RIAs

Displaying 4926 results
Fifth Third Wealth Advisors expands with $2B advisor team
NEWS RIAS NOV 07, 2024
Fifth Third Wealth Advisors expands with $2B advisor team

The bank-supported independent RIA is widening its reach with a Merrill Lynch alum and a new office in North Carolina.

By Leo Almazora
Wealth Enhancement Group snaps up $536M M&R Capital Management
NEWS RIAS NOV 07, 2024
Wealth Enhancement Group snaps up $536M M&R Capital Management

The RIA aggregator's latest deal gives it a sixth New Jersey location while pushing its assets managed to $96.6 billion.

By Leo Almazora
Before M&A, consider ‘process and culture’
NEWS RIAS NOV 06, 2024
Before M&A, consider ‘process and culture’

Several panelists highlight actionable strategies and advice for RIAs ahead of RIA Activate California. Register today!

By Josh Welsh
RIA M&A hits all-time high in October Surprise
NEWS RIAS NOV 06, 2024
RIA M&A hits all-time high in October Surprise

Devoe's latest tracking of deal activity for the month shows 39 record-breaking transactions, including four-fifths that featured private equity.

By Leo Almazora
Thiel, Casady latest executives to keep grinding, investing, earning
NEWS RIAS NOV 05, 2024
Thiel, Casady latest executives to keep grinding, investing, earning

“They have the skills to run huge companies, so why not focus on a start up?" one senior executive said.

By Bruce Kelly
Make client problems your problems, Merit Financial Advisors CEO says
NEWS RIAS NOV 05, 2024
Make client problems your problems, Merit Financial Advisors CEO says

"Solve their problem for them right away," Merit CEO Rick Kent said, reflecting on building relationships and growing the RIA.

By Josh Welsh
Dynasty Financial firm Cyndeo Partners makes milestone hire in Florida
NEWS RIAS NOV 05, 2024
Dynasty Financial firm Cyndeo Partners makes milestone hire in Florida

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

By Leo Almazora
Father-son advisor duo launch $750M indie firm
NEWS RIAS NOV 05, 2024
Father-son advisor duo launch $750M indie firm

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.

By Leo Almazora
$28.9B EP Wealth extends 2024 deal count with twin acquisitions
NEWS RIAS NOV 04, 2024
$28.9B EP Wealth extends 2024 deal count with twin acquisitions

With its latest partners in Maine and Texas, the fee-only RIA and financial planning firm has officially completed seven acquisitions for the year.

By Leo Almazora
Aspen Standard Wealth makes dealmaking debut with Summitry acquisition
NEWS RIAS NOV 04, 2024
Aspen Standard Wealth makes dealmaking debut with Summitry acquisition

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.

By Leo Almazora
Focus continues M&A strategy with Homan-Buckingham deal
NEWS RIAS NOV 01, 2024
Focus continues M&A strategy with Homan-Buckingham deal

The PE-backed RIA giant is building on its wealth hub strategy with its first external acquisition in Omaha.

By Leo Almazora
$21.5B Sequoia seals deal for Family Asset Management
NEWS RIAS OCT 31, 2024
$21.5B Sequoia seals deal for Family Asset Management

The top-ranked RIA's latest acquisition in the Southeast adds $300M in AUM while extending its reach in South Carolina.

By Leo Almazora
Credent opens partnership onramp for advisors with TAMP rollout
NEWS RIAS OCT 31, 2024
Credent opens partnership onramp for advisors with TAMP rollout

Offering several flexible options, the $3.2B RIA is making the service more widely available to advisors considering a path to supported independence.

By Leo Almazora
What sets high-performing RIAs apart? Healthy growth, says Fidelity
NEWS RIAS OCT 31, 2024
What sets high-performing RIAs apart? Healthy growth, says Fidelity

Annual benchmarking study highlights how a disciplined organic approach, including cost controls and clear client segmentation, put high performers on a sustainable pace.

By Leo Almazora
$24B Lido makes Mountain Region move with Platte River partnership
NEWS RIAS OCT 31, 2024
$24B Lido makes Mountain Region move with Platte River partnership

The PE-backed national RIA continues its ultra-high-net-worth expansion strategy by welcoming a $600M Colorado firm.

By Leo Almazora
Waverly Advisors bolsters Colorado presence with Mueller partnership
NEWS RIAS OCT 29, 2024
Waverly Advisors bolsters Colorado presence with Mueller partnership

The PE-backed RIA's second location in the state bolsters its $14.4B AUM enterprise with a HNW tax and retirement planning practice.

By Leo Almazora
$156B RIA Hightower keeps deal train chugging with Wisconsin-based FPIS
NEWS RIAS OCT 29, 2024
$156B RIA Hightower keeps deal train chugging with Wisconsin-based FPIS

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.

By Leo Almazora
Cresset appoints Jessica Malkin to chief growth officer role
NEWS RIAS OCT 29, 2024
Cresset appoints Jessica Malkin to chief growth officer role

The top-ranked RIA's new growth leader is taking on the role as part of an expanded mandate.

By Leo Almazora
Alvarez & Marsal enters the ultra-high-net-worth RIA arena
NEWS RIAS OCT 28, 2024
Alvarez & Marsal enters the ultra-high-net-worth RIA arena

The firm's is wooing mega-affluent clients in New York, California and other wealth hubs with experienced leaders from top financial firms.

By Leo Almazora
MAI Capital welcomes $528M Hyperion Partners
NEWS RIAS OCT 28, 2024
MAI Capital welcomes $528M Hyperion Partners

The $28B AUM RIA is extending its reach in Pennsylvania with an advisory team to high-net-worth individuals and business owners.

By Leo Almazora