Herb Achey is the latest Bank of America Private Bank alumnus to land at the Tampa RIA serving UHNW families.
Building on its Personal Office platform, NorthRock Partners' latest transaction brings more than $200 million in assets under management and five employees to the growing RIA.
Expanded deal pairs succession-planning software with a broker-dealer network already logging rapid AI adoption among 11,000 advisors.
Berkshire Global Advisors reports reveals scaled buyers and steady tuck-ins push 2026 dealmaking to new highs.
“As our clients' lives and financial interests become more global, expanding our international capabilities was a natural evolution,” said Moneta CEO Eric Kittner.
Large broker-dealers and registered investment advisors have, since 2020, been developing or sticking to strategies and tactics to combat the pain of intense, short-term market volatility
InvestmentNews’ Hot List recognizes the professionals making a meaningful impact across the industry
Breakaway advisors join new firms in Oklahoma, Idaho.
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.
