Tag: Advisory M&A News

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...

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...