RIAs & Financial Advisors
Modern Wealth Adds $500M in AUM with Trio of Deals
Modern Wealth Management, a private equity-backed registered investment advisor co-founded by forme...Read more
Concurrent Continues Growth Spree with Eight New Advisors
Concurrent Investment Advisors, LLC, a multi-custodial, hybrid registered investment advisor, has a...Read more
$280M Former Cetera FAs Join LPL Affiliate Good Life
Five advisors from three different practices with roughly $280 million in client assets have moved ...Read more
$550M Florida FA Team Focused on Frontline Workers Joins LPL
LPL Financial LLC has added Frontline Investment Advisors, aligned with existing firm GradePoint Fi...Read more
Kestra PWS Adds $427M Ohio Wealth Manager
Kestra Private Wealth Services (Kestra PWS), a hybrid registered investment advisor subsidiary of K...Read more
Dynasty Teams with Nasdaq Private Market
Dynasty Financial Partners and Nasdaq Private Market (NPM) have partnered to offer private company...Read more
Cresset Sells $150M Minority Stake to Constellation Wealth Capital
Cresset has secured a $150 million minority investment from Constellation Wealth Capital, the priva...Read more
Avantax Acquires SEP Financial Services
Avantax Inc. has acquired SEP Financial Services from veteran financial advisor Stephen E. Plain, w...Read more
UBS Boosts Miami Office with Four Wirehouse Advisors
UBS Private Wealth Management announced that AMD Wealth Partners has joined the Miami office. The t...Read more