RIAs & Financial Advisors
Rockefeller Lures Three Former Merrill Lynch Teams with $3.5B in Assets
Rockefeller Capital Management announced the addition of six financial advisors across three former...Read more
Dynasty Financial, in First-Ever Acquisition, to Acquire TruClarity Breakaway Business
Dynasty Financial Partners is making its first acquisition ever by acquiring TruClarity Management ...Read more
Sequoia Financial Group Acquires Zeke Capital Creating $15B RIA
Sequoia Financial Group has acquired $5 billion-plus Zeke Capital Advisors, a multifamily office th...Read more
Hightower Subsidiary TC Wealth Partners Buys $800M EFG Advisors
TC Wealth Partners, a firm acquired by wealth manager Hightower Advisors in January 2022 to grow it...Read more
Genstar-Backed Cetera Buys Minority Stake in $1.7B Prosperity Advisors
Cetera Financial Group, which is backed by private equity firm Genstar Capital, has taken a minorit...Read more
Serial RIA Acquirer Wealth Enhancement Group Buys $273M Washington Wealth Advisors
The buying spree continues for Wealth Enhancement Group (WEG) with the acquisition of Falls Church,...Read more
RIA Mission Wealth Merges with $110M Murphy Capital Advisors
Registered investment advisor (RIA) Mission Wealth has merged with $110 million Murphy Capital Advi...Read more
CD&R Offers RIA Aggregator Focus Financial $4.1B in Take Private Deal
Focus Financial Partners Inc. is discussing the potential sale to buyout firm Clayton Dubilier &...Read more
Cetera Adds Record $13B in 2022, Supported by Recruitment Efforts
Cetera Financial Group, one of the country’s largest networks of financial professionals, added m...Read more