Christopher Robbins

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MAI Adds $144M Cincinnati Team

by FA Staff

WaterStone Investment Council became MAI's 35th acquisition since 2018.

Cetera Stakes $2.8B AUA OSJ Wilde Wealth

by FA Staff

Wilde Wealth, based in Scottsdale, Ariz., has more than 42 advisors working from nine Southwest U.S. locations.

Florida Advisor With $100M AUM Joins Ameriprise Bank Channel

by FA Staff

Roberto Vargas joined Centennial Financial Services from J.P. Morgan Securities.

Atria Adds $420M AUM Arizona-Based Paragon Financial Group

by FA Staff

Paragon was most recently affiliated with Woodbury Financial Services.

Constellation Wealth Takes Minority Stake In RIA Perigon Wealth

by FA Staff

Perigon, based in San Francisco, has $6.5 billion in assets under management.

Private Advisor Group Adds Troy, Mich. Advisor

by FA Staff

Led by Robert Drake, Drake Financial Services manages approximately $100 million in client assets.

Kestra PWS Adds $134M South Georgia Team

by FA Staff

Waycross, Ga.-based BYRT Financial Advisors, led by managing partner Matthew Tuten, joins Kestra from Avantax

Matt Boersen Becomes Youngest-Ever CFP Board Chair

by FA Staff

Boersen, 35, is managing partner for Straight Path Wealth Management in Michigan.

Cambridge Launches $1.1B AUA Independent RIA Platform BridgePort

by FA Staff

Advisors can transfer majority or minority ownership stakes in their businesses to the new firm.

Waverly Advisors Adds $1.5B StrategIQ Financial Group

by FA Staff

StrategIQ, headquartered in Merrillville, Ind., has offices in the greater Chicago area.

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