Succession Planning/Advisor M&A

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$2B AUM California Firm Joins OneDigital RIA Subsidiary

by FA Staff

WealthSource Partners in San Luis Obispo, Calif., is a hybrid RIA operating across nine states.

Bluespring Buys $500M AUM Family-Run Va. RIA

by FA Staff

In a released statement, Hughes Financial Services claims to have doubled in size over the past four years.

Kestra Firms On Opposite Coasts Merge

by FA Staff

Evoke Wealth Management and Maven Bridge Capital have formed one company that operates out of New Jersey and California.

Wealth Enhancement Led RIA Dealmakers In 2023, DeVoe Says

by FA Staff

Mergers and acquisitions slowed for the first time in a decade, as RIAs edged out consolidators as acquirers.

Sanctuary CEO Envisions Tripling AUM In Five Years

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A year after taking the helm at Sanctuary, industry veteran Adam Malamed sees a "huge opportunity" for growth.

Larry Roth To Head New Realta Wealth Advisory Board

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Roth is a managing partner at RLR Strategic Partners in New York City.

RIAs Lead The Industry In Headcount, Asset Growth, Cerulli Says

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The firm's 2023 report on U.S. advisors also found headcount at wirehouses and independent B-Ds shrank.

Acquisitions And Consolidations In Consulting Create Landmines

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One of the most prominent landmines in consulting acquisitions is the clash of organizational cultures.

Dallas-Based True North Advisors Corrals Two Equity Partners

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The $3.3B advisory wins both equity and on-going M&A support in Wealth Partners and HGGC.

Florida Advisor With $100M AUM Joins Ameriprise Bank Channel

by FA Staff

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

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.

MAI Adds $144M Cincinnati Team

by FA Staff

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

Family-Run Advisor Team With $615M AUM Exits Raymond James For LPL

by FA Staff

Maier & Associates Financial Group of Bay City, Mich., was founded in 1984.

MAI Capital Buys $549M AUM Calif. Firm

by FA Staff

Traverso Chambers Private Wealth Management is the third acquisition this year for Cleveland-based MAI Capital.

Miracle Mile Advisors Adds Seattle Office

by FA Staff

The addition is part of an aggressive growth plan, the Los Angeles-based firm said.

CAPTRUST Acquires RIA In Texas With $770M AUM Firm

by FA Staff

Engrave Wealth Partners is the fourth acquisition in the state for the Raleigh, N.C.-based CAPTRUST.

Constellation Invests In $19.1B Lido Advisors

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This is the second California deal announced this week for Constellation Wealth.

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

by FA Staff

Paragon was most recently affiliated with Woodbury Financial Services.

Succession Planning In The New Year

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A good succession plan can help make your practice a better business.

JPMorgan To Hire This Year Amid Wealth, Dealmaking Revival

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Bucking the trend, the firm wants to add head count.

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