Displaying 36 results
Apella seals deal for $464M advisory team
The fast-growing RIA’s addition of the Virginia practice marks its 17th acquisition.
Diversify scores fourth 2024 acquisition with $645M firm
The Delaware-based fee-only practice, led by a veteran with 25 years of experience, is joining the RIA’s partner platform.
RIA Waverly scoops up $700M investment boutique
The fee-only RIA builds on its acquisition streak so far this year with its first foothold in Charlotte, North Carolina.
Focus announces another Colony Group merger
The wealth network’s hub strategy continues with the assimilation of Tennessee-based InterOcean Capital Group.
Steward Partners hails strong start to 2024 recruiting
The hybrid RIA expects its $1 billion haul of new client assets in the first quarter will set it up for a repeat of its robust 2023.
Florida RIA rolls out tax and accounting service
Graham Capital has a new sister firm, focused on bookkeeping and tax preparation, led by a professional with three decades of experience.
Team with shared mindset launches new RIA with tru Independence
Four advisors start their new venture in Indianapolis.
OneDigital snaps up Texas-based wealth and retirement practice
The deal, the RIA's third this year, broadens its presence in the south-central US.
Sanctuary welcomes UHNW duo from Merrill
The firm adds a $700 million breakaway practice in North Carolina.
Clearstead acquires $5B wealth firm
Deal for Virginia-based wealth and investment manager will result in an organization with $44 billion in AUA.
Multifamily office Caprock strikes first deal for $2.2B boutique firm
The Idaho-headquartered firm tops the $11B AUA mark as it scoops up an independent wealth firm based in Chicago.
BBVA breaks into US RIA space
The global firm’s first investment advisory office in Miami will initially cater primarily to high-net-worth clients from Latin America.
Fintech Flourish expands fee-based annuity shelf
The advisor tech provider is streamlining the annuity process for RIAs as it adds another carrier to its platform.
An RIA by women for women (and everyone)
Expressive Wealth, led by women, takes an approach that includes having a clinical psychologist on staff.
Moneta adds to Colorado footprint with latest merger
The partner-owned national RIA’s merger with a $279M advisor duo marks its first expansion into Boulder.
Father-son duo builds on near-50 year legacy with own RIA
Based in New Jersey, newly launched Drucker Wealth oversees $750 million in assets for more than 800 clients.
Robertson Stephens welcomes veteran $180M team
The San Francisco-based firm is adding a Connecticut-based practice from Hightower.
Chicago RIA unveils partnership with iCapital
The collaboration will allow the firm to offer more alternative invesstments to clients.
$5B family office beefs up ultra-high-net-worth support service
Philadelphia-based Callan Family Office also welcomes former Abbot Downing exec as it expands its financial administration services.
Stratos Wealth signs $700M team from Osaic
Redwood City, California-based Pettinelli Financial Partners offers comprehensive planning for multigenerational households.
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