RIAs & Financial Advisors
Lido Advisors Acquires $1.2B Fountainhead Advisors, Expanding Bicoastal Reach
Wealth advisory firm Lido Advisors has acquired Fountainhead Advisors, an independent RIA...Read more
Beacon Pointe Adds $1.2B Hemington Wealth Management
Beacon Pointe Advisors has added Falls Church, VA, and Chicago, IL-based Hemington Wealth...Read more
MAI Capital Management Adds $366M Maryland RIA
MAI Capital Management has acquired a Maryland-based registered investment advisor firm t...Read more
Ex-UBS Duo with $6B AUM Launches RIA 71 West Capital Partners
A pair of advisors have left UBS Financial Services, where they collectively managed...Read more
Insigneo Nabs $6B The Americas Financial Group from Raymond James
Wealth manager Insigneo has added a $6 billion Miami-based wealth management fi...Read more
RBC Wealth Management Draws $1.2B Ex-UBS Team
RBC Wealth Management has lured a five-person team that oversees $1.2 billion in client a...Read more
Mercer Advisors Acquires CA Tax Firm Beach Freeman Lim & Cleland
Mercer Global Advisors has acquired a Southern California-based tax practice, marking the...Read more
RBC Wealth Management Adds $705M McGrath Group to Fargo Office
RBC Wealth Management has expanded its Fargo, North Dakota presence with the addition of the McGrat...Read more
Brookfield, iCapital Launch Tool to Help Advisors Model Alts Investment Portfolios
Brookfield’s Private Wealth platform has teamed up with iCapital to launch an interacti...Read more