Tag: Advisory M&A News

Wealth Enhancement Group acquires Peak Financial Services and Rock House Financial; Dalton joins Cetera Advisor Networks, and Rally Wealth and...

Aquiline Capital acquires majority stake in Isio Group; Countiss Wealth Management debuts; Wealth Enhancement Group adds Starfox Financial Services.

NewEdge Advisors welcomes Fortis Wealth Advisors; 4 wealth managers join Savvy Advisors; Perigon Wealth Management acquires Creative Financial Planning; and...

Wealth Enhancement Group adds Atlas Fiduciary Financial; Cruz joins Ameriprise Financial; NewEdge Advisors welcomes Stonebridge Financial Partners.

Summit Financial adds SRM Private Wealth; Cetera Financial Group welcomes North Ridge Wealth Planning; Adam Udy Group opens office in...

Citizens adds Boston-based adviser team; SLK Private Wealth welcomes team with over $300 million in client assets; 5 business lines...

Waverly Advisors acquires Derbend Asset Management; Cetera adds partners at Wilde Wealth Management; Modern Wealth expands into 2 new locations.

Blue Ridge Associates acquires TSC 401K; Alerus Financial Corporation and HMN Financial announce strategic transaction; Bluespring Wealth Partners acquires KDI...

J.P. Morgan Wealth Advisors Snags $28B Merrill Team; NFP’s Wealthspire to acquire $420M Ohio RIA; Carson Wealth fully acquires partner...

Sanctuary Wealth announces acquisition of Tru Independence; MAI Capital Management adds Harbor Wealth Management; Avantax acquires Integrated Tax & Wealth...

Aon completes acquisition of NFP; Wealth Enhancement Group adds Lynch Retirement Investment Group; UBS hires financial adviser team led by...

Shore to Shore Private Wealth joins Janney; Ritholtz Wealth Management opens Los Angeles office; Citizens adds San Francisco wealth team...

Modern Wealth Management appoints Del Col to head advisory services; Waverly Advisors acquires McShane Partners; Chairez joins Ameriprise.

Sequoia Financial Group acquires Houston-based AltruVista; Evermay Wealth Management announces acquisition of Insight Wealth Management; RIA EP Wealth Advisors adds...

NFP acquires Get Medical Plans; UBS Financial Advisors announces formation of Stone Harbor Group; Wealth Enhancement Group adds Piermont Wealth...

Kingswood, Wentworth announce merger to form Binah Capital Group; Osaic adds Father/Daughter Duo; OneDigital acquires Creative Business Resources.

Savvy Advisors adds principal wealth managers; Merit Financial Advisors partners with Viren and Associates.

Bluespring Wealth announces merger of Retirement Wealth Specialists and Security Financial Management; Moneta acquires Juniper Wealth Advisors; Integrated Partners adds...

PCS Retirement announces investment from Lee Equity Partners; Guthrie Rouner Group joins Ameriprise Financial; Robertson Stephens Wealth Management acquires the...

OneDigital pens deal for $2.6B retirement plan advisory from Wintrust Financial; Curio Wealth created from Bay Point; and Berger makes...