HoyleCohen, a registered investment adviser based in San Diego, California, that is part of Focus Financial Partners, will acquire Stellar Capital Management, a Phoenix, Arizona-based RIA.
Terms of the transaction, which will close in the third quarter, were not disclosed.
HoyleCohen manages $1.9 billion in assets; Stellar Capital manages approximately $400 million in assets.
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
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.
