RIAs & Financial Advisors
Savant Wealth Nabs $1.5B+ PA RIA for Fourth Acquisition of Year
Registered investment advisor (RIA) Savant Wealth Management has acquired Domani Wealth, a Lancaste...Read more
Fairpoint Hires Mike Drennen as Chief Wealth Officer
Fairport Wealth, a Cleveland, OH-based Hightower advisory business, has appointed Mike Drennen as i...Read more
Goodbye Riskalyze, Hello Nitrogen
Software-as-a-service company Riskalyze has changed its brand name to Nitrogen to reflect its evolu...Read more
Cresset Merges with True Capital, Beefs Up Multifamily Office
Cresset Asset Management and TRUE Capital Management announced a merger, creating a multi-family of...Read more
Wealth Enhancement Group Adds $355M Independent RIA, Third in Iowa
Wealth Enhancement Group has continued its buying spree with the addition of Dubuque, IA-based Heac...Read more
TRIA-Backed Modera Wealth Management to Buy $3.8B RIA Parsec Financial
Modera Wealth Management, a Westwood, NJ-based fee-only registered investment manager, has acquired...Read more
Sanctuary Wealth Scoops Up $1B Merrill Team of Advisors
Registered investment advisor aggregator Sanctuary Wealth has added $1 billion Burnham Harbor Priva...Read more
CI Financial Sells Its Minority Stake in $5.1B Boston RIA to Audax
CI Financial Corp has agreed to sell its minority stake in Congress Wealth Management, a Boston-bas...Read more
Vestmark Launches Service for Advisors to Tailor Portfolios to Clients’ Investment Preferences
Vestmark, Inc., which provides wealth management software and services, has unveiled an outsourced ...Read more