Great Valley Advisor Group, a Paoli, Pennsylvania-based registered investment adviser managing $3 billion, has acquired U.S. Financial Advisors, a Braintree, Massachusetts-based RIA managing $725 million.
The USFA team is joining GVA and will maintain its branding.
[READ MORE: Robinhood is a top recruiter of advisers. Here's why]
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
Firm grows assets to $12.27 billion with latest deal.
Treasury secretary's deadline called 'aspirational' by John Thune.
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.
