Stanley Benefit Services is based in Greensboro, North Carolina; the transaction does not include a related RIA, Fund Direct Advisors.
Connecticut-based Future Benefits Inc. serves more than 400 wealth management and retirement plan clients.
The purchase of Sullivan Bruyette Speros & Blayney will add $5 billion in AUM to the $76 billion firm.
The addition of Meridian Group gives the firm a Roanoke, Virginia, footprint
Group will join firm’s Deer Park, Illinois office in Chicago’s northwest suburbs
The portable city-run plan would not require employer contributions.
James Galkowski will open an office for the firm in Rochester, Minnesota.
DMJ Wealth Advisors, which has four offices throughout the state, will be renamed Beacon Pointe North Carolina.
The six-person Kraner group based in New Jersey is affiliating through INC Advisor, an office of supervisory jurisdiction.
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