RIAs & Financial Advisors
Crux Wealth Advisors Launches Hybrid RIA with $1B
Crux Wealth Advisors has announced its launch as a hybrid RIA and full-service wealth management fi...Read more
$535M NJ Advisory Team Roundtrips to LPL
LPL Financial LLC reported that Harbor Lights Financial Group, a Manasquan, New Jersey-based high-n...Read more
Private Advisor Group Partners with Succession Link
Private Advisor Group, a rapidly expanding independent wealth management firm with over $31.5 billi...Read more
$725M Advisor joins LPL’s Affiliation Model Private Wealth
LPL Financial announced that advisor Alberto Francis has joined the firm’s high-net-worth-focused...Read more
LPL Lures Ex-Cetera Team with $180M in Assets
LPL Financial announced that financial advisors with SoundWay Financial have joined the firm’s br...Read more
Cetera Subsidiary TRPG Buys $180M NJ RIA
Cetera Financial Group parent company Cetera Holdings announced that its employee-based RIA, The Re...Read more
Savvy Wealth Closes $26.5M Series A to “Modernize” Wealth Management
Savvy Wealth, a fintech platform for financial advisors, closed the second tranche of its $26.5 mil...Read more
Journey Strategic Wealth Teams Up with Fintech Platform RISR
RISR, a fintech platform that aggregates financial and business data to help financial advisors who...Read more
Sequoia Financial Acquires $420M Connecticut UHNW-Focused Advisor
Sequoia Financial Group, LLC, acquired Karpas Strategies, LLC, an independent investment manager o...Read more