RIAs & Financial Advisors
Northern Trust Brings Tax-Managed Direct Indexing to Envestnet
Northern Trust Asset Management will make its institutional-quality, tax-managed direct indexing so...Read more
EP Wealth Acquires Arizona Wealth Manager with $730M AUM
EP Wealth Advisors has acquired Capital Insight Partners, LLC (CIP), a Scottsdale, Arizon...Read more
Cerity Partners Expands Texas Footprint with Austin Private Wealth Merger
Cerity Partners has announced a merger with Texas-based independent wealth manager Austin Priv...Read more
Wealthspire Advisors Acquires California RIA
Wealthspire Advisors has added a California-based registered investment advisor firm thro...Read more
Carson Group Fully Acquires $395M Carson Wealth Minnesota Location
Carson Group has fully acquired a Minnesota-based Carson Wealth office that oversees more...Read more
Mariner Purchases Two RIAs, Adding $1.8B to AUM
Mariner Wealth Advisors has acquired two registered investment advisor firms, a...Read more
Hightower Advisors Adds 5 Advisory Practices to W-2 Channel
Hightower Advisors has acquired five practices, adding them to its newly&n...Read more
XA Investments to Launch Dedicated Credit Interval Fund Index
Chicago-based advisory firm XA Investments is set to expand its benchmarking platform with the laun...Read more
Moneco Advisors Merges with Lichtenstein Financial, Launches Dedicated Tax Division
Moneco Advisors, a Fairfield, CT-based registered investment advisor has finalized&n...Read more