Our Leadership

Larry Roth is the Managing Partner of RLR Strategic Partners, a strategic consultancy, private investment, and M&A advisory firm focused on the wealth management space.

Previously, Mr. Roth served as CEO of both Advisor Group (now Osaic) and Cetera Financial Group – two of the largest independent wealth management firms. He has structured dozens of value-creating transactions as an investment banker and has successfully acquired, grown, and sold financial services businesses as an entrepreneur and private investor.

Mr. Roth advises senior management teams and boards of directors across the financial services and wealthtech industries, delivering high-impact strategic growth plans and execution support to firms including Oppenheimer & Company, Clark Capital Management, Realta Wealth, and Haven Tower Group. 

Mr. Roth also acts as a Senior Advisor at Berkshire Global Advisors, a leading investment bank focused on the financial services industry. He has been instrumental in driving Berkshire Global Advisors’ mergers & acquisition and financing activities across wealth management, investment management, fintech, and related industries.  

Mr. Roth is a Certified Public Accountant. He earned his J.D. from the School of Law at the University of Detroit and a bachelor’s degree from Michigan State University. He completed the Owner/President Management Program at Harvard University’s Graduate School of Business Administration.