Starting from scratch two years ago, the Canadian aggregator has amassed nearly $100 billion in U.S. RIA assets. Total assets globally are anticipated to reach $271 billion when all current pending deals close.
The Chicago aggregator will seal the deal with Clear Perspective Advisors by year end.
The Oak Brook-based Dashboard Wealth Advisors was founded in 2013 by Scott Schuster, who has known Creative Planning CEO Peter Mallouk since their grade school days.
The latest deal by the New York-based RIA aggregator follows a trend of firms wrapping up deals before year-end.
The industry is consolidating amid an explosion in mergers and acquisitions.
The threat of higher taxes in 2022 is giving RIAs another reason to make a deal before year-end, while the lingering Covid-19 pandemic is forcing financial advisers to focus on succession planning.
Colton Etherton admits he was nervous about carving out such a unique niche, but he now knows he made the right decision.
The addition of Bingham Osborn & Scarborough will push the New York-based aggregator to nearly $40 billion in total RIA assets.
The deal for Derby and Co., which is based in Newton, Massachusetts, is Colony's fifth acquisition this year.
With two deals pending, New York-based Wealthspire is approaching $17 billion in total RIA assets.
The woman-led management team retains a majority stake in the firm, while investor Abry Partners is exiting.
The Ohio-based advisory firm adds its second Buckeye State RIA this year with the purchase of NCA Financial Planners.
After acquiring 25 U.S. RIAs over the past 24 months, the Toronto-based aggregator is taking a minority stake in GLASfunds, a $1 billion alternative investments platform.
The deal expands Creative Planning’s presence in the retirement plan business by about $110 billion and gives it access to the large-plan segment of the 401(k) market.
Scottsdale-based RG Capital manages $176 million and serves approximately 300 clients, with a focus on dentists.
The new registered investment adviser unit, J.P. Morgan Personal Advisors, operates under the roof of J.P. Morgan Wealth Management and will launch broadly next year.
The Toronto-based mega buyer adds $7.5 billion Gofen and Glossberg, growing its U.S. RIA assets to $95 billion.
Petaluma-based Investment Architects and its affiliated RIA, Resource Investment Architects, manage $1.25 billion.
Kevin Campbell and Amy Owen are opening an office for Homrich Berg in Palm Beach Gardens, Florida.
A new compensation plan is among the changes the firm is preparing for advisers in 2022.
