“They have the skills to run huge companies, so why not focus on a start up?" one senior executive said.
"Solve their problem for them right away," Merit CEO Rick Kent said, reflecting on building relationships and growing the RIA.
The RIA with $2.4 billion in assets is boosting its Central Florida strategy with the seasoned ultra-high-net-worth planning expert from Bison Wealth
The practice driven by a CIBC Private Wealth veteran with over three decades of experience has made its debut in Chicago's high-net-worth market.
With its latest partners in Maine and Texas, the fee-only RIA and financial planning firm has officially completed seven acquisitions for the year.
The New York-based firm billing itself as a "long-term partner for successful RIAs" has snapped up the $2.8 billion boutique firm in San Francisco.
The PE-backed RIA giant is building on its wealth hub strategy with its first external acquisition in Omaha.
The top-ranked RIA's latest acquisition in the Southeast adds $300M in AUM while extending its reach in South Carolina.
Offering several flexible options, the $3.2B RIA is making the service more widely available to advisors considering a path to supported independence.
Annual benchmarking study highlights how a disciplined organic approach, including cost controls and clear client segmentation, put high performers on a sustainable pace.
The PE-backed national RIA continues its ultra-high-net-worth expansion strategy by welcoming a $600M Colorado firm.
The PE-backed RIA's second location in the state bolsters its $14.4B AUM enterprise with a HNW tax and retirement planning practice.
The wealth giant's strategic investment for the $1.1B multi-generational advisory practice marks its fifth acquisition for the year while expanding its Midwest presence.
The top-ranked RIA's new growth leader is taking on the role as part of an expanded mandate.
The firm's is wooing mega-affluent clients in New York, California and other wealth hubs with experienced leaders from top financial firms.
The $28B AUM RIA is extending its reach in Pennsylvania with an advisory team to high-net-worth individuals and business owners.
The $18B RIA's newest location in the Southeast will be headed by a veteran professional coming back from a two-year retirement.
Halbert Hargrove executives shine a spotlight on their strategies, from market resilience and diversification to culture and advisor development.
The addition of a seasoned advisor team with more than 55 years of combined experience marks the firm's strategic expansion into the Maryland and DC markets.
The $8.5B AUM ultra-high-net-worth firm is looking to its next phase of growth fueled by a strategic private equity investment.
