Joseph Glick joins from Sequoia Financial Group to lead operations, tech and finance
Hybrid RIA adds 18 advisors and $1.7B in assets as succession tools drive expansion.
Legislation seeks to loosen access to private markets to include professional advice from RIAs and broker-dealers, not just income or net worth.
"There's a commitment contractually for not only the brand, but the service model of Commonwealth. It's more than a verbal commitment,” Alex Bartholomew says of LPL's plans for Commonwealth as his $6 billion firm shifts to a hybrid RIA model.
RBT CPAs combination lifts assets at UHY's fledgling RIA unit while marking the 15th deal in a broader national buildout.
Ensemble Practice data show profit margins climbing for a decade while organic growth from new clients flatlines near historic lows.
Firm to acquire $554M team with the announcement coming just one day after $760M acquisition.
The Naples, Florida-based multi-family office adds Swiss banking and custody access as it deepens international wealth management services.
Merger with Waddell & Associates and One Charles retires two storied firm names.
Deal brings tech-focused planning expertise, expanded Pacific Northwest presence to national RIA platform.
XYPN's corporate RIA arm hires Andrea Istwan as director of advisor experience as it surpasses $1 billion assets without taking private equity investment.
Richard Brothers Financial Advisors joins the fee-only RIA, adding its first Maine office and $240 million in client assets
Cleveland RIA grows to $68 billion in assets as Philadelphia team, deepening its high-net-worth and retirement-plan practice.
Menlo Park firm brings $900m in AUM and specialist expertise serving Apple and Google employees.
Acquisition of the Shufro-Glass Group pushes the national RIA's total client assets above $157 billion.
Los Angeles RIA's CFO hire is its third senior leadership addition in just over a year as the $42.5 billion firm scales its platform.
The Omaha, Nebraska-based RIA's latest acquisition expands its Rocky Mountain footprint after two prior Colorado deals last year.
Deal lifts global assets to roughly $523 billion under management.
Wealth management firm has seen an aggressive period of growth in the past year.
“Culture alignment was the most important thing to me, and it overrode everything else," said Marmo Financial Group Founder and Principal Advisor Scott Marmo
