The fee-only integrator is adding $311.6 million in assets and specialized planning expertise to its presence in the Sunshine State.
Former platform sales director brings 19 years of custodial and transition expertise to Atlanta-based RIA platform.
The RIA aims to close the gap between financial planning and personal insurance coverage.
Wirehouse vets target founders navigating liquidity events with a new fiduciary firm in San Francisco.
The former Bank of America Merrill Lynch retirement chief joins the RIA nine months after the team's landmark breakaway from the wirehouse.
The CFP Board says its certificate carries an 11% compensation premium, and recruiter Louis Diamond says the credential has become increasingly vital for young advisors entering the profession.
Dynasty Financial Partners is formalizing its consulting arm as it moves to acquire a 46-year-old branding and marketing firm to serve independent RIAs.
Utah RIA with $3.3B in AUM teams with WPCG and HGGC's Aspire Holdings platform in deal expected to close this month.
A group of 100 current and former SpaceX employees is reportedly turning to Chicago-based RIA Choreo to manage billions in anticipated wealth around Friday's IPO, with advisory fees below 0.5%.
Cerulli research shows advisor retirements and breakaway movement fueling record M&A demand across the wealth management industry.
SEI expanded its AI leadership with three senior appointments, highlighting the growing role of artificial intelligence in the wealth industry.
The deal adds veteran David Appel and 30 years of advanced planning expertise, expanding insurance services for RIAs and independent advisors nationwide.
The 140-year-old firm catering to ultra-high-net-worth clients joins a growing roster of wealth managers and tech providers plugging Claude into advisor workflows.
RIA dealmaking holds its pace in mid-2026 as two firms announce moves targeting first responders and West Coast growth
Meanwhile, Carlyle-backed MAI Capital announces another expansion in Connecticut, while AlphaCore adds a seven-person group overseeing nearly a billion dollars in Colorado.
The Chicago-based RIA deepens institutional investment consulting and advanced planning access for advisors serving wealthy families
Merrill has also extended its ranks in California with a $450 million team from Morgan Stanley, while Raymond James adds a seasoned Edward Jones advisor to its independent channel.
Mark Tremblay joins as the firm's third senior hire in under two weeks, signaling an accelerating talent push.
Advisor demand for structured products and private markets puts pressure on independent platforms to deliver institutional-grade solutions.
Meanwhile, Cresset welcomes a $1 billion AUM advisor from JPMorgan as managing director, while Sanctuary helps a Merrill Lynch breakaway launch his own independent RIA.
