RIAs & Financial Advisors

CW Advisors Pushed Westward with $849M Rovin Capital Deal
CW Advisors, LLC has acquired Rovin Capital, LLC, an RIA with offices in Lehi, UT, and Me...Read more
Steward Partners Adds $630M FA Team from Stifel Financial
Steward Partners has added a Georgia-based team from Stifel Financial, where th...Read more
Clearstead Expands UHNW Reach with $5.1B Seattle Family Office
Clearstead Advisors, LLC has acquired The Clarius Group, LLC, a Seattle-ba...Read more
Raymond James Launches ESOP Advisory Practice with Strategic Hire
Raymond James has launched a dedicated ESOP Advisory practice within its investment banking divisio...Read more
RedBird Backed Arax Investment Partners Acquires $1.5B RIA
Arax Investment Partners, a RedBird Capital Partners–backed wealth and asset management...Read more
Private Credit Becomes Core Allocation for RIAs, New Study Finds
Private credit has firmly crossed from satellite exposure to core portfolio allocation for register...Read more
Family Offices Sidestep Gold, Turn to Private AI Bets
Global family offices are increasingly worried about geopolitical risk, but they are not flocking t...Read more
OnePoint BFG Wealth Partners Buys $700M Minneapolis RIA
OnePoint BFG Wealth Partners has purchased a Minneapolis-based registered inves...Read more
EP Wealth Purchases $390M RIA in New Mexico
EP Wealth Advisors has acquired a New Mexico-based registered investment adviso...Read more