Both Silicon Valley Wealth Advisors and Hall Private Wealth Advisors are located in California.
The firm also launched an insurance division and made its first acquisition.
The deal for New England Pension Plan Systems is the third acquisition for Edelman Financial Engines this year.
The firm has seen exponential growth and expanded its footprint.
Advisor says TAMPs are like ‘a spectrum with dozens of capabilities’ at final RIA Lab event for 2023.
President says cutting-edge technology and resources were a big draw.
The firm has added about $14 billion in assets this year through eight acquisitions.
'I watched men get the advantage in so many ways,' Cathy Curtis says. 'And I got really tired of that myself.'
ClearBridge Wealth provides investment management and financial planning.
Three-quarters of RIAs surveyed now offer remote work arrangements, and professional development is increasingly cited as a top initiative.
RIA aggregator acquired $495M Paragon Wealth Strategies and $95M Brighton Financial Planning.
The firm has recruited three new advisor teams to take AUM to $5.8 billion.
InvestmentNews celebrates 100 leading firms who have established themselves as trusted partners for clients
John Peluso retired in September as head of Wells Fargo’s clearing operations, and earlier presided over FiNet.
Edelman Financial Engines is suing Mariner Wealth Advisors, alleging that Mariner is poaching its clients and running Edelman out of business.
As a financial advisor for more than 30 years, Diane Young has seen fiscal and retirement policies affect her clients. If voters in Michigan’s 10th District elect her, she’ll have a role in shaping the decisions Congress makes.
Advisory Services Network's business development director, Trey Prescott, talks to InvestmentNews.
InvestmentNews celebrates 75 firms that have attracted significant assets since July 2020.
New entity combines capabilities of $13 billion national RIA with those of an accounting services firm.
Firm operating across five states switches from Western International.
