XYPN's corporate RIA arm hires Andrea Istwan as director of advisor experience as it surpasses $1 billion assets without taking private equity investment.
Richard Brothers Financial Advisors joins the fee-only RIA, adding its first Maine office and $240 million in client assets
Cleveland RIA grows to $68 billion in assets as Philadelphia team, deepening its high-net-worth and retirement-plan practice.
Menlo Park firm brings $900m in AUM and specialist expertise serving Apple and Google employees.
Acquisition of the Shufro-Glass Group pushes the national RIA's total client assets above $157 billion.
Los Angeles RIA's CFO hire is its third senior leadership addition in just over a year as the $42.5 billion firm scales its platform.
The Omaha, Nebraska-based RIA's latest acquisition expands its Rocky Mountain footprint after two prior Colorado deals last year.
Deal lifts global assets to roughly $523 billion under management.
Wealth management firm has seen an aggressive period of growth in the past year.
“Culture alignment was the most important thing to me, and it overrode everything else," said Marmo Financial Group Founder and Principal Advisor Scott Marmo
Acquisition gives Atlanta planning firm operational backing while protecting client relationships built over years.
Ayer brings 25 years advising ultra-high-net-worth families as Caprock pushes deeper into values-aligned investing across a growing national network.
Also, a Fidelity veteran goes indie with Osaic OSJ Innovative Financial Group, and Citizens welcomes a sports and entertainment-focused trio previously overseeing $800 million from Morgan Stanley.
Praised as 'invaluable,' then placed on a PIP - she says the timing tells the story
InvestmentNews discovers what’s driving growth from CEO Dave Welling and president Daniel Gourvitch.
Plus, New York-based Maridea snaps up a women-led practice to debut in the Sunshine State, while Halbert Hargrove in California hails an AUM milestone alongside an aging-care fintech partnership.
UBS also expanded in the Southeast with six advisors overseeing more than $2 billion, while Osaic lured a $300 million family-led practice from Wells Fargo's FiNet.
The Massachusetts-based wealth tech firm announced the quick AUM milestone just as it leans harder into AI with a recently appointed leader.
Meanwhile, Dynasty partner RIA SageSpring adds five advisors to its equity ownership stack, and NewEdge Wealth continues its expansion in Nashville.
Mega-RIA picks up $250M advisor, while three firms head for &Partners.
