Steve Sanduski
CEO coach for founders and CEOs of RIAs
| Hourly rate range | $175 to $325 an hour |
|---|---|
| Focus areas | CEO and founder coachingLeadership developmentTeam performanceTransitions and new rolesStrategy and decision makingScaling and growthOperations and systemsLeadership and team buildingFinance and profit |
| Works with | Founders and business owners and Executives |
| Also coaches | Business coach |
| Based in | Oregon, United States |
| Practice | Belay Advisor |
Steve Sanduski is a CEO coach for founders and CEOs of successful RIAs. He helps them build the leadership, team, strategy, and operating discipline to grow the firm beyond themselves. He helped build an RIA from zero to $1.8 billion in AUM. He also ran Carson Coaching for 11+ years, working with financial advisor clients. He hosts a podcast and writes a newsletter for growth-minded advisors. He works with RIAs that earn $3 million+ in annual revenue.
What Steve helps with
Steve helps RIA owners move from advisor to owner to leader to CEO. The focus is on building the people, systems, and capacity that let the firm grow without the founder doing everything.
- Moving from advisor to CEO of an RIA
- Building a leadership team
- Setting firm strategy
- Creating operating discipline
- Scaling an RIA beyond the founder
- Building systems and capacity for growth
Who Steve works with
Steve coaches founders and CEOs of RIAs that bring in $3 million+ in annual revenue. These leaders have built a successful advisory practice. Now they need to run it as a company and grow it beyond their own personal work.
Background and qualifications
Steve has seen the RIA CEO path from three seats. As an operator, he helped build an RIA from zero to $1.8 billion in AUM. As a coach, he partnered with Omani Carson and ran what became Carson Coaching for 11+ years. It grew from zero to 1,000 financial advisor coaching clients. As a podcast host, he has held 900+ long-form conversations with leaders. He also writes the GTK newsletter for growth-oriented advisors.
Steve Sanduski pricing
Programs and services
- Private CEO coaching for RIA founders and CEOs
- GTK email newsletter
- Podcast and blog
Steve Sanduski reviews
The CoachVouch take
Built an RIA to $1.8 billion in AUM and later ran a coaching firm that grew to 1,000 financial advisor clients.
Best for RIA founders and CEOs with $3 million+ in revenue who want to lead a company, not just a practice.
Common questions
How much does Steve Sanduski charge?
Coaching with Steve runs $175 to $325 an hour. Message Steve from this page for an exact quote.
What does Steve Sanduski help with?
Steve Sanduski helps with moving from advisor to CEO of an RIA, building a leadership team, setting firm strategy and creating operating discipline.
What size RIA does Steve Sanduski coach?
Steve coaches founders and CEOs of RIAs generating $3 million+ in annual revenue.
Has Steve Sanduski run an RIA himself?
Steve helped build an RIA from zero to $1.8 billion in AUM before he moved into coaching.
How do I contact Steve Sanduski?
Send Steve a message from this page. It's free and takes a minute.
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Last updated September 2026. Request a correction.