— Initially Acquisition of 2023 Marks Savant’s Premier Expands Footprint to Southeast U.S. — ROCKFORD, Sick., Feb. 23, 2023 /PRNewswire/ — Savant Prosperity Management, a nationally acknowledged, payment-only registered expenditure adviser (RIA), declared it has obtained Atlanta-based Capital Directions, an RIA agency whose consumers incorporate people today and people, pensions, […]
Acquires
RIAs are getting plenty of dealmaking done in February. Mariner Wealth Advisors, Hightower, Focus Financial’s Buckingham Strategic Wealth, Sanctuary’s Alluvial Private Wealth, Kestra’s Grove Point and Ashton Thomas Private Wealth all announced acquisitions this week, in deals worth more than $1.4 billion in cumulative client assets. Meanwhile Savant and Wealthspire […]
Mariner Prosperity Advisors, based in Overland Park, Kan., introduced the acquisition of The Financial Services Community, an OSJ, RIA and service provider of back again office support based in Sacramento, Calif., that offers administrative, consulting, compliance and operational expert services to more than 400 independent monetary advisors. This most up-to-date acquisition […]
Increasing Mercer Advisors’ East Coastline Presence DENVER, July 7, 2022 /PRNewswire/ — Mercer Worldwide Advisors, Inc. (“Mercer Advisors”), a nationwide Registered Investment decision Adviser (RIA), right now announced the acquisition of Harrison & Corporation Wealth Administration, LLC (“HCO””). HCO, a highly regarded prosperity management business located in Roanoke, VA, serves […]
Advisor Group announced ideas Thursday to purchase Infinex Financial Holdings, a broker/vendor that at this time supports far more than 230 local community-based banking companies and credit score unions. Although Advisor Team does have an current existence in the economical establishment market, generally via its Securities The usa subsidiary, this […]
Canadian wealth administration organization CI Financial, a person of the industry’s most voracious RIA acquirers, reported it will obtain a part of the prosperity management organization of Eaton Vance WaterOak Advisors from Morgan Stanley, totaling about $11.4 billion. At the similar time, Pathstone, an independent advisory agency with $23 billion AUM as of the end of […]