RIAs & Financial Advisors
LPL Adds $380M Delaware Advisor Duo from PNC
LPL Financial LLC has added First Summit Capital Management, a $380 million Wilmington, DE-based fi...Read more
Former Sanctuary CEO Launches Firm for Growth-Oriented RIAs
Jim Dickson, founder and former CEO of Sanctuary Wealth, and Mark Penske, founder and chairman of U...Read more
Cetera Taps Ex-Northwestern Mutual VP to Lead Compliance
Cetera Financial Group, a network of registered investment advisors and independent broker/dealers,...Read more
EXCLUSIVE: Seedbrite, Coolwater Join Forces to Offer VC Investments to RIAs
Seedbrite Ventures, a platform that aims to democratize access to venture capital for registered in...Read more
LPL Adds $160M Virginia Advisory Team
LPL Financial announced that financial advisor Scott Hengerer has joined LPL’s broker-dealer, RIA...Read more
$915M Former Truist Team Moves to RBC Wealth
RBC Wealth Management has expanded its advisory network to include the Brown-Brinkley Group, a mult...Read more
AssetMark Buys Morningstar Wealth’s $12B TAMP Business
AssetMark, Inc., the wealth management platform of AssetMark Financial Holdings, will acquire asset...Read more
Allworth Expands in Cali with Del Monte Group Acquisition
Allworth Financial has acquired Northern California-based Del Monte Group, marking its expansion to...Read more
$250M Merrill Family Trio Joins LPL’s Affiliation Model
LPL Financial has added financial advisor Tom Russell, and his sons Brian Russell and Charles Russe...Read more