RIAs & Financial Advisors

RBC Wealth Management Draws Ex-UBS FA Duo with $660M
RBC Wealth Management has added a pair of financial advisors who oversee $660 m...Read more
Creative Planning Lands First International RIA
RIA giant Creative Planning has acquired its first international registered adv...Read more
Inland Elevates Matthew Fries to CEO as Firm Sharpens Focus on Investment Platform
The Inland Real Estate Group, LLC has appointed Matthew Fries as CEO and President of&nbs...Read more
Mercer Advisors Expands Upstate NY Presence with Long Run Wealth Acquisition
Mercer Global Advisors has acquired Long Run Wealth Advisors, a Lake Placid, New York–b...Read more
Rothschild Wealth Partners Scoops Up $200M Advisory Firm
Rothschild Wealth Partners has acquired a Chicago-based financial advisory firm, ove...Read more
RIA Integrated Partners Snags Fair Street Advisors
RIA Integrated Partners has added a Connecticut-based wealth management firm, which oversees about ...Read more
Savant Wealth Management Acquires $497M Tennessee Firm
Savant Wealth Management, a registered investment adviser firm, has lured a Tennessee-based ad...Read more
CAZ Strategic Opportunities Fund Tops $500M, Converts to Interval Structure
CAZ Investments announced that its CAZ Strategic Opportunities Fund has surpassed $500 million in a...Read more
Apella Wealth Adds PBMares Wealth Management, Strengthening Mid-Atlantic Footprint
Headquartered in Williamsburg, Virginia, PBMares Wealth Management brings a client-first ...Read more