This marks MAI’s 28th acquisition, even more strengthening its nationwide enlargement CLEVELAND, April 24, 2023–(Company WIRE)–MAI Capital Management, LLC (“MAI”), a registered expense adviser specializing in targets-dependent, individualized investment and financial arranging for large-internet-worth small business homeowners, entrepreneurs, people, entertainers, and athletes, has obtained Wiener Financial Administration (“WFM”). Founded in […]
Acquires
Increasing Mercer Advisors’ Northeast Presence DENVER, April 4, 2023 /PRNewswire/ — Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Expenditure Adviser (RIA), today announced the acquisition of Andesa Fiscal Management, Inc. (hereinafter “Andesa”). Andesa is a thorough wealth administration company found in Allentown, Pennsylvania focusing on serving the fiscal […]
Clear Creek Financial Management LLC raised its holdings in shares of Cassava Sciences, Inc. (NASDAQ:SAVA – Get Rating) by 323.6{21df340e03e388cc75c411746d1a214f72c176b221768b7ada42b4d751988996} in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 67,270 shares of the company’s stock after purchasing an […]
West Financial Advisors LLC boosted its stake in shares of Tyler Technologies, Inc. (NYSE:TYL – Get Rating) by 34.5{21df340e03e388cc75c411746d1a214f72c176b221768b7ada42b4d751988996} in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,290 shares of the technology company’s […]
In a slower week for dealmaking amid RIAs, Carson Group made its very first full acquisition of the yr and Buckingham Strategic Prosperity declared its 3rd. In earlier news, a younger Merrill Lynch prodigy broke absent to start his have organization. Carson Wealth Provides $500M Baton Rouge RIA: The Shobe Financial […]
Registered investment advisors announced more than $18.8 billion in transacted assets this week, an indication that M&A in the space has not slowed as much as some predicted. Lazard Asset Management and Truvvo Partners combined to create Lazard Family Office Partners, while Stratos Wealth Partners took ownership of First Wealth Financial Group in the […]