FFR Wealth Team's move to full integration follows years as an independent partner office.
The Kansas-based mega-RIA is giving clients access to dedicated care coaches as new surveys show caregiving duties are straining Americans' finances.
Aspen's affiliated RIAs now manage $15 billion after the New York-based platform added Kalamazoo-based CWS Financial Advisors.
The Chicago-based mega-RIA's latest additions, spanning six office locations and over 40 team members, pushes its W-2 platform assets to roughly $35 billion.
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.
