The $50 billion RIA network's latest affiliate joins its international ultra-high-net-worth group with $700 million in assets.
With roots going back more than 130 years, the privately held hybrid RIA based in Missouri is looking forward to continued independence.
The fintech provider's new collaboration will help the $166 billion RIA's advisors holistically manage more of their clients' wealth.
The wealth tech veteran brings "deep industry experience and a proven track record" to the new C-suite position at Orion.
The leading RIA's latest move in Cedar Rapids extends longstanding partnership while supporting veteran leader's longer-term succession planning.
The PE-backed RIA's inaugural deal in Michigan also vaults it past a key asset milestone.
The strategic alliance will see $13 billion of assets deployed by the alternatives giant into the growing universe of asset-backed lending.
Acquisition of veteran-led practice gives the national RIA with $11.84 billion in assets its fourth office location in Pennsylvania.
The top-ranked RIA firm is simultaneously growing its reach in Oregon and Georgia by welcoming three separate advisory practices.
The $30 billion firm's latest acquisition adds a new location in Arkansas along with roughly $317 million in additional client assets.
