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…
$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…
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…
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…
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…