RIAs & Financial Advisors
Wealth Enhancement Continues West Coast Expansion, Adds $190M Hybrid-RIA
Wealth Enhancement Group has added its 11th office in Northern California with the acquisition of P...Read more
Former Morgan Stanley Advisory Team with $170M in Assets Takes “Journey” to Sanctuary Wealth
Indianapolis-based RIA network Sanctuary Wealth announced that an advisory team with $170 million i...Read more
Carson Group Buys $500M Louisiana RIA Firm
Carson Group announced that its Carson Wealth advisory network has added The Shobe Financial Group,...Read more
UBS Lures Former Merril Lynch Advisor with $305M in Client Assets
UBS Wealth Management announced that Thomas Sheehan, an industry veteran of 25 years and former Mer...Read more
Altruist Buys Rival Custodial Platform SSG, Doubling Its RIA Services
Just weeks after the launch of Altruist Clearing - the RIA industry’s first all-in-one custodian ...Read more
PCIA Is Betting on Reno RIA Cornerstone, Adding $400M in Assets
Prime Capital Investment Advisors (PCIA), a provider of financial planning services including asset...Read more
RIA Powerhouse CAPTRUST Notches 64th Deal with $5.8B Texas Firm
CAPTRUST Financial Advisors, one of the country’s largest registered investment advisors, notched...Read more
Creative Planning Scoops $1B Memphis RIA with Focus on Larger Deals
Creative Planning, one of the country’s largest registered investment advisors (RIA) with $225 bi...Read more
Investment Advisor Kornitzer Capital Management Appoints Two New Presidents
Privately held Kornitzer Capital Management Inc. (KCM) appointed Joe Neuberger president, succeedin...Read more