Employee-owned fund management firm grew through merger in 2024.
Private equity money is contributing to the good times for RIA owners.
Envestnet data reveal shared focus on product underperformance and tax optimization, with differing priorities on fees.
The elite ex-wirehouse advisor teams will boost Rockefeller Global Family Office's presence in Texas and New York.
The national RIA and tax services firm's move in Minnesota follows rapid growth, including key leadership additions in 2024.
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.
$103 billion Wealth Enhancement debuts in Maine while fast-growing RIA Farther welcomes its biggest partner yet.
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.
Is the bank's next step building out its RIA custody business, one industry observer asks.
The historically acquisitive RIA deepens its New York presence further ahead of its Canadian parent's planned buyout by a Middle Eastern entity.
Expanding network says it's bolstering capabilities to serve clients nationwide.
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.
The serial acquirer's latest RIA partnership adds more than $673 million in client assets while strengthening its presence in the Pacific Northwest.
The PE-backed RIA giant is broadening its national footprint with new partnerships in Ohio, Colorado, and Massachusetts.
RIA aggregator Waverly is making its debut in Iowa just as Carson Wealth unveils a new tax-focused strategic partnership in New Jersey.
The serial RIA acquirer's latest partnership gives it another foothold in California's high-net-worth space within Bay Area.
The RIA colossus adds to its still-growing national footprint with its fourth location in the state.
The independent wealth titan's latest acquisition in Houston expands its Texas presence into a dozen locations.
Merger of two operating companies positions the Atlanta-based RIA for its next phase of continued rapid growth.
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."