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Succession Planning/Advisor M&A

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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.

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.

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.

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.

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

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