RIAs & Financial Advisors
Nearly 80% of Advisors Expect to Increase Private Markets Allocations: Blackstone
The anticipated surge in private markets, driven by increasing demand from registered investment ad...Read more
Kestra PWS Adds $400M Campus Private Wealth
Kestra Private Wealth Services (Kestra PWS), a hybrid registered investment advisor subsidiary of K...Read more
Wealth Enhancement Acquires $82M Ohio RIA Shop
Wealth Enhancement has announced the acquisition of Danison & Associates, Inc., an independent ...Read more
LPL Welcomes $320M Father-Son Duo from Osaic
LPL Financial LLC announced that father-son financial advisors Bart and Alex Lewellyn have joined L...Read more
Merit Buys $739M Pennsylvania RIA
Merit Financial Advisors has acquired Zimmermann Investment Management & Planning, an advisory ...Read more
Mercer Adds Over $240M Through Acquisition, Onboarding
Mercer Global Advisors, Inc. has acquired Edward Vance Investment Management, a $41 million adviso...Read more
Sanctuary Wealth Recruits $700M International Firm
Sanctuary Wealth, a firm that provides financial advisors with an independent platform, has welcome...Read more
Wealth Enhancement Acquires $111M Boston RIA
Wealth Enhancement has acquired the Scribner Team, a Boston-based hybrid investment advisory firm t...Read more
OnPoint Credit Union Teams with FusionIQ to Expand Digital Investment Strategies
OnPoint Community Credit Union, the largest credit union in Oregon with over $9.4 billion in assets...Read more