RIAs & Financial Advisors
$30B Lido Advisors Sells Stake to HPS Investment Partners
Lido Advisors, a Los Angeles-based wealth advisory firm managing over $30 billion in assets, announ...Read more
QTR Family Wealth Launches Independent RIA with $1.8B in Assets
QTR Family Wealth, a full-service wealth management firm led by brothers Wes and Chad Hunter, has l...Read more
Hightower Makes Strategic Investment in $2B Wealth Manager
Hightower has made a strategic investment in Smith Anglin, a Dallas, Texas-based financial planning...Read more
Acrisure Secures $2.1B Led by Bain Capital to Fuel Fintech Expansion
Acrisure has raised $2.1 billion through new convertible senior preferred stock, led by Bain Capita...Read more
LPL Financial Welcomes Women-Led West Texas Investments
LPL Financial has welcomed West Texas Investments, a women-led advisory team based in Lubbock, TX, ...Read more
CFP Board Launches AI-Powered Exam Prep Platform
The Certified Financial Planner (CFP) Board has introduced CFP Exam Prep, an innovative AI-driven p...Read more
Hightower Invests in Lindbrook Capital, Expanding Wealth Management Reach
Hightower Advisors, a Chicago-based wealth management firm, announced its first strategic investmen...Read more
Addepar Raises $230M to Fuel Wealth Management Platform
Addepar, a New York-based global wealth management technology and data platform, has closed a $230 ...Read more
VisionPoint, Navitas Merge to Form $3.7B Advisory Firm
VisionPoint Advisory Group and Navitas Wealth Advisors have merged to create Balefire, a new adviso...Read more