RIAs & Financial Advisors
Wealth Enhancement Buys $760M New York Firm
Wealth Enhancement will be acquiring a New York-based wealth management firm, which manag...Read more
Fenchurch, Broadhaven Merge to Create Global Financial Services Firm
Fenchurch Advisory Partners and Broadhaven Capital Partners have merged to create an international ...Read more
FusionIQ Acquires Marstone to Expand AI Wealthtech Ecosystem
FusionIQ has completed its acquisition of Marstone, creating a broader wealth technology platform t...Read more
Financial Advisor Paychecks Climb in Most States
Financial advisors saw income growth across much of the country in 2025, with Oregon emerging as th...Read more
$180M Wealth Firm Joins GCG Advisory Partners in Tennessee
Charlotte, NC-based GCG Advisory Partners has added a Tennessee-based advisory ...Read more
Waverly Purchases $3B Pennsylvania with Focus on Tax Solutions
Waverly Advisors has acquired the equity of a Pennsylvania-based trust firm, as the ...Read more
Sanctuary Wealth Adds $350M FA to Launch Independent Wealth Firm
Sanctuary Wealth has added a former Morgan Stanley wealth advisor who over...Read more
Bluespring Wealth Acquires $450M Element Wealth Advisors
Bluespring Wealth has expanded its national advisory network with the acquisition of Element Wealth...Read more
DayMark Closes $25M Opto-Backed Private Markets Fund
DayMark Wealth Partners has completed the $25 million final close of its inaugural private markets ...Read more