Most RIAs can boast impressive growth in AUM without much effort. Wafting along on the happy updraft of ever-rising markets, an RIA could merely tread water and watch the firm “grow” over the ...

Wealth Enhancement, an acquisitive Minneapolis-based RIA with $107 billion in client assets, has acquired XO Wealth Management, a Dallas-based independent RIA. XO Wealth was founded in 2016 and ...

Adero Partners was founded in 1999 with a focus on providing family CFO services to Silicon Valley clients under the original name Vista Wealth Management Group. The firm has since grown into a $3 ...

In 2025, hobbyists, investors and passion collectors appear as enthusiastic as ever to build expansive collections of high value collectible property. From coins to sports memorabilia to handbags ...

Prospera Financial Services picked up four advisors and $650 million in assets in California’s San Bernardino Valley and Berger Financial Group reached $2 billion and established a presence in ...

This year has already set new records for mergers and acquisitions activity in the registered investment advisor space, with 269 total transactions completed so far in 2024, according to data ...

Cresset Asset Management, the fast-growing wealth manager headquartered in Chicago, announced it has acquired Reston, Va.-based PagnatoKarp, a former Hightower firm with $2.3 billion in client ...

Corient, the rebranded U.S. wealth management business of CI Financial, announced plans to acquire H.M. Payson & Co., a Portland, Maine-based registered investment advisor with $7.9 billion in ...

Luke Winskowski, former head of Thrivent’s advice and wealth management division and Thrivent Advisor Network, has landed at 49 Financial, an Austin, Texas-headquartered hybrid registered ...

Santa Barbara, Calif.-based Mercer Advisors is merging with Houston-based Kanaly Trust to create an $8 billion registered investment advisory. The deal will add trust services to Mercer’s wealth ...

Hightower has announced its third deal in the last two weeks, this time investing in Bluerock Wealth Management, an Alpharetta, Ga.-based registered investment investor with $700 million in client ...

The Humphreys Group, a San Francisco-based registered investment advisor with about $280 million in client assets, has merged with Treehouse Wealth Advisors, a Walnut Creek, Calif.-based RIA with ...