Tag: Advisory M&A News

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.

Osaic gains affiliates in California, Minnesota; Mercer Global Advisors acquires Family Wealth Planning Group; Aspen Standard Wealth acquires MG Financial;...

Marsh McLennan’s Mercer to acquire SECOR Asset Management; Creative Planning acquires Maxwell Wealth Strategies.

Arthur J. Gallagher & Co. acquires Agilis Partners LLC; Morningstar forms alliance with SS&C’s Black Diamond wealth platform; Tocqueville Asset...

Prime Capital Financial Expands in Southeast with Sugarloaf Wealth Management; CW Advisors Adds Two Boston-Area RIA Firms; Cetera Adds Teams...

Waverly Advisors acquires Dickinson Investment Advisors; Integrated Partners expands West Coast Footprint with addition of RetirementDNA; Concentric Wealth Management joins...

Mariner acquires Cardinal Investment Advisors; Northwestern Mutual and Sixth Street announce partnership; Mercer Advisors adds Edward Vance Investment Management; and...

Indivisible Partners launches as independent advisory firm; Voya Financial completes acquisition of OneAmerica Financial’s retirement plan business; Marsh McLennan Agency...

CAPTRUST adds Campbell Wealth Management and TruNorth Wealth Partners; MAP Retirement and Pension Plan Specialists announce merger.

DeVoe reports 2024 set a record for RIA deal activity; The Cerrado Group adds Tristar Pension Consulting as member firm;...

Modern Wealth adds $500 million in AUM with 3 acquisitions; Merit Financial Advisors merges with Trinity Financial Partners; Cetera welcomes...