RIAs & Financial Advisors
Advisors See Double-Digit Equity Gains in 2026 — With a Bumpy Ride
Most advisors expect stocks to grind higher but not without turbulence in 2026. According to the Fa...Read more
Maridea Wealth Management Launches Specialized Unit, Acquires Hyperion Accounting Group
Maridea Wealth Management has launched its tax and business services ...Read more
Elevation Point Taps Milemarker to Unify Data Across $9.6B Platform
Charleston-based fintech Milemarker has entered a strategic partnership with Elevation Po...Read more
EP Wealth Buys $218M RIA in Arizona
EP Wealth Advisors has picked up an Arizona-based registered investment advisor firm that over...Read more
Veater Financial Group Shifts to Osaic Wealth’s W-2 Affiliation Channel
Veater Financial Group, affiliated with Osaic Wealth, which manages $1.1 billion&nbs...Read more
Mercer Advisors Picks Up $130M Women-Led Firm in Idaho
Mercer Global Advisors has acquired an Idaho-based financial planning firm, expanding the...Read more
Wealth Enhancement Scoops Up $182M RIA
Wealth Enhancement has acquired a California-based hybrid registered investment advi...Read more
MAI Capital Management Acquires $527M RIA Lowe Wealth Advisors
MAI Capital Management has acquired Lowe Wealth Advisors (LWA), a Columbia, Maryland-base...Read more
Integrated Partners Adds $200M Wealth Management Firm
RIA Integrated Partners has added a Michigan-based wealth management firm, whic...Read more