UBS also expanded in the Southeast with six advisors overseeing more than $2 billion, while Osaic lured a $300 million family-led practice from Wells Fargo's FiNet.
The Massachusetts-based wealth tech firm announced the quick AUM milestone just as it leans harder into AI with a recently appointed leader.
Meanwhile, Dynasty partner RIA SageSpring adds five advisors to its equity ownership stack, and NewEdge Wealth continues its expansion in Nashville.
Mega-RIA picks up $250M advisor, while three firms head for &Partners.
Bryn Mawr Trust Advisors tapped four executives for expanded leadership roles as the firm sharpens its focus on investment strategy and regional wealth management.
Smithfield Trust marks the Birmingham RIA's first dedicated trust company acquisition, pushing total assets well past $35 billion.
The Kansas-based RIA has added an SBL solution for its 500 advisors, expanding beyond investments to address client liquidity needs
With $34 trillion in wealth projected to be controlled by women by 2030, these female advisors are building practices that will define the American wealth industry's next chapter.
Overland Park-based RIA agrees to acquire MarkhamNorton, deepening its Southwest Florida footprint.
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
The fee-only integrator is adding $311.6 million in assets and specialized planning expertise to its presence in the Sunshine State.
Former platform sales director brings 19 years of custodial and transition expertise to Atlanta-based RIA platform.
The RIA aims to close the gap between financial planning and personal insurance coverage.
Wirehouse vets target founders navigating liquidity events with a new fiduciary firm in San Francisco.
The former Bank of America Merrill Lynch retirement chief joins the RIA nine months after the team's landmark breakaway from the wirehouse.
The CFP Board says its certificate carries an 11% compensation premium, and recruiter Louis Diamond says the credential has become increasingly vital for young advisors entering the profession.
Dynasty Financial Partners is formalizing its consulting arm as it moves to acquire a 46-year-old branding and marketing firm to serve independent RIAs.
Utah RIA with $3.3B in AUM teams with WPCG and HGGC's Aspire Holdings platform in deal expected to close this month.
A group of 100 current and former SpaceX employees is reportedly turning to Chicago-based RIA Choreo to manage billions in anticipated wealth around Friday's IPO, with advisory fees below 0.5%.
Cerulli research shows advisor retirements and breakaway movement fueling record M&A demand across the wealth management industry.
