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Succession Planning/Advisor M&A

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Merit Buys ClearBridge In Atlanta Expansion

by FA Staff

The deal added $300 million in assets under management to the serial acquirer.

10 Traits Common To Successful Future RIAs

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Successful advisory firms will have to do these 10 things to thrive.

Larsen Wealth Launches With $104M In AUM

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The El Dorado Hills, Calif., firm will offer financial planning and portfolio management.

Mercer Buys Florida Firm With $495M AUM

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Paragon Wealth Strategies is the latest acquisition for the Denver-based consolidator.

Perigon Buys $275M AUM Wealth Advisors, Expanding Nevada Footprint

by FA Staff

Wealth Advisors, founded in 2023 by Paul Drolson, has joined Perigon, a $5.6 billion RIA.

Creative Planning Buys Delaware RIA With $600M AUM

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Daniels + Tansey of Wilmington is Creative's 10th acquisition this year.

$3B AUM California Firm Joins Commonwealth

by FA Staff

Mammini Company, previously with Lincoln Investment, primarily serves labor unions and retirement plan sponsors.

$170M AUM Advisor Joins Raymond James From Edward Jones

by FA Staff

Cole Wilson joins Stamford, Texas-based Raymond James Financial Services affiliate Decker Capital Partners.

Steward Partners Acquires $3.2B AUM Freedom Street Partners

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Freedom Street team will form a division that caters to advisors who seek to sell their practice.

Edelman Financial Engines Acquires $500M AUM Mass. Firm

by FA Staff

PRW Wealth Management marks the fifth transaction for Edelman Financial Engines in 13 months.

Raymond James Adds $260M Okim Wealth Management

by FA Staff

Kevin Okim and Deborah Okim joined Raymond James Financial Services (RJFS), the firm's independent advisor channel.

Young Investors Ditch Parents' Advisors And Opt For Their Own

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Fewer than one in five of affluent investors use their parents' advisors, according to Cerulli Associates.

Prospera Expands Succession Planning Programs

by FA Staff

The program offers options for exiting business or acquiring a firm.

Mariner Wealth Acquires $1.8B AUM Boston firm

by FA Staff

Baystate Wealth Management is the third location in Massachusetts for the Overland Park, Kansas-based firm.

Emigrant Partners Adds Three To Leadership In Expansion Bid

by FA Staff

Industry veterans Jason Ehrlich, Mark Bruno and Sam Grewal will focus on driving a new wave of growth for Emigrant.

Targeted Marketing, Team Approach Are Keys To Wealth Management Success, Bluespring Says

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Financial firms may not survive on referrals alone, said COO Angela Osborne.

LPL Adds Illinois-Based Ex-Wells Fargo Advisor Managing $230M

by FA Staff

Blake Mier, based in Bloomington, Ill., is joining LPL's broker-dealer, RIA and custodial platforms.

Hightower Makes Strategic Investment In $2.5B AUM Orlando RIA

by FA Staff

Resource Consulting Group, which was founded in 1988 by Mike Davis, has 30 employees.

Cambridge Adds LPL, United Capital Veteran As SVP Of Strategic Acquisitions

by FA Staff

Dee Morgan will be responsible for public and private company acquisitions at Cambridge.

Focus On Business Goals As M&A Slows, Schwab Says

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Firms that have not yet optimized their M&A strategy and approach to integration often face a steep learning curve.

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