The firm, which currently has 85 teams, is focusing on growth in places that have seen influx of wealthy residents in recent years, such as Charlotte, North Carolina, and Austin, Texas.
The pair have opened Marble Wealth in Montgomery, Alabama, and have been joined by Adam Rogers, previously a portfolio manager at Retirement Systems of Alabama.
Carson Wealth's Jason Juhl is tapping his retired clients to mentor those clients moving toward the 'next chapter.'
Startup Fidelis Capital has offices in Tampa and Dallas; the bankers advised on almost $6 billion in AUM at their former firms.
As more advisory firms go fee-only and as RIAs grow, InvestmentNews Research has come up with a list of the biggest fee-only firms.
As M&A fuels growth among registered investment advisers, here’s a ranking of the fee-only firms that are growing the quickest.
L.J. Jones found his niche by observing the challenges faced by his wife and her law school classmates.
Personal Wealth Partners managed $631 million from two offices. The new locations in Minnesota and Wisconsin brings the total number of Credent Wealth Management offices to six.
The Canadian firm expects to file the registration for an initial public offering of a portion of its US wealth management business during the fourth quarter.
HC Financial Advisors, which was founded in 1986, is based in Lafayette, California.
Fledgling ETF provider Strive Asset Management hopes to compete with BlackRock, Vanguard and State Street for proxy voting power.
Advisers charging fees based on client assets are feeling a rare pinch of lower income against the backdrop of inflation. Now would be a good time to make that clear.
How much in assets do advisers oversee at the biggest registered investment advisory firms? Here are the top 10 firms ranked by the average adviser assets.
WealthPlan Advisors, based in Scottsdale, Arizona, provides retirement plan and investing consulting services to nearly 600 clients.
The company has already completed 14 deals this year and has an “excellent” pipeline that includes a mix of new partners and merger opportunities, said Focus Financial founder and CEO Rudy Adolf.
The life insurance and wealth management company is making its second acquisition in a week by picking up advisory firm Gladstone.
MGO Investment Advisors joins with One Seven; Merchant Investment takes a minority stake in the new firm.
Volatile markets may be holding recruiting activity back from its breakneck pre-pandemic pace but mergers and acquisitions have more than rebounded from the 2020 low.
Boston-based Edelman gets its second deal under its belt and says it's settling in to become a more aggressive buyer of RIAs.
Dozens of transactions are still being completed every month despite the markets' slide, but they're being structured differently.
