RIAs & Financial Advisors

SageView Recruits $5.2B Retirement Consulting Firm
SageView Advisory Group, an independent registered investment advisor based in Newport Beach, CA, h...Read more
Hightower Makes Third $1B+ Acquisition in Under Two Weeks
Wealth management firm Hightower has made its third strategic investment in a firm with at least $1...Read more
Hightower Partners with $1.6B Texas Wealth Management Team
Hightower Advisors has partnered with and made a strategic investment in Presidio Wealth Partners, ...Read more
Altruist Hires Former Pixar, Blend Executive as CFO
Registered investor advisor (RIA) custodian startup Altruist hired former Pixar Animation Studios a...Read more
NFP Subsidiary Wealthspire Advisors to Buy $1B Virginia RIA
NYC-based Wealthspire Advisors, a subsidiary registered investment advisor (RIA) under insurance b...Read more
Genstar-Backed Cetera Buys $1.4B Kansas RIA
Genstar Capital-backed Cetera Holdings, the parent company of broker/dealer network Cetera Financia...Read more
Hightower Buys $1B Massachusetts RIA for Sixth Deal of Year
Hybrid broker-dealer and registered investment advisor (RIA) Hightower announced its sixth deal of...Read more
Mercer Advisors Expands Investor Base with Atlas Partners Stake
Mercer Advisors, a Denver-based $48 billion registered investment advisor, is expanding its set of�...Read more
Mega-RIA Creative Planning Buys $2.5B Professional Services Firm
Creative Planning, LLC., an Overland Park, KS-based registered investment advisor with approximatel...Read more