Evolution of Execution
About Arlington Group
Founded in 2023, Arlington Group is a premier management consulting firm specializing in Business Development, Mergers & Acquisitions, Executive Recruiting, and Large Enterprise solutions. We partner with firms across the Wealth Management and Registered Investment Advisor (RIA) industry, delivering tailored strategies that drive sustainable growth and long-term success.
Our mission is to provide unparalleled consulting expertise, empowering our clients with the insights, strategies, and resources needed to excel in an evolving financial landscape. With a deep understanding of industry dynamics, we help firms navigate complex challenges, seize new opportunities, and achieve their highest potential.
Let Arlington Group be your trusted partner in success.
Our Mission Is to Empower
21
Firms
12
States
Change brings questions before it brings progress. Arlington Group works with advisors and firms to navigate uncertainty, weigh opportunities, and move forward with thoughtful strategy and steady execution. With practical guidance and real industry perspective, we help you act with clarity and confidence.
Our Core Values
Empowerment
Business Growth
We practice what we preach when it comes to empowering businesses for sustainable growth.
Strategic Partnerships
We believe in being accountable and forming strategic partnerships with our clients to drive mutual success.
Industry Expertise
Our team's deep knowledge and expertise in the financial industry enables us to provide valuable insights and solutions.
Client Commitment
We are committed to our clients' success, working passionately to help them achieve their highest potential.
Innovation
We approach every challenge with passion and innovation, striving to bring new ideas and solutions to the table.
Our Team
Leadership Excellence:
Our team supports financial and breakaway advisors through transition and growth decisions, providing practical guidance to help them prepare thoughtfully and move forward with confidence.
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President
Jason Kuehn
Jason leads Arlington Group’s work with financial and breakaway advisors, helping them evaluate opportunities, design transition strategies, and navigate the personal and business trade-offs that come with every move.
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With more than 20 years of experience in wealth management recruiting and business development at leading U.S. firms along with Fortune 500 financial services experience he brings a deep understanding of the industry and the decisions advisors face.
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Jason combines that institutional perspective with a people-first approach. Advisors work with him to gain clarity, stay in control of their options, and move forward with confidence at every stage of their journey.
VP, Engagement & Transition Strategy
Raylene Cromwell
Raylene brings over 10 years of experience in advisor transitions, consulting, and engagement across the wealth management industry.
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She began her career managing independent advisor moves and quickly became a go-to resource for complex transitions, supporting teams in transferring more than $1B in AUM to new platforms.
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At Arlington Group, Raylene designs and leads advisor-centric transition experiences that minimize disruption, protect client relationships, and help teams build momentum quickly in their new environment.
Business Development
Stephen Lee
Steve entered the financial services industry in 1986 and has spent 35 years in investment, insurance, and sales management.
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Passionate about building client-focused, solution-driven teams, he now connects strategic advisors with business succession, M&A, growth strategies, and talent development.
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Through his relationship with Jason Kuehn and Arlington Group, he helps firms navigate transitions and achieve lasting success.
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Director Of Operations
Dylan Lee
Dylan builds scalable operations that turn growth strategy into execution across recruiting, onboarding, and post-move stabilization.
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He leads cross-functional initiatives that align people, process, and technology to reduce friction, ensure compliance, and deliver structured transition frameworks.
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Through repeatable systems and streamlined workflows, Dylan helps advisors stay focused on serving clients while enabling internal teams to operate with clarity, consistency, and momentum from day one.