RIAs & Financial Advisors
Wealth Enhancement Group Adds Another $1B-Plus RIA
Wealth Enhancement Group, an independent wealth management firm with more than $66.5 billion in tot...Read more
CAPTRUST Continues Expansion in Greater Minneapolis Area with $770M RIA Acquisition
Wealth manager CAPTRUST Financial Advisors has acquired QA Wealth Management, a division of Quantit...Read more
Hightower’s Fairport Wealth Promotes Matt Logar to CEO
Fairport Wealth, a Hightower-backed financial advisory firm based in Cleveland, OH, announced the p...Read more
Family Office Brownhelm Capital Takes “Substantial” Stake in Pecunia
Ohio-based family office Brownhelm Capital has taken a “substantial” stake in Pecunia Managemen...Read more
LPL Financial Lands $3.1B Advisor Network from TD Ameritrade, Geneos
LPL Financial LLC announced that CG Advisor Network, a division of registered investment advisor CG...Read more
Atria Wealth Solutions Acquires $15B Grove Point Financial from Kestra
Atria Wealth Solutions has acquired Grove Point Financial, LLC, an independent wealth management fi...Read more
The Mather Group Hires Former RIA Cerity Partners CCO Stuart Evans
Chicago-based financial services firm The Mather Group has hired Stuart Evans as chief compliance o...Read more
Beacon Pointe Enters the Empire State with Acquisition of $1B RIA YorkBridge
Beacon Pointe Advisors has acquired YorkBridge Wealth Partners, a seven-year-old registered investm...Read more
RIA Custodian Altruist Raises $112M, Set to Go Toe-to-Toe with Schwab and Fidelity
Registered investment advisor (RIA) custodian startup Altruist has new funding to ramp up its growt...Read more