RIAs & Financial Advisors
Advisory Firms with Combined 192-Year History Merge with $5B in Assets
Rothschild Investment Corp., a 115-year-old boutique wealth management firm, and its parent company...Read more
LPL Financial Nabs $650M Advisory Trio from Morgan Stanley
LPL Financial has added an advisor team from Morgan Stanley with $650 million in advisory, brokerag...Read more
Mercer Advisors Strikes Deal for $680M Texas RIA
Oak Hill Capital and Genstar Capital-backed registered investment advisor Mercer Global Advisors, I...Read more
RFG Advisory Unloads “Substantial” Stake to Long Ridge Equity Partners
RFG Advisory, a hybrid registered investment advisor platform with approximately $4 billion in asse...Read more
Burney Company Chooses Goldman Sachs for Custody Services
Burney Company, a Reston, VA-based $2.4 billion registered investment advisor, has added Goldman Sa...Read more
Hightower Announces 10th Deal of 2023: Sub-Acquisition for Fairport Wealth
Hightower has facilitated a merger for Fairport Wealth, a Cleveland, OH-based Hightower advisory bu...Read more
Advisors Getting “Savvy” with AI
Savvy Wealth, a digital platform for financial advisors and the parent company of registered invest...Read more
Savant Wealth Buys $376M Delaware RIA and CPA Businesses
Savant Wealth Management has acquired tax and accounting services firm Raymond F. Book & Associ...Read more
Sequoia Acquires Ohio Wealth Manager with $387M in Assets
Sequoia Financial Group LLC, a registered wealth manager with nearly $16 billion in assets under ma...Read more