Tag: Advisory M&A News

LPL Financial acquires Lakewood Wealth Management; 2 teams join OnePoint BFG; 2 Carson Group wealth advisers launch Heritage Financial; and...

Modern Wealth acquires AWA Wealth Management; Cerity Partners to acquire 3 firms;  Merit Financial Advisors taps $888M adviser team; and...

NFP acquires Moores Insurance Management; Horizon Wealth Management joins LPL; Apella Wealth welcomes Longview Financial Advisors; and more.

UBS hires 3 advisers in Bethesda office; Wealth Enhancement acquires Arbor Capital Management; Glenmede expands senior leadership team in 4 offices; and...

Midwest Financial Group becomes Osaic affiliate; Socha partners with Savant Wealth Management; Sequoia Financial acquires BSW Wealth Partners; and more.

Mercer Advisors acquires NorthAvenue Financial Advocates; LPL adds Conte Wealth Advisors; Carson Group adds 2 new advisers to independent channel;...

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;...