RIAs & Financial Advisors
Wealth Enhancement Group Acquires $658M Michigan RIA
Wealth Enhancement Group, a national independent wealth management firm, has acquired a Michig...Read more
Cresset Acquires 19th Century Michigan Family Office
Cresset Asset Management acquired The Connable Office, Inc., one of the country's oldest multifamil...Read more
TRPG Acquires $225 Million Advisory Team in Hawaii
Cetera Holdings, the holding company of Cetera Financial Group, announced that Cetera's employee-ba...Read more
Avantax Acquires $400M Pennsylvania Team
Avantax, a tax-focused financial planning and wealth management firm, acquired GA Investment Manage...Read more
Arete Wealth to Acquire $800M San Francisco Firm
Arete Wealth Management has announced the acquisition of Portsmouth Financial Services, a San Franc...Read more
Aristotle Names SVP of RIA Bank Group
Aristotle Capital Management, a California-based hedge fund, has appointed Michael Graveline as SVP...Read more
Most Americans Ill-Prepared for the “Great Wealth Transfer”
As Baby Boomers, the most financially prosperous generation in history, are set to transfer $84 tri...Read more
Mercer Advisors Brings Institutional-Grade Private Markets to Families
Mercer Advisors, a Denver-based wealth management and financial planning firm with $60 billion in c...Read more
Wealth Enhancement Lassos $1.2B Houston RIA
Wealth Enhancement Group, an independent wealth management firm with over $81.5 billion in client a...Read more