Strategic backing delivers capital, infrastructure and institutional resources for growth for former UBS advisors.
After reaching $3.5 billion AUM driven entirely by organic growth, Virginia-based firm targets acquisitions between $400M and $3B in assets as part of its aim to reach $22 billion by 2033.
The digital-first family office is doubling down on legal, compliance, and content leadership after crossing $4 billion in assets.
With a goal of hitting $250 billion in assets by 2035, the wealth platform is betting on leadership steeped in advisor transitions and full-service wealth management.
“The pipeline continues to grow and we will see more announcements in the coming months,” said Tyler Vernon, managing principal at Merit Financial.
Firms strengthen executive ranks to support expansion, compliance and advisor growth.
Firms keep up 2026’s strong flow of advisor moves so far.
Abby Salameh will lead Mercer's New Jersey and greater Philadelphia markets, while Chris Walters will oversee the San Diego market.
Put women leaders in the spotlight for their $100M achievement and their client impact
A handful of U.S. states pay top advisor salaries despite limited assets, reshaping hiring and growth strategies
Firm marks 20th acquisition in around two years and boost AUM to more than $73B.
Schwab's RIA Compensation Report shows firms that offer performance-based compensation generate 24% higher revenue and serve 43% more clients over five years compared to firms without performance-based staff incentives.
New data reveals stark state and role-based pay gaps, with New York setting the national benchmark.
PE–backed platforms, serial acquirers, and a deeper buyer bench drove record a record 466 wealth management merger deals last year, according to the M&A consultancy firm's latest tally.
Meanwhile, Composition Wealth adds a Hightower leader to its C-suite, and a veteran executive from Osaic comes to bolster Lenox Advisors' planning capabilities.
The deal adds Verus’s $1.2 trillion institutional advisory footprint into Cerity, an RIA that manages roughly $150 billion in existing assets including $8.5 billion tied to its family office division.
Wealth managers widen services from lifestyle perks for the ultra-rich to integrated solutions for mass affluent.
Also, Mercer Advisors taps an LPL alum to lead the evolution of its investment platform, while Mission Wealth extends its footprint in Colorado.
Spotlight the achievements of the industry’s top-performing female advisors.
The latest move at Carson Wealth formalizes a long-running partnership with Brent Pine’s Arizona team and locks in a next-gen path for clients and advisors.
