Lisa Quadrini moves to Brandywine Oak Private Wealth in suburban Philadelphia.
Fintop Capital led the Series A financing round, which included Flyover Capital and 1248 Holdings.
Shone Wealth Management, based in Walnut Creek, California, serves about 300 client households.
The Advisors, a five-adviser group, is based in Murraysville, Pennsylvania, and headed by Bryan Davis.
Newport will serve as the pooled employer plan provider and PlanMember will supply 3(38) fiduciary investment services.
Four-adviser NorthEnd Private Wealth is launching in Greenville, South Carolina; it is affiliating with LPL via its Strategic Wealth Services offering.
Tax-related advice is one of the few areas where advisory expertise so clearly and quickly shows its worth.
Property and casualty insurers join life and annuity investors already backing the company.
OSJ Boston Harbor adds two indie teams, as well as advisers from Morgan Stanley and Merrill Lynch.
The fund will be employ ESG criteria and will be sub-advised by Ariel Investments.
