Tag: Advisory M&A News

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...

Mariner completes acquisitions of Atlas Financial and Newport Advisory; Alera Group acquires Spike Risk Management; Mercer Advisors welcomes all-woman advisory...

Avantax welcomes independent financial adviser; Hexure and Luma expand partnership to offer integrated life insurance and annuity solutions; NorthStar Insurance...

Jared Copinga joins Prime Capital Financial; MAG Wealth Management acquires Ovation Wealth Advisors; Summit Financial secures $420M with 3 minority...

CAPTRUST adds Boston Financial Management; Mercer Advisors acquires Chapel & Collins, Waypoint Capital Advisors; Integrated Partners expands with Generation Capital...

Wealth Enhancement Group announces acquisition of M&R Capital Management; Kestra, Riverside welcome new adviser; Aspen Standard Wealth acquires $2.8 billion...

Kestra Financical adds Wealth Empowerment Financial Strategies; Hightower completes strategic investment in Financial Planning and Information Services; and adviser team...

Arthur J. Gallagher & Co. acquires Redington Ltd.; Hyperion Partners joins MAI Capital Management; Modern Wealth Management acquires RIA Petso...

Carson completes deal with Sweet Financial; Beacon Pointe Advisors adds Landmark Wealth Management; and Journey Strategic Wealth announces 2 acquisitions.

Allworth acquires $1.1B RIA; Robertson Stephens acquires CAFG Private Wealth; Cetera announces deal with Concourse Financial Group Securities.

Hub International acquires Creative Financial Strategies; Mercer Advisors adds two advisory groups; and UBS hires $400 million financial adviser team.

Commonwealth adds advisers at Aegis Consulting; Cerity Partners welcomes Touchdown Ventures; The Retirement Planning Group acquires Parrott Wealth Management; and...

True North Advisors announces acquisition of Clear Rock Advisors; Kestra Financial welcomes SZC Financial Planning & Management; Ty J. Young...

Savvy adds financial advisers Martino and Moore; Ty J. Young Wealth Management acquires Amatulli and Associates Financial Services; Carson Group...

Mesirow acquires Price Wealth Management; Wealth Enhancement Group acquires Levy Wealth Management Group; Hub International adds assets of Flexible Benefits...

Rise Growth Partners Announces first strategic investment in Bleakley Financial Group; Sanctuary welcomes $400 million North Carolina-based TOVA Wealth; DFA...

NewEdge Wealth grows RIA footprint; Summit Trail adds 10th advisory office to national network; Avantax brings on adviser with $60M...

Cetera’s TRPG acquires $180M advisory; Carson Group adds Texas-based advisory to network; Equita Financial adds 3 women-owned firms to advisory...

Bluespring Wealth Partners acquires $1.35B Rodgers & Associates Wealth Advisers; Sentinel Advisory Group, with $300M in client assets, joins Commonwealth...