Tag: Advisory M&A News

Apollon Wealth Management partners with $650M Senglaub Financial; Mercer Advisors acquires Eagleson Arndt Financial Advisors; $1.5B Gateway Investments transitions to...

Modern Wealth Management acquires Brown and Co.; $800M breakaway Merrill Lynch team launches Soteris Private Wealth; Wealthspire’s Fiducient Advisors to buy Sellwood Investment Partners: and more. 

Gunderson Capital Management joins GCG Advisory Partners platform; $110M advisory team joins Ameriprise Financial; Simplicity Group buys CPS Horizon Financial...

Prudential Advisors adds 2 advisers with $300M; Merit Financial Advisors acquires Strategic Retirement Plans; Integrity adds Perspective Wealth Planning to...

Plancorp adds $1B in first major acquisition; Five Star Wealth joins LPL Financial; Creative Planning grows internationally with Maseco acquisition;...

Moss Adams Wealth Advisors goes independent, rebrands; LPL adds Gibson Financial Group to Linsco; Beacon Pointe Advisors expands with 2...

Victory Capital offers more money to acquire Janus Henderson; Waverly Advisors acquires McBride Financial Advisors; Summit Financial partners with $1.2B RIA; and more. 

Wealth Enhancement acquires $1.2B adviser team; Summitry buys $721M RIA; NewEdge Advisors surpasses $14B with Stonegate Partnership; and more.

Osaic adds $325M women-led team; Aspen Standard buys $1B BlueSky Wealth Advisors; Beddow Capital Management joins First Manhattan; and more.

CAPTRUST adds Tampa adviser team; OneDigital acquires Derse Morgan Financial Advisors; Osaic Channel welcomes $1.2 billion Bard Financial Services; and...

MAI Capital Management acquires Loc Investment Advisers; First Northern Advisors acquires Beacon Wealth Strategies; Fiduciary Services Group acquires Future Planning...

Osaic Affiliates With 2 Firms From LPL Financial; CAPTRUST acquires Alpha Cubed Investments; Bluespring Wealth Partners adds $2.3B with New...

CAPTRUST grows in Kansas City with Meritage Portfolio Management acquisition; Cetera strengthens RIA platform with Plains Wealth Management; Merit Financial...

Cetera acquires $1.9B Louisiana firm; Bluespring Wealth Partners, Coghill Investment Strategies announce partnership; Mission Wealth merges with PBL Wealth Management;...

Prime Capital acquires Bradshaw Rogers Financial Partners; Modern Wealth adds $300M New York team; Choreo agrees to buy assets of...

Creative Planning makes first international RIA acquisition; $120M LPL Financial group joins Ameriprise; Cerity Partners adds Sol Capital Management; and...

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...