandt Burns, a Marine Corps veteran and former airline pilot, founded Mountain Capital in 2011. The firm serves individuals, families and small businesses, and it specializes in aviation professionals, and its staff includes current or former pilots and airline leaders.

Click here for more details.

...
Read more

Next-Gen Is Now: How Firms Are Setting the Stage for Recruiting Success

By
June 26, 2025

Given projections for a 100,000 financial advisor shortfall over the next 10 years, successfully recruiting next-gen advisors has taken on added urgency for both our industry as a whole and the wealth management firms seeking to thrive within it.

Meeting this demographic challenge head-on is complicated by the evolving nature of wealth management. Increasing numbers of breakaways forgoing the wirehouse model, as well as the growing presence of aggregators, consolidators and private equity, are altering the landscape. The expansion of W-2 models in the independent space is redefining what it means to be independent. At the same time, technological innovation, particularly AI, offers great promise and an equal amount of trepidation.

The generational differences next-gen advisors and their clients bring to the table – priorities, expectations, skills and values – present yet another challenge when it comes to effectively engaging this group. However, meeting next-gen advisors where they are is a solid recruiting practice some firms can’t get their arms around. There’s a reason firms currently thriving in the marketplace with younger advisors are enjoying success…Read More

...
Read more

Get Started on Your Financial Life Plan Today