Merger of two operating companies positions the Atlanta-based RIA for its next phase of continued rapid growth.
The independent wealth giant's latest move in New England gives it an additional $4.1 billion in assets along with a "highly credentialed and experienced team."
Wall Street may not be expecting an S&P 500 "three-peat" victory in 2025, but that does not mean they are not bullish.
The private-equity backed wealth giant is adding two new locations in the Midwest, as well as considerable capabilities for its institutional business.
The latest additions, a CPA practice and its sister RIA, boosts Coldstream's to $11.1 billion in advised assets while bolstering its tax capabilities.
Founder and CEO hails industry-beating growth record, sealed by final four advisor additions, as proof of tech-empowered RIA's "belief in the value of human financial advice."
“2024 was a good year for industry, and this year feels like we’re being shot out of a cannon,” one senior brokerage executive said.
Kowal Investment Group represents the private equity-backed aggregator's 10th new RIA affiliate in two years.
The $50 billion RIA network's latest affiliate joins its international ultra-high-net-worth group with $700 million in assets.
With roots going back more than 130 years, the privately held hybrid RIA based in Missouri is looking forward to continued independence.
The leading RIA's latest move in Cedar Rapids extends longstanding partnership while supporting veteran leader's longer-term succession planning.
The PE-backed RIA's inaugural deal in Michigan also vaults it past a key asset milestone.
“Could he eventually convince more B. Riley advisors to move elsewhere?” one executive asked.
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.
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 independent platform giant's newest executive hire comes with nearly two decades of experience in advisor support, onboarding, and operations roles.
The RIA giant is making cross-border clients a priority as the Canada-based firm officially becomes its latest wealth hub.
2024 saw substantial turnover at the top of the financial advice industry; at least half-a-dozen CEOs were replaced or announced they were leaving
