RIAs & Financial Advisors
JFG to Expand Wisconsin Footprint with $210M RIA Acquisition
Johnson Financial Group, a private bank and wealth management firm, plans to expand its northeaster...Read more
Bluespring Acquires $700M Firm Focused on LGBTQ+ Community
Bluespring Wealth Partners, LLC, a registered investment advisor acquirer supported by independent ...Read more
Berthel Fisher Companies Has New Leadership Team
Andrew Christofferson named president, CEO The Berthel Fisher Companies, a financial servi...Read more
LPL Expands Liquidity and Succession Program to Outside Advisors
LPL Financial is expanding its Liquidity and Succession program to non-affiliated advisors. The ...Read more
Janney Adds Six-Person NJ Team Managing Over $550M
Janney Montgomery Scott LLC announced it has added a six-person advisor team from Merrill Lynch wit...Read more
GLASfunds Acquires Funds Platform for RIAs
GLASfunds, a turnkey alternative investment platform (TAMP) and alternative asset management firm b...Read more
Red Bird’s Arax Partners Buys $3B Arizona RIA
Arax Investment Partners, a wealth management platform backed by private equity firm RedBird Capita...Read more
UBS Lures $700M Advisor Team for New Hampshire Office
UBS hired two former Merrill Lynch advisors who managed $700 million in assets. Phillips Hardenberg...Read more
Homrich Berg Appoints CEO Successor
Registered investment advisor Homrich Berg announced that Andy Berg, co-founder and CEO, will be re...Read more