The deal creates one of the largest independent RIA footprints in the Philadelphia metro region, with more than $30 billion in combined client assets.
The agreement marks the end of a four-decade sub-advisory partnership while giving Wellington a scaled distribution platform for financial advisors.
Arax and Waverly also staged their own East Coast expansions by acquiring a family-owned practice and a Maryland-based wealth firm.
The deal marks Ground Control's second UK transaction in under two years as US wealth platforms race to stake out overseas territory.
The Cleveland-based wealth manager adds veteran-founded Service Academy Capital Management to Evoke, its UHNW division.
Greg Abel's first major deal signals that Berkshire's acquisition machine is back – and housing is the opening move.
The Carmel, Indiana RIA grew nearly 150% in assets since severing ties with its first backer following a FINRA dispute.
The bank's outspoken CEO says it's scanning for deal targets even as geopolitical risks and elevated asset prices cloud the outlook.
IFP Securities’ owner, Bill Hamm, has a long-term plan for the firm and its 279 financial advisors.
Synthesis Wealth Planning brings a fivefold asset growth story and a recently merged practice to the Bluespring fold.
Meanwhile, Carson Group fully integrates a decades-old practice in Phoenix, Arizona, and Triad Wealth touts its 5x growth to hit a $2 billion milestone.
Meanwhile, Raymond James snags Edward Jones advisor in Arizona.
Meanwhile, Rossby Financial's leadership buildout rolls on with a new COO appointment as Balefire Wealth welcomes a distinguished retirement specialist to its national network.
The top-ranked RIA by total AUM continues to scale its wealth management arm, bringing its Pennsylvania presence to five offices.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
The $222 billion mega-RIA's acquisition of Capital Advisors is the latest deal in its dual-track expansion strategy chasing domestic depth and international scale.
Los Angeles firm adds 35 years of expertise serving real estate, entertainment and wealthy clients.
The back-to-back M&A deals underscore surging demand – and a growing dilemma – for mid-market advisory practices across the US.
Meanwhile, Wealth Enhancement and Savant Wealth Management have each extended their footprints in Oregon, with Savant's move marking a first-time partnership in the state.
Firms add $768M in combined assets as consolidation wave continues across advisory space.
