The mega-RIA's new $2.9 billion unit has roughly 20 advisors, aims to bring family office services to athletes and entertainers
The RedBird-backed RIA aggregator is putting its finance chief's experience to good use as he takes charge of M&A, operations and technology.
Cullen marks the fourth firm the New York-based RIA aggregator has bought in 2026 as deal volume heads for a record year.
Spire is Merchant-backed Concurrent's largest deal by revenue as CEO Nate Lenz targets one or two more platform acquisitions a year.
Procyon adds $415 million in assets under management in New Jersey while Savant picks up a $213 million Southern California planning firm
A father-daughter trio managing approximately $700 million joins the Atlanta-based fee-only RIA, establishing its Austin foothold.
Cornerstone Capital, Echo Wealth Management, and Compass Wealth Management add about $2 billion as RIA M&A heads for a record year.
Two wirehouse veterans choose advisor-owned model as independents target ultra-high-net-worth clients beyond portfolio management.
The Boston deal is set to push the PE-backed consolidator past $187 billion amid a broad RIA M&A slowdown and a potential shift in its ownership.
Meanwhile, a deal in the Midwest gives NorthRock Partners a new office in Wisconsin, while two teams join OnePoint BFG in Georgia and Atlanta.
An all-women Ohio launch, a Chicago CFP hire, and a third Florida office mark a busy week for independent advisors.
Heartwood Wealth Advisors deal marks the serial acquirer's 36th-ever transaction as third-quarter RIA M&A volume slips 19%
Geopolitical shocks and market volatility pushed advisor deal decisions off course, denting third-quarter transaction volume by 19 percent.
Texas-based firm drops the Stansberry name, signalling a shift from investment management to comprehensive wealth planning.
Maryland RIA reaches $5B by adding $564M Harvest Investment Consultants, with CEO Leo Kelly aiming to become a "national brand in five years."
Broadridge, Wedbush and Alaris Acquisitions have also filled senior wealth management roles with hires from J.P. Morgan, Osaic and SageView.
Former president Barack Obama's conversation with CEO Peter Mallouk comes as the Kansas-based mega RIA scales its retirement plan business.
InvestmentNews is inviting wealth management firms to share what makes their workplace stand out
The Auburn-based AWA Wealth Management brings $290 million in client assets and a 32-year planning legacy to the fast-growing RIA aggregator
Wilson, a former Empower executive, takes charge as EFE unifies its workplace retirement businesses under one leader.
