The banker claims Wells Fargo used his race, gender, and disability against him.
“I'd rather help five firms grow from $2 billion to $10 billion than help 30 firms just hover along,” says AWP founder and former Focus Financial Partners chief growth officer Eric Amar.
The firms are tapping seasoned executives to spearhead national expansion, advisor recruitment, and ultra-wealth family engagement amid growing competition in the multi-family office space.
Meanwhile, Mariner makes a strategic expansion into property and casualty insurance, and Wealth Enhancement plants its first stake in Kansas with a $1.2 billion advisor team.
Agreement comes as wealthtech firm launches AI-powered wealth management system.
The new practice from the mega-RIA will focus on serving female-led households as McKinsey projects women to control $34 trillion by 2030.
Journey Strategic Wealth, a $5 billion RIA, becomes the first external acquisition for Hightower Signature Wealth, advancing the W-2 model that CEO Larry Restieri calls “largely the future of Hightower.”
Two wealth management teams overseeing more than $1B shift platforms to support growth and succession plans.
In an increasingly crowded RIA referral market, TradePMR and Robinhood are banking on the app's young investor base to funnel Gen Z and millennials with at least $250,000 in investable assets to participating advisors.
Aspen Standard has also partnered with a $1 billion RIA, while Choreo expands in the West Coast with a veteran-led CPA planning firm.
Women-led $352M team joins Osaic; $200M Black Oak joins RFG platform in latest moves.
Firm broadens reach into key regional markets and deepens specialized planning capabilities.
Elsewhere, Carson secures another foothold in California with a $635 million partner firm, while independently owned First Manhattan integrates a veteran-owned Wyoming practice.
Firms compete for experienced advisors as billions in client assets shift platforms nationwide.
CAPTRUST has also welcomed an $830 million practice to extend its East Coast reach, while fee-only RIA EP wealth adds a top-ranked specialist advisory team in Arizona.
Selected through a data-driven process, we recognize the standout US advisors whose growth metrics, planning philosophies, and client focus set a high bar for the industry.
Leadership handoff positions $60B RIA for next phase of growth, governance and expansion.
A team of 14 leaves Ameriprise as they eye a new phase of their advisor-owned wealth management business.
The San Francisco based RIA has also announced that its CIO is a new partner.
Nominate outstanding women advisors before submissions close on February 27.
