Tag: Advisory M&A News

Mercer Global Advisors closes 2 acquisitions, adds $905M in client assets; Genesis Wealth adds 2 advisers with $650M in client...

Wealth Enhancement will acquire Aegis Financial and Dent Wealth Advisors; and United Capital Financial Advisors acquires Groebl Brothers.

Mike Goss will serve as both chief revenue officer of Wealthspire and president of Wealthspire Institutional.

Osaic acquires $1.1B Veater Financial Group; Wealth Enhancement Group buys $476M hybrid RIA; Mercer Advisors expands in Idaho with McConnell...

Creative Planning acquires Marshall Financial Group; Prudential Advisors welcomes Raymond James adviser team; South Carolina firm joins Osaic; and more.

Creative Planning adds Burt Wealth Advisors; Sequoia Financial Group expands in California with Sterling Financial Group; Waverly Advisors buys business...

Wells Fargo adviser team joins Ameriprise Financial; 2 Chicago advisers join Cetera Financial; Cetera acquires 2 former LPL advisers; and...

LPL Financial takes minority ownership of Private Advisor Group; Beacon Pointe acquires Hemington Wealth Management; Mai acquires Court Place Advisors;...

Wealthspire to acquire RoundAngle Advisors; OneDigital acquires Signature Wealth Management Group; Arete Wealth partners with Pontera; and more.

Alerus Financial expands relationship with Osaic’s institutional channel; Bluespring Wealth Partners acquires Signature Wealth; Mai Capital Management acquires Evoke Advisors;...

Keaton & Sams enters partnership with Concurrent; Ascend joins Kestra Private Wealth Services’ platform; Gallagher Financial and Legacy Investments become...

Creative Planning acquires Financial Abundance; AlphaCore acquires SPC Financial; Prime Capital Financial adds tax advisory services; and more.

NorthRock acquires WGG Wealth Partners; Cetera’s network gains Pillar and a Commonwealth adviser; Beacon Pointe acquires Sensible Financial Planning; and...

Mercer Advisors acquires Singer Burke; King Financial Network joins Cetera’s Summit Financial Networks; BIP Wealth acquires Prehmus Financial; and more.

RFG Advisory appoints Ed Swenson as president; former Personal Capital CEO Bill Harris launches RIA; Mid Penn Bancorp acquires Cumberland...

OneDigital gets strategic investment from Stone Point Capital and CPP Investments; Mai Capital Management acquires J.W. Coons Advisors; Uniting Wealth...

Cetera forms partnership with Alma Bank; Waverly Advisors acquires Brass Tax Wealth Management; Moneta forms partnership with Lane Hipple; and...

Former Merrill and Hightower advisers create an independent advisory firm in Connecticut; United Capital Financial Advisors acquires The Paul Group;...

Wealthspire Advisors acquires Marin Financial Advisors; EP Wealth acquires Better Money Decisions; E.A. Buck Financial Services acquires Achieve Retirement; and...

RWA Wealth acquires Moirai Wealth Management; NFP acquires Pilot Benefits Group; Sanctuary Wealth partners with UBS breakaway firm; and more.