Tag: Advisory M&A News

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...

Creative Planning acquires Marshall Financial Group; Prudential Advisors welcomes Raymond James adviser team; South Carolina firm joins Osaic; and more.

Creative Planning adds Burt Wealth Advisors; Sequoia Financial Group expands in California with Sterling Financial Group; Waverly Advisors buys business...

Wells Fargo adviser team joins Ameriprise Financial; 2 Chicago advisers join Cetera Financial; Cetera acquires 2 former LPL advisers; and...

LPL Financial takes minority ownership of Private Advisor Group; Beacon Pointe acquires Hemington Wealth Management; MAI acquires Court Place Advisors;...

Wealthspire to acquire RoundAngle Advisors; OneDigital acquires Signature Wealth Management Group; Arete Wealth partners with Pontera; and more.

Alerus Financial expands relationship with Osaic’s institutional channel; Bluespring Wealth Partners acquires Signature Wealth; MAI Capital Management acquires Evoke Advisors;...

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...