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.
Atlanta-based BIP Wealth plans to target RIAs with $250M to $1.5B in assets in M&A as it eyes growing from its current $5.5 billion total AUM to $20 billion and beyond.
Meanwhile, a new venture at Integrated Partners sharpens its support for entrepreneurs going through complex transitions, and New York-based Aspen Standard Wealth announces a new president.
Drawing on battlefield lessons, 2025 Advisor of the Year Award winner Dennis Morton sounds off on the perils of complacency, succession blind spots, and the human edge advisors must defend in an AI era.
Meanwhile, Janney lands a billion-dollar team from Merrill in Delaware, and two longtime Edelman advisors hopped to Prime Capital Financial in the Northeast.
RIAs deepen expansion strategies through market leadership hires and new enterprise growth roles.
The long-time wirehouse advisor joins LPL through its Strategic Wealth Services Program.
Former senior advisor at Wall Street firm tells InvestmentNews how large organizations have limited ability to adapt to evolving landscape.
False contract claims, inflated leasing numbers, and millions in fees investors never knew about.
The guaranteed returns stopped. The excuses didn't.
