Brighton Jones, a Seattle-based registered investment advisor with $26 billion in client assets, has opened its first Atlanta office with the addition of Andrew Foray as lead advisor. Foray joins ...

In the world of advisor technology, there is tremendous diversity and increasingly, a solution for almost any need. That’s partially why many advisors make the decision to go independent—for ...

Features on Estate Planning & Taxation, International Practice, and Fiduciary Professions ...

The Mather Group, a Chicago-based registered investment advisor with $14 billion under management and advisement, has acquired a $200 million AUM RIA in Walnut Creek, Calif.—Mather’s fourth in ...

Creative Planning’s acquisition of Lockton’s retirement division at the end of 2021 sent shock waves throughout the retirement plan advisor industry. Not only are Creative Planning’s wealth ...

Dealmaking among registered investment advisors hit an all-time in 2024 as interest rate cuts and high valuations spurred mergers and acquisitions, according to consultancy DeVoe & Company.

In an era of evolving investor expectations, successful advisors must go beyond traditional service models. This latest research from BNY Pershing and WealthManagement IQ reveals where advisor ...

Top Guns Manager of The Decade Criteria: The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns.

Regional integrator Homrich Berg has acquired Oakbridge Partners, a $1.5 billion registered investment advisor in Buckhead, a neighborhood in Atlanta, not far from the integrator's headquarters.

Adero Partners was founded in 1999 with a focus on providing family CFO services to Silicon Valley clients under the original name Vista Wealth Management Group. The firm has since grown into a $3 ...

RIAs announced seven deals this week and Private Advisor Group added a new role. EP Wealth acquired $1 billion Lehman & DeRafelo, Moneta added a team from IWP Family Office, Mercer Global ...

Cleveland-based MAI Capital Management, claiming almost $21 billion in assets under management, has picked up a New Jersey-based firm managing $562 million for clients. A team of four in ...