The PE-backed RIA's inaugural deal in Michigan also vaults it past a key asset milestone.
The strategic alliance will see $13 billion of assets deployed by the alternatives giant into the growing universe of asset-backed lending.
Acquisition of veteran-led practice gives the national RIA with $11.84 billion in assets its fourth office location in Pennsylvania.
The top-ranked RIA firm is simultaneously growing its reach in Oregon and Georgia by welcoming three separate advisory practices.
The $30 billion firm's latest acquisition adds a new location in Arkansas along with roughly $317 million in additional client assets.
Citi Wealth unveils new role for fiduciary investment just as JPMorgan's asset management arm welcomes experts to boost retirement business.
The broker-dealer giants are extending their respective networks in California and Alabama as they each welcome an experienced planning-focused advisor into the fold.
With a specialist focus in the private credit space, the Chicago-based firm's latest acquisition marks the latest expansion of its alts platform for institutional investors and high-net-worth clients.
The Atlanta-based firm is raising its appeal to the affluent with a newly created position within its family office and ultra-high-net-worth division.
The financial services giant is expanding its investment banking business by snapping up a specialist firm catering to the middle market.
