RIAs & Financial Advisors
Mercer Advisors Lands $60M Local RIA
Mercer Advisors, a national registered investment advisor (RIA) backed by Oak Hill Capital and Gens...Read more
Arch Hauls $20M for Private Investment Management Platform
Menlo Park Ventures led a $20 million Series A funding round for Arch, a private investment managem...Read more
Kaufman Hall Picks Up $1B Tennessee RIA
Kaufman Hall Investment Management (KHIM), a subsidiary of Kaufman, Hall & Associates, LLC. has...Read more
RIA Organic Growth Swooned in 2022: Fidelity
Organic growth slowed considerably for wealth management firms in 2022, sliding below 4% after a hi...Read more
Hightower Invests in $2.5B Florida RIA
Hightower has made a strategic investment in Resource Consulting Group, a fee-only registered inves...Read more
Sequoia Unveils Family Office for Ultra-Wealthy
Sequoia Financial Group launched Sequoia Sentinel, a boutique family office within the firm that is...Read more
CAPTRUST Adds $1.4B Indianapolis Wealth Manager
CAPTRUST Financial Advisors has acquired Column Capital Advisors, an Indianapolis-based registered...Read more
DOL Proposes New Advisor Fiduciary Rule
The U.S. Department of Labor (DOL) released a proposal on Tuesday that will redefine when retiremen...Read more
Creative Planning Buys Mesirow’s $13B Retirement Division
Creative Planning LLC, the registered investment advisory and retirement plan services firm, has ac...Read more