RIAs & Financial Advisors
Lido Merges with $3B Pegasus Partners
Lido Advisors, LLC is joining forces with Pegasus Partners, a Mequon, WI-based registered investm...Read more
Hightower to Take Majority Stake in $1.66T NEPC
Hightower Holdings will purchase an 80% stake in NEPC, LLC, an investment consultant and outsourced...Read more
LPL Welcomes Octet of Florida Advisors
LPL Financial announced that a group of eight financial advisors from St. Petersburg, FL, have join...Read more
Allworth Buys $1.1B New Jersey RIA
Allworth Financial has acquired George McKelvey Company, a Manasquan, NJ–based practice owned by...Read more
CAIS Launches New Division for Advisors
CAIS, an alternative investment platform for independent financial advisors, announced the creation...Read more
Carson Group Acquires $1B Minnesota Wealth Manager
Carson Group announced its second largest deal to date with the addition of Sweet Financial Partner...Read more
Pathstone to Acquire $45B Hall Capital Partners
Pathstone, a private equity-backed partner-owned advisory firm, has agreed to acquire Hall Capital ...Read more
LPL Financial Adds Miami Advisor with $155M Book
LPL Financial LLC announced that advisor Ashton Medina has joined its broker-dealer and corporate R...Read more
Cerity Partners Buys $1B Indianapolis Wealth Manager
Cerity Partners is merging with SBC Wealth Management, a $1 billion Indianapolis-based wealth manag...Read more