RIAs & Financial Advisors
Holistic Wealth Advisors Launches as Fully Independent RIA With $350M in Assets
Holistic Wealth Advisors (HWA) has officially launched as a fully independent, SEC-registered inves...Read more
$170M FA Joins Osaic from Commonwealth
Financial advisor Joelle Spear, who manages about $170 million in assets under administration, has ...Read more
MSCI, PNC Bank Partner to Deliver Digital Wealth Management Capabilities
MSCI Inc. and PNC Bank have entered into a strategic collaboration to equip PNC’s financial advis...Read more
Merit Acquires $225M Florida Team Specializing in First Responder Clients
Merit Financial Advisors has acquired a specialized team from Second Half Financial Partners, LLC, ...Read more
GoalVest Venture Capital Secures First Close for $50M Growth Fund II
GoalVest Venture Capital, the venture capital arm of GoalVest Advisory LLC, has completed the first...Read more
Blaze Credit Union Joins Osaic Institutions Channel Following 2024 Merger
Osaic, Inc. announced that Blaze Credit Union has joined its Osaic Institutions channel, marking a ...Read more
Carson Group Debuts ‘White-Glove’ Private Client Services Offering
Carson Group has rolled out a suite of ‘white-glove’ private client services solutions that are...Read more
A Rarity of $1B-Plus RIAs Nationwide: Study
Fewer than 3% of registered investment advisors in the U.S. manage $1 billion or more in assets. On...Read more
Steward Partners Expands Legacy Division with $481M Longbridge Wealth Advisors Acquisition
Steward Partners, a hybrid registered investment advisor, has acquired Longbridge Wealth Advisors, ...Read more