The independent RIA has announced a bicoastal double addition with two ex-Lazard leaders joining in Los Angeles and New York.
InvestmentNews is recognizing 110 independent RIAs whose approach to high-net-worth client service is helping to shape the future of wealth management.
The mega-RIA's new program targets next-gen advisors and staff, but one recruiter calls equity offers "lottery tickets."
Six-person team jumps ship from Stiffel with lead advisors having a combined century of experience.
Elsewhere, Ameriprise added a $470 million Wells team in New York, while an ex-Morgan Stanley advisor bolsters UBS' Austin, Texas office.
The $11.5 billion Houston-based RIA has tapped a JPMorgan alum and former Division I soccer player to lead the buildout of its specialized services.
Casey Bear brings $225M in client assets and 13 years as an RIA CEO to the platform.
The Kansas-based RIA giant's latest purchase extends a run of specialized acquisitions that has defined its growth strategy through 2026.
Deal adds a $299 million tax-and-wealth practice as the RIA aggregator advances acquisition strategy around integrated financial and tax planning.
Hybrid RIA pulls in $5.9B in new assets during H1, pushing trailing total to $12.7B.
There is a multibillion dollar startup recruiting to learn how RIAs work.
Crewe Advisors' Ryan Halliday and Accelerated Wealth Partners' Eric Amar suggest mega RIA's readiness to integrate — not just scale — will determine whether an IPO exit actually works.
The New Jersey-based RIA has tapped veterans with experience from State Street and Coldstream as it grows its client base and expands technology platform nationwide.
$32B RIA formalizes OCIO practice as institutional demand grows nationally
The Minneapolis-based RIA aggregator is adding two North Carolina practices managing nearly $1 billion, pushing its total client assets past $158.2 billion.
The successor to the MFO's former CTO, who departed to join Dodge & Cox in April, followed the same career path CEO took through First Republic and JPMorgan.
Deal brings 10 advisors and deeper family office reach to Austin market.
The Elevation Point-backed multifamily office adds two advisors from Inscription Capital as Texas cements its status as a wealth hub.
Alex Katz and Conor Wilkes take the reins as Aspen Standard Wealth's $4 billion affiliate accelerates its growth strategy.
New data shows a stark divide in values-driven investing across wealth channels.
