“Culture alignment was the most important thing to me, and it overrode everything else," said Marmo Financial Group Founder and Principal Advisor Scott Marmo
Acquisition gives Atlanta planning firm operational backing while protecting client relationships built over years.
Ayer brings 25 years advising ultra-high-net-worth families as Caprock pushes deeper into values-aligned investing across a growing national network.
Also, a Fidelity veteran goes indie with Osaic OSJ Innovative Financial Group, and Citizens welcomes a sports and entertainment-focused trio previously overseeing $800 million from Morgan Stanley.
Praised as 'invaluable,' then placed on a PIP - she says the timing tells the story
InvestmentNews discovers what’s driving growth from CEO Dave Welling and president Daniel Gourvitch.
Plus, New York-based Maridea snaps up a women-led practice to debut in the Sunshine State, while Halbert Hargrove in California hails an AUM milestone alongside an aging-care fintech partnership.
UBS also expanded in the Southeast with six advisors overseeing more than $2 billion, while Osaic lured a $300 million family-led practice from Wells Fargo's FiNet.
The Massachusetts-based wealth tech firm announced the quick AUM milestone just as it leans harder into AI with a recently appointed leader.
Meanwhile, Dynasty partner RIA SageSpring adds five advisors to its equity ownership stack, and NewEdge Wealth continues its expansion in Nashville.
Mega-RIA picks up $250M advisor, while three firms head for &Partners.
Bryn Mawr Trust Advisors tapped four executives for expanded leadership roles as the firm sharpens its focus on investment strategy and regional wealth management.
Smithfield Trust marks the Birmingham RIA's first dedicated trust company acquisition, pushing total assets well past $35 billion.
The Kansas-based RIA has added an SBL solution for its 500 advisors, expanding beyond investments to address client liquidity needs
With $34 trillion in wealth projected to be controlled by women by 2030, these female advisors are building practices that will define the American wealth industry's next chapter.
Overland Park-based RIA agrees to acquire MarkhamNorton, deepening its Southwest Florida footprint.
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
The fee-only integrator is adding $311.6 million in assets and specialized planning expertise to its presence in the Sunshine State.
Former platform sales director brings 19 years of custodial and transition expertise to Atlanta-based RIA platform.
The RIA aims to close the gap between financial planning and personal insurance coverage.
