Data orchestration firm Dispatch will manage client records across custodians as Hightower Signature Wealth scales past $35 billion in assets under management
The $80B Cleveland RIA taps the former KeyBank and Bank of America executive to drive firmwide operational strategy and lead its women and wealth initiative.
Crown Legacy Wealth joins the fast-growing hybrid RIA as advisor recruitment intensifies across the wirehouse channel.
Q2 data shows advisors piling into AI and semiconductor funds, while ISS finds model portfolios now drive over a third of ETF assets.
The Arkansas-based RIA's new in-house unit targets wealth transfer, business succession and tax strategy for high-net-worth families
Chris Davitt and Anupam Singh bring institutional recruiting muscle to a firm built for advisors chasing equity and independence.
Deal count fell 9% in the first half of 2026, but RIA M&A sale assets jumped 88% as larger firms draw more buyers.
Meanwhile, an advisor tuck-in from Edward Jones expands Kestra's Washington, D.C.-area presence, and Janney deepens its Connecticut footprint with an experienced Wells Fargo advisor.
KFN Succession Center pairs advisors weighing retirement with buyers, as next-gen affordability keeps eroding industry-wide.
The EisnerAmper-affiliated RIA taps a Forvis Mazars veteran to lead its national wealth management platform as firms across the industry refresh their executive ranks.
Mercer's Ohio Valley book has grown 22x since 2019, from $100 million to $2.2 billion, following its latest $220 million addition of NorthAvenue Financial Advocates.
Chicago-based Curi Capital gets new majority owner as $14 billion RIA eyes acquisitions and expanded family office services
Fast-growing $7.6 billion Pittsburgh-based RIA secures growth capital but retains full management control.
Connecticut based hybrid RIA teams up with veteran coach Joe Lukacs to tackle the industry's next-gen advisor retention crisis
Windward Recruiting's Chris Bisenius describes the "threat" RIAs face as Schwab prepares to raise its client asset referral minimum again, this time to $5 million.
Levitt Capital Management, headquartered in Nice, has opened a Rockefeller Center office to serve the growing population of Americans living in Europe — the latest sign of a transatlantic wealth management land grab.
Wealth Consulting Group, Coastline and Maridea report fresh capital, acquisitions and asset growth as advisor M&A keeps climbing.
“It was a dream for me to be a financial advisor,” says Cathy Curtis of Curtis Financial Planning.
Yari Capital's move to Carson continues a run of additions for the $62 billion firm, days after it hired a veteran recruiter from Osaic.
Servo Wealth Management's $210 million book brings the Minneapolis consolidator's total client assets further past $160 billion.
