Tag: Advisory M&A News

O’Reilly LLC joins Osaic affiliate; Wealth Enhancement acquires Weinand Financial; and Equitable Advisors adds 2 advisers with $110 million in...

Merit Financial Advisors acquires $900M firm; Cetera adds $240M former Commonwealth advisers; Prudential Advisors taps Ameriprise adviser; and more.

Blue Barn Wealth, Paragon Private Wealth partner with Savvy; Aspen Standard Wealth acquires Denver Private Wealth Management; WestKai Private Wealth...

Pearce Financial adds $143M to Osaic; Investcorp invests in Berger Financial Group; Waverly Advisors acquires InVista Advisors; and more. 

Sweet Life Financial Planning joins RFG Advisory; LPL Financial taps 2 new advisers; OneDigital adds Rosenthal Wealth Management Group; and...

LPL Financial adds Buell Wealth Management; NFP acquires Total Benefits Advisors; RISR partners with OnePoint BFG Wealth Partners; and more.

Principal acquires benefits company; LPL Financial hires 2 advisers in separate transactions; Retirement and Wealth at Alliant buys Retirement Solution...

Savant Wealth Management acquires Richard Brothers Financial Advisors; Wealth Enhancement buys Shufro-Glass Group; Osaic adds $575M advisory team; and more.

Chocorua Wealth Management launches under Osaic Wealth; LPL Financial buys Tribute Financial; Maridea Wealth Management acquires Ashford Investment Advisors; and...

LPL Financial’s broker/dealer, RIA platform adds 4 ; Modera Wealth Management acquires Northstar Financial Planners; Holistic Planning taps Altruist as...

MAI acquires Saybrook Wealth ahead of Carlyle sale; LPL taps adviser to launch Allegia Wealth Management; Mariner plans to buy...

Wellington Management acquires Hartford Funds; Prime Capital Financial taps Access Capital; Bluespring Wealth launches RIA; and more.

LPL acquires Soundview Wealth Management, Emerald Wealth Management; Moneco Advisors taps 3 advisory teams; Cetera adds former Commonwealth adviser; and...

Bluespring Wealth acquires Synthesis Wealth Planning; LPL Financial adds Cebert Wealth Advisors; Prairie Wealth Advisors forms RIA with McEwen Group;...

Corient acquires Capital Advisors; Wealthspire’s Ground Control Business Management buys RSL; Integrated Partners adds City Square Wealth Management; and more. 

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;...