Blue Chip Wealth Advisors, a Milton, Georgia-based hybrid advising on $300 million, has switched its broker-dealer affiliation to Arkadios Capital from Triad Advisors. Blue Chip operates its own registered investment advisory firm.
Separately, Rob Douglass, who advised on $200 million at JPMorgan Bank in Atlanta, also has affiliated with Arkadios.
Atlanta-based Arkadios Capital has more than $5 billion in affiliated assets.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
