RIAs & Financial Advisors
Former Personal Capital Head Named CEO at Edelman Financial Engines
Former robo-advisor Personal Capital CEO Jay Shah has been named CEO of Boston-based independent i...Read more
CAPTRUST Buys $710M RIA, Extends Texas Footprint
CAPTRUST Financial Advisors is keeping the pedal to the medal when it comes to the acquisition of w...Read more
Hightower Invests In $2.3B New England Wealth Manager
Hightower, a registered investment advisor (RIA) made a strategic investment in Vigilant Wealth Man...Read more
Concurrent Launches as RIA, Adds Five FA Teams with $440M+ in Assets
Merchant-backed Concurrent Investment Advisors has launched as a multi-custodial hybrid registered ...Read more
Sanctuary Wealth Snags $200M NJ RIA from Merrill Lynch
Crescent Harbor Private Wealth, a Jersey City, NJ-based $200 million registered investment advisory...Read more
Orion Founder, CEO Clarke to Step Down at End of Year
Orion Advisor Solutions, a turnkey asset management provider, announced that Eric Clarke, founder a...Read more
Former Saudi Aramco Exec Joins $2B RIA to Lead M&A Advisory Practice
Aaron Wealth Advisors, a multifamily office managing over $2 billion in client assets, hired Christ...Read more
Pinnacle Buys $580M Wealth Manager
Pinnacle Associates has bought Investment Management of Virginia, a registered investment advisor m...Read more
Ropes Wealth, Adviser Investments Merge to Form $15B RIA Giant
Registered investment advisor (RIA) Adviser Investments, majority-owned by private equity firm Summ...Read more