RIAs & Financial Advisors
Kaiser Permanente Names Steve Algert Executive Director Pensions and Investments
Kaiser Permanente has hired Steve Algert as executive director of pensions and investments followin...Read more
Sequoia Financial Hires Glick EVP, COO
Sequoia Financial Group announced that Joseph Glick has joined the $16 billion Ohio-based registere...Read more
Emigrant Partners Takes Minority Stake in MONECO Advisors
Emigrant Partners announced a strategic, non-voting minority investment in MONECO Advisors LLC; the...Read more
Miracle Mile Advisors Appoints CEO
Miracle Mile Advisors, an independent registered investment advisor for high-net-worth individuals ...Read more
Savant Wealth Management to Buy $483M Massachusetts RIA
Savant Wealth Management, a $20 billion registered investment advisor (RIA), is buying Wellesley, M...Read more
RIAs Set Record High Registration but AUM Fell in 2022: IAA and NRS
According to the annual Investment Adviser Industry Snapshot published by The Investment Adviser As...Read more
OneDigital Buys $3.8B Wealth, Retirement Firm StoneStreet
OneDigital Investment Advisors, a division of financial services firm OneDigital, has acquired Armo...Read more
Carson Group Buys $5B Portland RIA in Largest Deal Yet
Carson Group announced an equity partnership with Northwest Capital Management (NWCM), a Portland, ...Read more
Waverly Advisors Acquires $255M Texas RIA
Registered investment advisor Waverly Advisors, which manages roughly $6.1 billion in assets, has e...Read more