RIAs & Financial Advisors

CFP Board Names K. Dane Snowden as Next CEO
CFP Board has appointed K. Dane Snowden as its next CEO, effective March 16, 2026, succeeding Kevin...Read more
Janus Henderson to Acquire $20B Richard Bernstein Advisors
Janus Henderson Group has agreed to acquire Richard Bernstein Advisors, a research-driven...Read more
RIA M&A Hits Record in 2025 as Deal Activity Becomes the “New Normal”
RIA dealmaking reached an all-time high in 2025, cementing what M&A consultancy DeVoe & Com...Read more
Allworth Financial Scoops Up $500M Texas Firm
Allworth Financial has acquired a six-person wealth management team in Texas, which manag...Read more
Cetera Adds $1.9B RIA in Darnall Sikes Deal
Cetera has acquired Darnall Sikes Wealth Partners, a Louisiana-based wealth manageme...Read more
Prime Capital Financial Purchases Bradshaw Rogers Financial Partners
Prime Capital Financial, formerly Prime Capital Investment Advisors, has acquired a North...Read more
Bimini Capital to Acquire 80% Stake in Tom Johnson Investment Management
Bimini Capital Management, Inc. announced that its wholly owned subsidiary, Bimini Advisors Holding...Read more
Modern Wealth Management Adds $300M Advisory Practice
Modern Wealth Management has acquired a New York-based advisory firm, managing ...Read more
Connect Money Opens Nominations for 2026 Next Generation Wealth Management Awards
The 2026 Connect Money Next Generation Wealth Management Awards recognize emerging professiona...Read more