RIAs & Financial Advisors
Merit Financial Advisors Acquires Two Wealth Firms with $569M in Combined Assets
RIA Merit Financial Advisors has acquired two specialized firms with combined assets of $569 millio...Read more
$430M Ex-Osaic Advisor Team Jumps to Commonwealth
Commonwealth Financial Network has added an advisor team, formerly affiliated with Osaic, where...Read more
LA Federal Credit Union Shifts $160M AUA from LPL’s CFS to Cetera
Los Angeles Federal Credit Union (LAFCU), which manages approximately $160 million in assets under ...Read more
ExchangeRight Expands Access to Essential Income REIT for RIAs
ExchangeRight has launched new Class D shares for its Essential Income REIT, specifically designed ...Read more
$220M FA Team Jumps from Thrivent Investment Management to LPL Financial
LPL Financial has added financial advisors Mike Trudeau, Matt Merrick, Ben Ollila, and Ben Prchal t...Read more
Apella Wealth Acquires $574M RIA Iron Horse Wealth Management
West Hartford, CT-based Apella Wealth has added a Johnston, Iowa-based registered investment adviso...Read more
Succession Disconnect Exposed: Only 6% of G1 Advisors Have Fully Documented Transition Plans, Study Finds
Despite growing awareness of the need for succession planning, only a small fraction of advisory fi...Read more
Allworth Financial Acquires Two Firms with $1.5B in Combined Assets
Allworth Financial has acquired two sister Indianapolis-based firms, Salzinger Sheaff Brock and She...Read more
Elevation Point Acquires Minority Stake in $2.5B RIA Breakaway Team
Elevation Point has acquired a strategic minority stake in Family Office Partners, a newly independ...Read more