RIAs & Financial Advisors
IMA Financial Group Buys $2.4B Denver RIA
IMA Financial Group, a Denver-based insurance brokerage firm, has entered a strategic partnership w...Read more
LPL Financial Lures Former Securian Duo with $200M in AUM
A pair of advisors managing approximately $200 million in advisory, brokerage and retirement plan a...Read more
Adviser Investments Buys $350M Michigan RIA
Adviser Investments, an independent wealth advisor, has acquired $350 million Michigan-based LeJeun...Read more
The Wealth Consulting Group Merges with $2B Hybrid RIA V Wealth
The Wealth Consulting Group, an LPL Financial–affiliated hybrid registered investment advisor, ha...Read more
Pathstone to Buy $17B Veritable, Strengthen Position as Largest Independent RIA for Ultra-Wealthy
Pathstone, a prominent partner-owned advisory firm, has acquired Veritable, a $17 billion registere...Read more
CAPTRUST Buys $2.3B Southern Wealth Management for Third Texas Deal in 2023
CAPTRUST Financial Advisors has acquired Southern Wealth Management, a San Antonio-based registered...Read more
RIA M&A Deals Down Marginally in Q2: Echelon Partners
M&A activity in the wealth management space decreased slightly in the second quarter of 2023, m...Read more
Ameriprise Team Departs for LPL with $400M in Assets
LPL Financial has lured a $400 million advisory, brokerage and retirement plan team with offices in...Read more
Hightower Makes “Strategic” Investment in Tax, Advisory Firm
Wealth manager Hightower made a strategic investment in Philadelphia-based GMS Surgent, a tax and a...Read more