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Jason Stephens and Mic Lundon are launching Evertern Wealth in Naples, Fla., backed by Dynasty Financial Partners and serving high-net-worth clients.
Family Office Partners' Ben Domingue details his move from UBS PWM to independence, why control became essential and how building his own firm reshaped how he serves entrepreneuria...
Principality Private Wealth adds to the 115 teams &Partners has onboarded since its founding in 2023.
The Los Angeles wealth advisory firm has added Jackson Hole Capital Partners, which brings a team of six partners focused on alternatives.
The 22-person Jacksonville, Fla., team, led by four partners, will use First Clearing for custody and TradePMR for middle-office support.
Touchstone Wealth Partners represents the fourth $1 billion-plus practice to affiliate with FiNet in 2026.
John Toman said he chose to break away from FiNet with custodian Fidelity to gain greater control over the client experience and technology moves, including AI implementation.
Also, Dynasty-backed TritonPoint adds again, Carson Group fully acquires another partner firm, and IBD Arkadios adds a $300M team in Alabama.
Hightower Signature's latest deal will bring the division's AUM to more than $29 billion upon closing.
In addition, Cerity Partners adds $1.1B Covenant Partners, EP Wealth pens fourth deal of the year and Savant Wealth splashes out with $6B Exencial.
Hightower CEO Larry Restieri forecasts a time when Hightower Signature Wealth is its largest advisor group, with a number of national “flagship” firms as additional growth engines.
In partnership with its minority investor LPL, Private Advisor Group will acquire the hybrid business of Mariner Advisor Network, which includes 144 advisors.
Inside the enterprise grade wealth platform giving advisors institutional analytics, scalable operations, and a client experience HNW investors actually notice
Stratos, which is owned by asset manager and fintech SEI, has completed the move to bring on both solo and multi-advisor teams across seven states.
Goldfin Group's Ryan Guth discusses moving beyond Edward Jones to build a business defined by control, differentiation, and entrepreneurial alignment.
JL Smith Holistic Wealth Management, Alison Wealth Management, OneTeam Financial, Hammer Financial Group and FSC Wealth Advisors come together in a deal that adds $1.8 billion in a...
Kintra Wealth is preparing to launch with 74 employees across eight states as a new, advisor-owned and operated RIA platform.
The Bahnsen Group will become another hub within Hightower for integrating other advisory firms.
The firm has expanded ownership internally to six shareholders while maintaining its fee-only independence and client-first approach across multiple generations.
The Bahnsen Group, founded in 2015 by a former Morgan Stanley team, has grown into a private wealth powerhouse with roughly 100 employees and offices in three states.
Modern Wealth acquires former LPL affiliate Legacy Wealth Management, marking its 20th acquisition and first Florida office, expanding its national footprint.
City Square Wealth Management’s six-advisor team has joined Integrated Partners with an office in Charleston, Mass.
Ricky Smith of Inspired Wealth Planning talks about leaving Edward Jones after 30 years, evaluating 12 firms and building an independent business that grew to $1.25B in assets unde...
Bill Hamm's Independent Financial Partners took a rare step in 2019 when the firm left LPL to launch its own brokerage. Now it's offering an interesting recruiting pitch to financi...
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