After managing over $1.6B in assets at Schwab, Kevin Kruchko launched The Kruchko Group to deliver unfiltered, client-first advice, without the noise of corporate agendas. Today, his firm offers a rare opportunity: transition your book to a deeply experienced advisor who still serves clients one-on-one.
Discover how The Kruchko Group helps advisors protect their legacy and clients during the next chapter of their journey.
The Kruchko Group is an independent wealth advisory practice based in Campbell, California, right in the heart of Silicon Valley. Founded in 2022 by Kevin Kruchko, the firm exists to give clients truly personal financial guidance across all areas of life: investing, estate, tax, retirement, and more.
Backed by the scale of LPL Financial but driven by boutique values, The Kruchko Group offers a “white-glove” experience to every client. Their mission: give people the kind of attentive, conflict-free advice that’s increasingly rare in wealth management.
Kevin Kruchko has been in your shoes. He left the wirehouse world to serve clients better, and he knows what it takes to make a smooth move without losing trust or momentum.
CWS®, AAMS® – Founder & Wealth Strategist
With 14+ years of experience and $1.6B in prior AUM at Schwab, Kevin brings institutional skill and boutique care to every relationship. He personally leads transitions with empathy, integrity, and a track record of earning client loyalty.
Administrative Associate
Working through LPL’s Business Solutions, Lyndsey supports operations and service with professionalism and precision, which gives Kevin the space to focus fully on client relationships.
The Kruchko Group is built for advisors who’ve always put clients first and want to ensure that continues. If you’re a retiring wirehouse advisor, a solo RIA, or a small team with deep client relationships, Kevin offers a natural next chapter.
They’re most aligned with firms managing $20M–$100M in AUM, especially those serving tech professionals, retirees, and affluent families. Based in the Bay Area, Kevin is also open to conversations with advisors outside California if the values align.
Kevin understands how personal a transition is because he’s made one himself. That’s why every move into The Kruchko Group is designed to feel smooth, personal, and respectful.
Here’s what to expect:
It’s not a buyout. It’s a stewardship.
Clients follow Kevin because they trust him, and stay because they feel genuinely cared for.
Here’s what they’ve said after making the move:
“Kevin made it feel effortless. We didn’t just keep our advisor, but we also gained a whole new level of service.”
Longtime tech client, Palo Alto
Advisors choose Kevin Kruchko because he’s done this before at scale and now offers the independence and care their clients deserve. With The Kruchko Group, you get:
Whether you want to exit now or transition gradually, Kevin tailors the process to you and never forgets what matters most: your legacy.
If you’re looking for a next step that feels personal, professional, and built around your clients’ best interests, The Kruchko Group would love to connect.
They’re especially focused on Northern California, but for the right cultural fit, location doesn’t matter.
CERTIFIED EXIT PLANNING ADVISOR
Evaluate your practice based on AUM, revenue, and overhead. Get insights & strategies for buyer expectations to boost value.
Understand your valuation in today’s market. Develop a clear strategy to optimize your practice and enhance valuation before selling.
Clean up your financials, improve client retention, and reduce inefficiences to increase the value of your practice.
Meet with 2-3 buyers we’ve sourced & hand-selected based on your preferences to determine the best fit.
We will lead you through the negotiation process to put together the best deal structure and ensure a smooth transiton.
Once the deal is signed, the real work begins. We help you navigate the handoff process to maximize client retention.
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