Kovitz Investment Group (Kovitz) is no longer operating as a standalone firm. As of January 1, 2026, most of its business lines and advisory teams have been integrated into Focus Partners Wealth, a hub of Focus Financial Partners.
Meanwhile, Waverly has entered Louisiana with a new $3.1 billion partner, and Carson absorbs a decade-long coaching partner in Green Bay, Wisconsin.
Longtime Chicago-based investing leader Joel Hirsh will chair a global committee overseeing public, fixed income, and alternative strategies.
Two Midwest transactions underscore momentum in RIA mergers and acquisitions.
A veteran with global roots strengthens Twenty Four Wealth's presence in Connecticut, while LPL's newest employee advisor comes with experience from the sports industry.
One of the RIA giant's wealth hubs is boosting its ultra-high-net-worth presence, with two partner firms adding more than $10 billion in assets.
The RIA giant is making cross-border clients a priority as the Canada-based firm officially becomes its latest wealth hub.
Two of its Connecticut-headquartered partner firms are planning to join forces in a transaction set to close in the first quarter of 2025.
The PE-backed RIA platform has selected LA-based multifamily office Gelfand, Rennert & Feldman as its first ever business management center.
The latest development will add $5.9B to the Chicago-based powerhouse while extending its reach in Pennsylvania.
The colossal RIA network has promoted a key leader of its consolidation strategy into a more expansive role.
Lyle Wolberg, founding partner at Telemus, says his practice has gained a lot of internally managed solutions after merger.
The deal, set to close in the third quarter, will see $3.8B in AUM added into Colony’s portfolio.
Focus Financial firm is preparing for another major tie-up.
The transaction is expected to complete in the third quarter of 2024.
The broker-dealer giant is expanding its profile in Texas with a holistic planning firm working with multigenerational clients.
