Advisor Group, one of the nation's largest networks of independent wealth management firms, has added three independent practices to its network with a total of $498 million in client assets, the firm announced Tuesday.
The three practices are joining Advisor Group through its subsidiary and network member firm SagePoint Financial and through one of SagePoint’s fastest-growing hybrid RIAs, Las Vegas-based The AmeriFlex Group.
Sage/Point added the following three practices:
• CURO Financial, a La Jolla, Calif.-based practice with $169 million in client assets that is led by founder and President James Lingelbach, and also includes financial planner Ciano Villaquiran. CURO was previously with MML Investor Services.
• Pajak Financial Services, which is a solo wealth management practice led by financial advisor Laura Harger Pajak that is based in Sacramento, Calif. and oversees $200 million in total client assets. Pajak was previously with LPL Financial.
• Peak Financial Solutions, which is a solo practice led by CEO Michael Keeler that is based in Las Vegas with $129 million in assets. Peak Financial was previously with Cetera Financial.
All three are hybrid practices that have affiliated as registered representatives of SagePoint and as investment advisory representatives of The AmeriFlex Group.
Advisor Group serves about 10,100 financial professionals and oversees over $475 billion in client assets.