RIAs & Financial Advisors
Savant Wealth Management Adds $542M RIA Socha Financial Group
Savant Wealth Management has acquired a New York-based registered investment adviser that oversees ...Read more
Maridea Wealth Management Acquires $217M Practice in Pennsylvania
Maridea Wealth Management has added a Pennsylvania-based wealth management practice, establishing t...Read more
Sequoia Financial Acquires $2.3B RIA in Colorado
Wealth manager Sequoia Financial Group has acquired a wealth management firm that oversees roughly ...Read more
Wealth Enhancement Adds $376M RayJay FA Team
Wealth Enhancement has scooped up a hybrid registered investment advisory team from Raymond James, ...Read more
Cresset Recruits $4B UBS Team in Boca Raton
Cresset has recruited a 16-person UBS Private Wealth Management team overseeing approximately $4 bi...Read more
Stone Point, Genstar Take Equal Stakes in Ascensus
Stone Point Capital and Genstar Capital will become equal owners of Ascensus under a new capital st...Read more
Barings Names Brian Maute Head of U.S. Wealth
Barings has appointed Brian Maute to the newly created position of head of U.S. Wealth as the alter...Read more
Wealth Enhancement Adds $210M in AUM in New Acquisition
Wealth Enhancement has acquired the investment advisory unit of Oklahoma-based Servo Wealth Managem...Read more
Vistria Group to Purchase Majority Stake in $14B Curi Capital
Registered investment adviser Curi Capital has sold a majority stake in The Vistria Group, a middle...Read more