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.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
The high court's decision rebuffing Alpine Securities marks a setback for a broader challenge to Wall Street's reliance on self-regulatory organizations.
Arax acquires a boutique firm's $4 billion RIA business in Michigan as Steward Partners continues its Southwestern expansion.
Wealth management is a key focus for a new service tier.
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.
