Firms continue to attract talent from larger entities to fuel rapid expansion.
The Cleveland-based wealth manager adds veteran-founded Service Academy Capital Management to Evoke, its UHNW division.
The Carmel, Indiana RIA grew nearly 150% in assets since severing ties with its first backer following a FINRA dispute.
Meanwhile, Raymond James' employee arm adds a defector from D.A. Davidson, and South Carolina-based RIA Ballast Rock Private Wealth recruits a new advisor.
New AdvizorPro data analysis reveals advisors are adding funds at a steady clip, while defense, commodities, and international equity quietly take share.
Presenting this year’s 5-Star Wealth Management Teams with strategic growth and expansion
CFO Doug Moore and EVP of financial planning Sarah Mouser will both work remotely for Merit. “I think the RIA of the future goes after talent wherever it is and tries to get people together when it makes sense,” says Merit's Alex Hansen.
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$58B RIA is giving advisors a structured toolkit to capitalize on the wealth transfer era.
Meanwhile, Farther and Brooklyn Fi land separate strategic investments to support scaling and expansion efforts, and Arkadios adds a nearly $300 million team to its independent growth platform.
Two firms land teams managing more than $1.1 billion in combined assets from Kestra and Edward Jones.
The firm has hired Sageview's Steve Gaven as chief financial officer, along with Goldman and JPMorgan alum Ro Mehrotra as it builds out its wealth planning structure under a new ownership era.
Meanwhile, Raymond James and Tritonpoint Partners separately welcomed father-son teams, including a breakaway from UBS in Missouri.
Synthesis Wealth Planning brings a fivefold asset growth story and a recently merged practice to the Bluespring fold.
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Meanwhile, Carson Group fully integrates a decades-old practice in Phoenix, Arizona, and Triad Wealth touts its 5x growth to hit a $2 billion milestone.
Veteran brings $160M book to Caribbean-headquartered practice within newly launched RIA platform.
Meanwhile, Raymond James snags Edward Jones advisor in Arizona.
Meanwhile, Rossby Financial's leadership buildout rolls on with a new COO appointment as Balefire Wealth welcomes a distinguished retirement specialist to its national network.
Alternative investment platforms like SEI Access now let financial advisors explore litigation finance, a high-return but high-risk alternative.
