RIAs & Financial Advisors
Mesirow Grows Florida Wealth Management Footprint
Mesirow Wealth Management, the wealth division of Mesirow, has acquired Price Wealth Management, a ...Read more
Cetera Wealth Partners Adds Husband and Wife Texas FA Team
Cetera Financial Group announced that Innovative Premier Financial Services (IPFS) has joined Ceter...Read more
Bluespring Taps Pradeep Jayaraman as President
Pradeep Jayaraman was named president of Bluespring Wealth Partners, an acquirer of independent reg...Read more
LPL Financial Acquires $9B NJ RIA
LPL Financial LLC has acquired The Investment Center, Inc., a Bedminster, NJ-based broker-dealer ...Read more
DFA Alums Unveil Growth, Succession Platform for RIAs
Parkwoods Wealth Partners, LLC announced its official launch, introducing a new platform designed t...Read more
Mercer Advisors Acquires $412M Connecticut Wealth Manager
Mercer Global Advisors, Inc. has acquired Benchmark Wealth Management, LLC, an Old Lyme, CT-based a...Read more
IEQ Capital Acquires EPIQ to Form $32B Multifamily Office
IEQ Capital acquired EPIQ Capital Group in a deal that will form a combined $32 billion multifamily...Read more
$150M Advisor Who Closed RIA Shop Heads to LPL
LPL Financial LLC announced that Kelly Compton has joined its broker-dealer, RIA and custodial plat...Read more
$400M Former Merrill Team Jumps to Sanctuary Wealth
Sanctuary Wealth, a firm that provides financial advisors with an independent platform, added TOVA ...Read more