RIAs & Financial Advisors
Carson Wealth Acquires Equity Stake in Ember Financial Planning
Carson Wealth, the Omaha, NE-based division of Carson Group serving financial advisors, is establis...Read more
Emigrant Partners Takes Minority Stake in $2.5B RIA Dakota Wealth Management
Emigrant Partners, an advisory firm working with wealth and asset managers, has made a minority, no...Read more
RIA Wealthcare Advisory Acquires Sommers Financial Management
Registered investment advisor (RIA) Wealthcare Advisory Partners LLC, a NewSpring Holdings platform...Read more
First Republic Nabs Four-Person Advisory Team from Morgan Stanely
Private bank and wealth management company First Republic Bank has picked up a four-person veteran ...Read more
CAPTRUST Financial Acquires $2.3B RIA Trustcore Financial in Tennessee
CAPTRUST Financial Advisors has acquired TrustCore Financial Services, a Nashville, TN-based regist...Read more
Serial RIA Acquirer Mercer Global Advisors Adds Empyrion Wealth Management
After rounding out 2022 with 18 transactions, Denver-based Mercer Global Advisors has begun the new...Read more
Focus Financial-backed Kovitz Investment Group to Add Private Real Estate Fund Manager Origin Investments
Kovitz Investment Group Partners, a $7.8bn registered investment advisor (RIA) and affiliate of Chi...Read more
Prime Capital Keeps Rolling, Acquires $575M RIA Firm Stonnington Group
Prime Capital Investment Advisors (PCIA) continues to press on the acquisition accelerator, ad...Read more
Alera Group Buys The Ascent Group, Adding $2.8B in Assets
Alera Group, an independent, national insurance and financial services firm based in Deerfield, Ill...Read more