RIAs & Financial Advisors

$1.4B ClearTrust Wealth Advisors Joins NewEdge Platform
NewEdge Capital Group announced that ClearTrust Wealth Advisors has affiliated with&...Read more
NorthRock Partners Adds $500M Illinois RIA in First Deal of Year
NorthRock Partners has acquired Martin & Associates, an Illinois-based advisory ...Read more
$2B Advisor Team Launches Moto Wealth Partners at Linsco by LPL
LPL Financial LLC announced that wealth advisors Breanne Bovara and Derrick Petry have jo...Read more
Cetera Financial’s Employee RIA Unit Acquires $400M Texas Firm
Cetera Financial Group has acquired an independent Texas-based practice, w...Read more
Zocks Raises $45M to Expand Agentic AI for FAs
Zocks, an AI platform built for financial advisors, has raised $45 million in Series B funding in a...Read more
Private Wealth Investors Poised to Boost Private Markets in 2026, Hamilton Lane Finds
Private wealth investors are preparing to deepen their exposure to private markets in 2026, accordi...Read more
AssetMark Launches Consulting Platform
AssetMark has launched AssetMark Growth Consulting (AGC), a new consulting service designed to help...Read more
Bluespring Adds $600M Pittsburgh RIA Coghill Investment Strategies
Bluespring Wealth Partners has added Coghill Investment Strategies to its growing national net...Read more
Retail Investors Hold Bullish Stance Despite Inflation, Geopolitical Uncertainty
Retail investors are entering 2026 with steady confidence, even as inflation and geopolitical risks...Read more