Tag: Advisory M&A News

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;...

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...