Strategic Capital Advisers Inc., a Denver-based registered investment adviser, is joining Focus Financial partner firm Transform Wealth, which is also based in Denver.
The deal is expected to close in the second half.
Strategic Capital was founded in 1994 and has more than $700 million in assets under management. It provides fee-only advice to individual and institutions, including retirement plans.
"This partnership will enable us to leverage Transform Wealth's resources, intellectual expertise and deep bench of talent to enhance our strengths and continue to deliver highly personalized client service for many years to come,” John Hancock, president of SCA, said in a statement.
This will be Focus Focus’s 14th transaction this year, CEO Rudy Adolf said in the statement.
Looking to refine your strategy for investing in stocks in the US market? Discover expert insights, key trends, and risk management techniques to maximize your returns
The RIA led by Merrill Lynch veteran John Thiel is helping its advisors take part in the growing trend toward fee-based annuities.
Driven by robust transaction activity amid market turbulence and increased focus on billion-dollar plus targets, Echelon Partners expects another all-time high in 2025.
The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.
The fintech firms' new tools and integrations address pain points in overseeing investment lineups, account monitoring, and more.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
