RIAs & Financial Advisors
Elevation Point Partners with Goldman Sachs to Expand Advisor Capabilities
Elevation Point, a minority stake partner for independent advisors, announced a strategic collabora...Read more
Mercer Advisors Acquires West Oak Capital, Expands Idaho and SoCal Footprint
Mercer Global Advisors, Inc. announced the acquisition of West Oak Capital, LLC, a $500 million AUM...Read more
Granite Islands Private Wealth Launches as $1B Independent Advisory Firm
Granite Islands Private Wealth, LLC has officially launched as a new independent advisory firm, fou...Read more
$15B Modera Wealth Management Buys Accounting Firm, Expands Tax Division
Modera Wealth Management, a registered investment advisor, has acquired a New Jersey-based accounti...Read more
LPL Financial Adds $700M Skyward Financial Group
LPL Financial has added a Texas-based financial planning firm, which oversees $700 million in advis...Read more
Corient Acquires Two UK Wealth Managers with $214B in Combined Assets
RIA giant Corient has acquired two U.K.-based financial advisory firms, which brings in more th...Read more
$1.1B Ex-Morgan Stanley Team Jumps to United Capital
A four-person team, managing $1.1 billion at Morgan Stanley has left the firm to join registered in...Read more
$500M FA Ditches Northwestern Mutual, Goes Indie
A financial advisor managing more than $500 million in client assets has left Northwestern Mutual t...Read more
EP Wealth Expands Southwest Presence with $370M Better Money Decisions Partnership
EP Wealth Advisors announced a strategic partnership with Better Money Decisions, LLC (BMD), a Sant...Read more