The national independent wealth firm has acquired a $272M planning team in Farmington, pushing its client assets past $85.7B.
Quarterly index research reveals heightened worries over inflation, politics, and market turbulence in the next 12 months.
The veteran-founded firm officially launches its “Bridge Builder to Independence” model with the arrival of a former $275 million wirehouse advisor.
The RIA aggregator’s ninth acquisition in 14 months also represents its first foray into the South as it gains a foothold in Tennessee.
The national RIA has officially exceeded $6B in advisory assets while gaining its first foothold in Oregon.
After two years of supercharged growth, the RIA aggregator is refreshing its brand to entice more independent wealth practices.
The firm’s family office division has expanded its presence in the East Coast as it welcomes a veteran ultra-high-net-worth advisor in Boston.
"You're literally marrying another entity that you may not have married from the beginning," says CEO of Procyon Partners.
CEO of LVW Advisors unpacks how the upcoming wealth transfer among women and fintech will play a huge role in the industry's future.
The national independent’s growth continues in the Lone Star State with a $254M RIA led by an experienced advisor duo.
Focus Financial firm is preparing for another major tie-up.
"Nobody knows what’s happening internally in these pooled funds at the retail level," said one plaintiff's attorney.
The practice works with investors at some big-name organizations.
It's the next step on a journey from cleaning business owner to wealth advisor.
Dallas-based team of four attracted by RIA's portfolio management credentials.
The independent RIA unveils leadership additions, including its first-ever chief technology officer, in a redoubled commitment to attract top talent.
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.
The venture co-founded with Mark Penske, which will take strategic stakes in independent partner firms, is starting strong with a deal to snap up a $3.4B OCIO.
New York-based firm offers services for high-net-worth investors.
The independent RIA is helping more employers offer retirement benefits with cost-effective 401(k) and PEP plan options.
