Torrance, Calif.-based EP Wealth Advisors has added a $660 million registered investment advisor in its home state with the acquisition of Peninsula Wealth. Peninsula Wealth has been in the Bay ...

Wealth Enhancement, an acquisitive Minneapolis-based RIA with $107 billion in client assets, has acquired XO Wealth Management, a Dallas-based independent RIA. XO Wealth was founded in 2016 and ...

Join Kim Cappellano, CEO and founding partner at Private Wealth Asset Management, she explains how Private Wealth prioritizes a thoughtful, team-based approach to client experience and succession ...

Join Tim Goodwin, Senior Wealth Advisor and Founder at Goodwin Investment Advisory, as he describes how they are a fee-only financial advisory firm located in Woodstock, Georgia. At Goodwin ...

Most RIAs can boast impressive growth in AUM without much effort. Wafting along on the happy updraft of ever-rising markets, an RIA could merely tread water and watch the firm “grow” over the ...

Morgan Bell, Matt Sonnen, Vickie Lewin and Jordan Hutchison discuss AI and organic growth at RIA Edge Nashville.

Hiring Arun Anur is another clear move for Orion to become far more than a technology platform, moving toward an investment platform that is more competitive with Envestnet. We expect this to be a ...

Couple with their investment agent in a meeting.

A team of 14 financial advisors and support staff in New York City has launched its own registered investment advisor, Matauro, partnering with Dynasty Financial Partners. The team, which oversees ...

Wealth Enhancement Group, an acquisitive Minneapolis-based registered investment advisor, has purchased Levy Wealth Management Group, LLC, a Philadelphia-based hybrid RIA. Levy’s team oversees ...

LPL Financial is acquiring The Investment Center, an N.J.-based firm with about $9 billion in brokerage and advisory assets, the independent b/d announced today. LPL intends to close and convert ...

A Connecticut-based RIA with about $412 in assets under advisement is joining Mercer Advisors, expanding Mercer’s presence in the Northeast. Benchmark Wealth Management is based in Old Lyme, Conn.