RIAs & Financial Advisors
Robinhood-Backed TradePMR Launches Asset Match Program for RIAs
TradePMR, a brokerage and custodian services provider wholly owned by Robinhood Markets, Inc., has ...Read more
$10B Parallel Advisors Launches Independent California Trust Company
Parallel Advisors, LLC, a $10 billion independent wealth management firm, has received approval fro...Read more
MAI Capital Adds $612M Ohio RIA
MAI Capital Management has acquired an Ohio-based registered investment advisor firm that manage...Read more
LPL Financial Adds $400M Worley Monroe Advisors to Its Platform
LPL Financial LLC has continued its advisor growth strategy with the addition of Worley Monroe Advi...Read more
Carson Group Adds $300M FA Team to Existing Great Lakes Location
Carson Group has added an existing Great Lakes-area Carson Wealth office, which oversees about $300...Read more
Carson Group Fully Acquires $570M Wells Trecaso Financial Group
Carson Group has fully acquired an Ohio-based wealth management firm, which oversees about $570 mil...Read more
LPL Financial Welcomes $1.25B Ox Road Capital to Strategic Wealth Platform
LPL Financial LLC has announced the addition of Ox Road Capital, a Greenville, South Carolina-based...Read more
Ex-UBS FA Team with $1.4B Skips to Elevation Point
Elevation Point has acquired a minority stake in Loxahatchee Capital, a newly launched multi-family...Read more
Osaic Draws $460M Women-Led Firm from Commonwealth
Osaic Wealth has added a women-led financial planning firm, which oversees about $460 million in as...Read more