RIAs & Financial Advisors
Perigon Wealth Buys $145M RIA Stakeholders Capital
Perigon Wealth Management, which is backed by Merchant Investment Management, has acquired $145 mil...Read more
Advisory Platform Pensionmark Names Neel Ray to Lead M&A Growth
Financial advisory platform Pensionmark, owned by World Insurance Associates LLC, has hired Neel Ra...Read more
EP Wealth Adds 2nd RIA in Greater Philly Area with Acquisition of $1B Firm
EP Wealth Advisors LLC, a $16.1 billion independent registered investment advisor (RIA), is expandi...Read more
Former Goldman Sachs Executives Launch New RIA Acquirer with $200M PE Backing
Three former Goldman Sachs executives have launched Modern Wealth Management, a registered investme...Read more
Mercer Advisors Continues RIA Expansion with Acquisition of $330M Andesa
Mercer Global Advisors, Inc., a rapidly growing buyer of registered investment advisors (RIAs) has ...Read more
Eight Former SVB Private Advisors Head to Cerity Partners
At least eight former SVB Private advisors have joined New York–based hybrid registered investmen...Read more
Wealth Enhancement Group Continues West Coast Buying Spree, Adds $1B RIA
Wealth Enhancement Group continues its growing West Coast presence with the acquisition of $1 billi...Read more
Envestnet Names Three Board Directors, Avoids Proxy Fight with Activist Investor Impactive Capital
Envestnet, a technology focused registered investment advisor, named three people to its board of d...Read more
John Hancock Appoints Former American Century President Wayne Park as CEO of Retirement Business
John Hancock Retirement, a company of Manulife Investment Management, has hired industry veteran an...Read more