RIAs & Financial Advisors
Elevation Point Takes Minority Stake in $750M Stonebrook Private
Elevation Point has taken a minority stake in Stonebrook Private, a Northville, MI-based registered...Read more
Creative Planning Buys $460M Washington Practice
Creative Planning announced the acquisition of Krivoshein | McDaniels Financial, an RIA based in Wa...Read more
Mariner Acquires Over $1B in Assets in Triple Deal
Mariner announced the acquisition of Cassady Schiller Wealth, Jenkins Wealth, and Triton Financial ...Read more
LPL Adds $430M FA Duo from Ray Jay
LPL Financial LLC has added a pair of former Raymond James Financial Services advisors who manage $...Read more
Wealth Enhancement Adds Over $1B in Assets with Oregon, Maine RIA Acquisitions
Wealth Enhancement Group has boosted its total client assets to more than $103.2 billion with the a...Read more
Corient Acquires $10.4B Geller Multifamily Office
Corient, a wealth advisor and subsidiary of Toronto-based CI Financial Corp., has acquired Gell...Read more
CAPTRUST Grows in Houston with Addition of $300M Wealth Covenant Group
CAPTRUST Financial Advisors announced that Wealth Covenant Group (WCG), a Houston-based financial a...Read more
Nominate The Year’s Next Gen Rising Stars in Wealth Management
With $84 trillion in wealth set to change hands over the next 20 to 25 years, engaging the next gen...Read more
Merrill Rolls Out New Unit to Focus on UHNW Clients
Merrill Lynch Wealth Management has unveiled a division that provides wealth and investing solution...Read more