Bison Holdings has announced the merger of its two operating companies, Bison Wealth and Bison Advisors, into a single entity under the name Bison Wealth.
The Atlanta-based firm said its consolidation, effective January 1, aims to provide a broader suite of wealth management services by combining the firms’ strengths in private wealth and wealth advisory.
Historically, Bison Wealth catered to private wealth clients, while Bison Advisors focused on serving the wealth advisory sector. The newly company will integrate technology, expertise, and resources to enhance its ability to scale operations and support advisors.
With approximately $3 billion in combined assets under management and advisement, the firm said the post-merger Bison Wealth is now better positioned to continue its growth efforts, which recently saw it expand into New York with the November addition of a former BNY Mellon advisor. Before that in April, the boutique wealth manager welcomed a pair of ex-Key Bank advisors managing more than $750 million in client assets.
“We are thrilled to unify our talented teams to harness our resources and expertise to drive the goal of improving the journey and outcomes for our employees, advisors, and most importantly, our clients,” Justin Boller, co-CEO of Bison Wealth, said in a statement Thursday afternoon.
The leadership team for the new entity includes Greg Wright, the former CEO of Bison Advisors, and Justin Boller, previously Bison Wealth’s chief investment officer, who will serve as co-CEOs. Additional leadership appointments include Tom Scaturro as president of private wealth and Victor Wilkerson as president of wealth advisory.
“This is the next natural step in Bison’s evolution as a leading integrator of investment advisory firms,” said Greg Wright, co-CEO. “We endeavor to enable and empower our advisors to grow and improve their practices while retaining clients and talent.”
Last year, Bison Wealth onboarded advisory teams in Philadelphia, New York, and Florida and anticipates continued expansion throughout 2025.
Bison Wealth remains a boutique firm owned by Bison Holdings, which is supported by Teton Capital Partners founder Brad Ball and East Asset Management, the family office of Terry and Kim Pegula.
Despite a lighter regulatory outlook and staffing disruptions at the SEC, one compliance expert says RIA firms shouldn't expect a "free pass."
FINRA has been focused on firms and their use of social media for several years.
RayJay's latest additions bolster its independent advisor channel's presence across Pennsylvania, Florida, and Washington.
The deal ending more than 30 years of ownership by the Swiss bank includes six investment strategies representing more than $11 billion in AUM.
Divorce, widowhood, and retirement are events when financial advisors may provide stability and guidance.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
