Displaying 129 results
Wealth Enhancement Group gets another foothold in Texas
The national independent’s growth continues in the Lone Star State with a $254M RIA led by an experienced advisor duo.
EP Wealth scoops $700M Texas practice
The fast-growing RIA boosts its assets in the state past $1B as it welcomes a 23-year planning and investment veteran as its new regional director.
Commonwealth swipes $300M planning team from Osaic
Severing a 22-year-old affiliation, the advisory firm with a comprehensive planning focus will serve as an OSJ at the IBD and RIA giant.
Allworth extends California footprint with Del Monte Group deal
The national RIA’s latest acquisition adds another $220M to its roughly $22B wealth enterprise.
Wealth Enhancement Group snaps up $219M East Coast RIA
With locations in New Jersey and Florida, the fee-only firm takes a science-backed approach to create personalized portfolios for clients.
Kestra adds $400M firm to expand New York presence
The independent wealth giant is getting another foothold in the Empire State with high-net-worth practice led by two dedicated advisors.
M&A on a tear, and women advisors going solo, IN study shows
Valuations are up to 10 times EBITDA, and women are most highly represented in the industry in solo firms, the data show.
Marketing tech titan Yext strikes deal for Hearsay
The $125M transaction will bring the fintech firm’s expertise in regulated and AI-supported communications to a broader complex of industries.
Arax beefs up multi-partner platform with $1.7B high-net-worth RIA
Headquartered in Colorado, the wealth management giant’s new addition is headed by an advisor duo with more than 40 years of collective experience.
Lenox Advisors expands to mid-Atlantic market with $800M Maryland practice
Focused on wealth and benefits planning for medical professionals, the NFP affiliate’s latest acquisition vaults it past the $3.5B mark.
Cresset unveils deal for 130-year-old family office Connable
The deal in Michigan forms a new combined entity managing $52B in assets for high-net-worth and ultra-high-net-worth clients.
The Retirement Planning Group says aloha to Lee Financial Group Hawaii
Cetera’s employee-based RIA’s second acquisition in 2024 brings six new employees and roughly $225M in AUM.
Allworth extends growth push with storied California firm
The $1B practice, founded in 1965, extends the national RIA's footprint to 42 office locations and roughly $22B in client assets.
Beacon Pointe boosts Pacific Northwest presence with $775M RIA
The firm is doubling down on Seattle’s high-net-worth market by welcoming a veteran-led team with a focus on physicians.
Wealth Enhancement Group swipes $658M team from Raymond James
The independent RIA marks the firm’s sixth deal for 2024, and its first incursion into the state of Michigan.
Arete Wealth strikes deal for California-based Portsmouth Financial Services
The leading broker-dealer and RIA is adding over $800M in AUM along with a new San Francisco branch office.
Wealth Enhancement Group scores $1.22B Texas RIA
The national independent’s latest acquisition, led by a three-decade industry veteran, marks its fifth deal for 2024.
Miami advisors fight over book of business
'Handshake' deal goes wrong for two south Florida advisors.
Waverly snaps up $310M advisory firm in Georgia
The deal gives the growth-focused RIA’s 20th location in the US, and its 14th transaction since receiving a significant equity investment.
Modern Wealth marks first anniversary with twin acquisitions
The RIA aggregator caps off its first year of strategic growth by snapping up two East Coast firms worth more than $570M in assets combined.
