Tue. Oct 28th, 2025
Tue. Oct 28th, 2025
RIA Edge Roundup: $12.6B+ in Assets on the Move
RIA Edge Roundup: $12.6B+ in Assets on the Move

Registered investment advisors announced several deals this week, picking up fresh capital and switching broker/dealers. Here’s a look at more than $12.6 billion in client assets on the move as…

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$5.7B RIA Parallel gets investment from Golden Gate
$5.7B RIA Parallel gets investment from Golden Gate

After approximately doubling in measurement in less than three several years, a significant registered financial investment advisor has a new non-public equity backer and a new asset management arm. San…

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Wealth Enhancement Group Expands by Adding BFS Wealth Management, a Hybrid RIA with Over $523 Million in Client Assets
Wealth Enhancement Group Expands by Adding BFS Wealth Management, a Hybrid RIA with Over $523 Million in Client Assets

This Acquisition Grows Wealth Enhancement Group’s Existence in the Tri-State Area to 12 Places of work Across New York, Connecticut and New Jersey MINNEAPOLIS, Dec. 15, 2022 /PRNewswire/ — Prosperity…

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Raimondi’s Dakota Wealth Management makes Montana RIA buy
Raimondi’s Dakota Wealth Management makes Montana RIA buy

Venerable RIA builder Peter Raimondi is on the lookout west to find his most recent deal concentrate on. Raimondi’s $2.3bn RIA, Dakota Prosperity Administration, firm has acquired Loveless Wealth Management, a…

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RIA aggregator Focus Financial confident of remaining on growth track.
RIA aggregator Focus Financial confident of remaining on growth track.

RIA aggregator Aim Monetary Partners posted 1st quarter revenue of $536.6 million on Thursday, a 36{21df340e03e388cc75c411746d1a214f72c176b221768b7ada42b4d751988996} year-more than-12 months enhance, exceeding analyst expectations and environment the stage for a further lively…

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Wealth Enhancement Group Joins Forces with Financial Management Concepts, a Fee-Only RIA with More Than $188 Million in Client Assets
Wealth Enhancement Group Joins Forces with Financial Management Concepts, a Fee-Only RIA with More Than $188 Million in Client Assets

Addition of the Central Florida Firm Raises Prosperity Improvement Group’s Complete Shopper Belongings to much more than $55.6 Billion MINNEAPOLIS, March 30, 2022 /PRNewswire/ — Wealth Enhancement Group, an independent…

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