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Dickson, Jim

Founding Partner, Chief Executive Officer

Elevation Point

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Luminaries 2026

RIAs: More Than $10 Billion AUM/AUA

Luminaries 2026 Impact Statement

Renowned for his advocacy of independent advisors, Jim Dickson is a visionary leader who specializes in designing and implementing high-growth strategies to give advisory teams the freedom to deliver truly differentiated client experiences. In just two years, Jim has propelled Elevation Point to the forefront of the wealth management industry, with strategic minority investments in firms representing more than $13.2 billion in client assets under supervision, as of the end of April 2026. Jim co-founded Elevation Point to transform what independence looks like in the wealth management space. The firm brings together all of the capital, enterprise infrastructure, and specialized expertise that independent advisors need in one place, so they can grow faster, operate smarter, and build long-term enterprise value without giving up control.