RIAs

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Shipley takes CIO role as $11B Coldstream expands senior leadership
NEWS RIAS JAN 22, 2025
Shipley takes CIO role as $11B Coldstream expands senior leadership

Employee-owned fund management firm grew through merger in 2024.

It’s a seller’s market for RIAs in 2025, report says
NEWS RIAS JAN 21, 2025
It’s a seller’s market for RIAs in 2025, report says

Private equity money is contributing to the good times for RIA owners.

AI insights survey exposes split between RIAs and enterprise advisors
NEWS RIAS JAN 17, 2025
AI insights survey exposes split between RIAs and enterprise advisors

Envestnet data reveal shared focus on product underperformance and tax optimization, with differing priorities on fees.

Rockefeller bolsters wealth division with Morgan Stanley, JPMorgan additions
NEWS RIAS JAN 17, 2025
Rockefeller bolsters wealth division with Morgan Stanley, JPMorgan additions

The elite ex-wirehouse advisor teams will boost Rockefeller Global Family Office's presence in Texas and New York.

Nepsis unveils new national headquarters in Minneapolis
NEWS RIAS JAN 17, 2025
Nepsis unveils new national headquarters in Minneapolis

The national RIA and tax services firm's move in Minnesota follows rapid growth, including key leadership additions in 2024.

How Quad-A is working to close the Black wealth gap
NEWS RIAS JAN 17, 2025
How Quad-A is working to close the Black wealth gap

Sheena Gray, CEO of the African American Association of Financial Advisors, speaks about the group's historic 2024 and its plans for the year ahead.

Wealth Enhancement and Farther make milestone acquisitions
NEWS RIAS JAN 16, 2025
Wealth Enhancement and Farther make milestone acquisitions

$103 billion Wealth Enhancement debuts in Maine while fast-growing RIA Farther welcomes its biggest partner yet.

Focus resumes intra-network consolidation with SCS mergers
NEWS RIAS JAN 15, 2025
Focus resumes intra-network consolidation with SCS mergers

One of the RIA giant's wealth hubs is boosting its ultra-high-net-worth presence, with two partner firms adding more than $10 billion in assets.

Wells Fargo keeping focus on independent advisors in 2025
NEWS RIAS JAN 15, 2025
Wells Fargo keeping focus on independent advisors in 2025

Is the bank's next step building out its RIA custody business, one industry observer asks.

Corient snaps up $10.4B multi-family office in NYC
NEWS RIAS JAN 15, 2025
Corient snaps up $10.4B multi-family office in NYC

The historically acquisitive RIA deepens its New York presence further ahead of its Canadian parent's planned buyout by a Middle Eastern entity.

Integrated Partners adds $1B AUM firm on West Coast in 'significant expansion'
NEWS RIAS JAN 15, 2025
Integrated Partners adds $1B AUM firm on West Coast in 'significant expansion'

Expanding network says it's bolstering capabilities to serve clients nationwide.

How Elevation Point is building growth momentum in 2025
NEWS RIAS JAN 14, 2025
How Elevation Point is building growth momentum in 2025

Founding partner and CEO Jim Dickson unpacks the firm's first six months, how it's approaching $5 billion in assets, and the "organic growth" challenge he sees for many advisory businesses.

Wealth Enhancement Group plants third stake in Oregon
NEWS RIAS JAN 14, 2025
Wealth Enhancement Group plants third stake in Oregon

The serial acquirer's latest RIA partnership adds more than $673 million in client assets while strengthening its presence in the Pacific Northwest.

Mariner adds another $1B in deal trifecta
NEWS RIAS JAN 14, 2025
Mariner adds another $1B in deal trifecta

The PE-backed RIA giant is broadening its national footprint with new partnerships in Ohio, Colorado, and Massachusetts.

Waverly, Carson announce latest acquisitions
NEWS RIAS JAN 14, 2025
Waverly, Carson announce latest acquisitions

RIA aggregator Waverly is making its debut in Iowa just as Carson Wealth unveils a new tax-focused strategic partnership in New Jersey.

MAI Capital Management snaps up $662M Concentric
NEWS RIAS JAN 13, 2025
MAI Capital Management snaps up $662M Concentric

The serial RIA acquirer's latest partnership gives it another foothold in California's high-net-worth space within Bay Area.

Wealth Enhancement Group tops $103B in assets with Ohio acquisition
NEWS RIAS JAN 10, 2025
Wealth Enhancement Group tops $103B in assets with Ohio acquisition

The RIA colossus adds to its still-growing national footprint with its fourth location in the state.

Captrust welcomes $300M Wealth Covenant Group
NEWS RIAS JAN 10, 2025
Captrust welcomes $300M Wealth Covenant Group

The independent wealth titan's latest acquisition in Houston expands its Texas presence into a dozen locations.

Bison Wealth takes 'next natural step' to form $3B firm
NEWS RIAS JAN 09, 2025
Bison Wealth takes 'next natural step' to form $3B firm

Merger of two operating companies positions the Atlanta-based RIA for its next phase of continued rapid growth.

Cerity Partners gets boost in Boston with Prio Wealth merger
NEWS RIAS JAN 09, 2025
Cerity Partners gets boost in Boston with Prio Wealth merger

The independent wealth giant's latest move in New England gives it an additional $4.1 billion in assets along with a "highly credentialed and experienced team."