Ex-player’s financial services career was most recently with JPMorgan Private Bank.
The mega-RIA is acquiring one of its flagship affiliated practices, which has grown from $600 million to nearly $10 billion in assets since joining from Morgan Stanley in 2015.
Selected through a nationwide nomination process, here are the standout US financial planners who embody excellence, integrity, and a strong commitment to helping clients meet their financial goals.
Two RIAs expand in the Mountain West as M&A, advisor succession and scale remain top priorities.
The appointment gives the private equity-backed firm dedicated merger and acquisition leadership as it works to expand its family office footprint nationwide.
The Oregon-domiciled RIA brings $11 billion in assets to Fiducient's growing institutional platform, marking the second acquisition by Wealthspire's advisory unit this month.
The new RIA marks the latest episode of departures from Commonwealth Financial Network following its acquisition by LPL.
The number of sub-$2 billion RIAs getting minority capital nearly tripled in 2025, a trend that has already accelerated in the first quarter of 2026.
With Robinhood building a prediction hub and Schwab signaling caution, wealth firms are confronting potentially blurred lines between investment tools and pure speculation.
Multi-family office deepens Colorado presence with new hires and strategic growth push.
Breakaway advisors cite independence, ownership and broader capabilities as key drivers.
Trustees at the $13.8 billion Chicago Teachers’ Pension Fund reopened their investment consultant search after selecting Verus Investments last month, citing concerns about the private equity ownership of its new parent Cerity Partners, a mega-RIA backed by Genstar Capital, Warburg Pincus, and Lightyear Capital.
“The market is already off to its fastest start ever,” says DeVoe & Company, in its latest RIA M&A Deal Book.
Former Fidelity executive to drive advisor growth and scale Falcon’s planning-first model nationwide.
Meanwhile, Wealth Enhancement expands its Dallas footprint with a $268 million RIA, and Integrated Partners launches a virtual family office practice targeting ultra-high-net-worth clients.
“This advances Corient’s plans to become one of the world’s leading wealth managers and multi-family offices,” said Kurt MacAlpine, Corient CEO.
From trailblazing teams to innovative firms and outstanding individuals, discover who'll be vying for the ultimate recognition at the third annual InvestmentNews Awards gala happening in June.
Firm partners with $420M RIA firm Gunderson Capital Management for new channel.
As AI adoption accelerates across the RIA industry, the startup is looking to help bridge what one its founders sees as a persistent marketing expertise gap among advisors.
The veteran operating executive joins from Engle Martin and will lead Hightower One, the mega-RIA's back- and middle-office platform, just as the firm deepens its push in the Signature Wealth channel.
