RIAs & Financial Advisors
Kestra PWS Adds Father-Son Duo to Platform
Kestra Private Wealth Services (Kestra PWS), a registered investment advisor subsidiary of Kestra F...Read more
RIA M&A Set to Break Records in 2025, Echelon Reports
Echelon Partners, a boutique investment bank focused on wealth and investment management, reported ...Read more
DayMark Wealth Partners Bolsters Team with $200 Million Advisory Group
DayMark Wealth Partners has expanded its advisory capabilities by welcoming a $200 million team led...Read more
Manulife Wealth Launches UMA Program for Streamlined Investing
Manulife Wealth Inc., part of Manulife Wealth & Asset Management, has rolled out the Apex Unifi...Read more
Luma Financial Secures $63M Series C Funding Led by Sixth Street Growth
Luma Financial Technologies, a Cincinnati-based fintech firm specializing in structured products an...Read more
EP Wealth Acquires $385M Kentucky RIA AlphaMark Advisors
EP Wealth Advisors, LLC, a Torrance, CA-based fee-only registered investment adviser managing over ...Read more
Pure Financial Advisors Acquires $900M RIA, Boosts Midwest Presence
Pure Financial Advisors, LLC, a fee-only registered investment advisor backed by private equity fir...Read more
Charles Schwab Invests in Wealth.com to Bolster Estate Planning Solutions
Charles Schwab announced a minority investment in Wealth.com, an estate planning platform. This mov...Read more
Creative Planning Buys $1B West Coast Advisory Firm
Creative Planning has acquired Monterey Private Wealth, a Monterey, CA-based advisory firm that man...Read more