The five-member advisory team has launched Wealthstead Financial Advisors.
Schmidt Wealth Advisors of Raymond James operates in Fort Wayne.
Krueger Financial Services, a nine-member team, will operate in Tempe, Ariz.
The deals come amid the firm's record growth to $500 billion in AUM in the second quarter.
Wealth Enhancement Group once again led the industry with seven acquisitions in the first half of the year.
Bearing Point Capital was previously Morgan Stanley's first private wealth team in Minnesota.
Karpas Strategies is the sixth acquisition for Sequoia since 2023. The firm has $19.3 billion in AUM.
The acquisition of Ratio Wealth Group is its fourth this year.
The deals add 450 clients to Putnam's roster.
Janney oversees over $150 billion in assets under administration and has more than 900 advisors.
Monumental Financial Planning of Washington, D.C., is headed by John Cortale.
The pace of deals this year is on track to exceed 2023's total, a new report says.
It's the third acquisition in the past nine months for the firm formerly known as Pensionmark Financial Group.
David Callot, a 32-year veteran of Merrill Lynch, operates the Callot Wealth Management Group in Paramus, N.J.
A growing number are finding that pickleball saves them time and money.
Savvy acquirers are learning to value the long-term profitability of client relationships.
More growth in our industry means having some accountability.
It's the third acquisition announced by the Minneapolis giant this month.
BlackRock, Fidelity, Franklin Templeton and State Street have all agreed to invest in the transaction.