RIAs & Financial Advisors
Carnegie Investment Counsel Buys $1.3B Connecticut RIA
Carnegie Investment Counsel, a $5 billion Ohio-based registered investment advisor, has acquired Ea...Read more
$287M NY Advisory Group Moves to Cetera
Cetera Financial Group announced the addition of Corporate Plans Retirement Strategies LLC, an advi...Read more
Prime Capital Partners with $1B Georgia Advisory Firm
Prime Capital Financial has merged with Sugarloaf Wealth Management, a Duluth, GA-based advisory fi...Read more
Hightower CEO Bob Oros to Step Down
Hightower Advisors has announced that Larry Restieri will become its next CEO and a member of the B...Read more
Wealth Enhancement Acquires $618M Advisory Team
Wealth Enhancement has acquired the Capstone Team from Capstone Wealth Advisors, LLC, a $618 millio...Read more
Corient Acquires UHNW Pittsburgh-Based RIA with $600M in AUM
Corient, a wealth advisor and subsidiary of Toronto-based CI Financial Corp., has expanded its foot...Read more
Mercer Advisors Snaps Up $660M Nashville-Area RIA
Mercer Advisors is continuing its run of M&A transactions by expanding in Nashville with the ac...Read more
$600M Ex-Osaic Team Jumps to LPL
LPL Financial LLC continues its strong momentum of recruiting former Osaic advisors with the additi...Read more
24% of FAs Say Most Clients Own Digital Assets: Report
Nearly one quarter (24%) of financial advisors report that more than half their clients now own dig...Read more