Succession Planning/Advisor M&A

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Wealth Enhancement, Mercer Busiest RIA Dealmakers In 2023, Report Says

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Deal activity among advisor firms remains robust, Echelon's annual report says.

Private Advisor Group Adds Troy, Mich. Advisor

by FA Staff

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

Four Advisors Leave Merrill To Set Up Alabama Firm

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The founders of Steadmont Advisors might end up with much of their former firm's $437 million assets under management.

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

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.

RBC Sees Limited Opportunities For U.S. Deals In Short Term

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Royal Bank of Canada wants to add to U.S. business with wealth-management and banking deals.

Mercer Advisors Buys $275M AUM Iowa Firm

by FA Staff

River Glen Wealth Counselors in West Des Moines is operated by Matt Busick and Randy Von Fumetti.

3 Firms With $2.1B AUM Combine To Found Diversify Wealth Management

by FA Staff

Its first three acquisitions each have unique specialties to bring to Diversify Wealth Management.

MAI Capital Acquires $1.4B Madison Wealth Management

by FA Staff

The Cincinnati firm builds out MAI Capital's Ohio and Northern Virginia presence.

What To Do About Financial Advisors In Cognitive Decline

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Most firms are unprepared for the potential mental deterioration of their key professionals.

North Carolina Team With $610M In Client Assets Joins RBC

by FA Staff

The Cypress Group, a trio of advisors, was formerly with Truist.

Half Of RIAs Are Dissatisfied With Their M&A Deals

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According to a survey of advisors who sold or joined their RIA firms within the past 10 years, half are dissatisfied.

Kestra PWS Adds First Oklahoma Location

by FA Staff

Buffalo Capital Management is led by Will Gungoll, who previously spent 16 years as an advisor at Edward Jones.

Waverly Advisors Adds $1.5B StrategIQ Financial Group

by FA Staff

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

LPL Lures PNC Advisor In Indiana

by FA Staff

Zach Fiandt serviced some $260 million in assets and focused on high-net-worth clientele.

Dakota Wealth To Acquire Minn. RIA With $400M AUM

by FA Staff

The addition of Ledge Wealth Management will give Dakota about $4.9 billion in client assets under management.

Savant Enters Florida Market With Deal To Acquire FirstWave

by FA Staff

The Satellite Beach, Fla., firm has $440 million in AUM.

N.Y. Advisor Team With $200 AUM Joins LPL

by FA Staff

Mark Hills and Uri "Chip" Doolittle V of Manilius, N.Y., were previously with Osaic.

$100M AUM N.C. Advisor Joins Raymond James From Edward Jones

by FA Staff

Advisor Sheridan O'Connor and office manager Sarah Richardson operate as the O'Connor Wealth Group of Durham, N.C.

Two Pa. Advisors Join LPL From Ameriprise

by FA Staff

Best Wealth Management's Matthew Best and Michael Moore served $130 million in assets.

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