Search results for Private Advisor Group

Private Advisor Group to acquire Mariner Advisor Network, with $31B in assets

Private Advisor Group, one of the nation’s leading financial services firms headquartered in Morristown, announced that, in partnership with its minority equity investor LPL Financ...

$10B Bank Team Advisors Break Out to Form RIA Prairie View

Prairie View Wealth Advisors has launched in South Dakota with three veteran bank advisors, a tax-forward wealth focus and custody partner Raymond James.

LPL Attracts $1B Florida Team From Ameriprise

Cebert Wealth Advisors works with more than 1,700 clients and focuses on The Villages, a booming retirement community based in Central Florida.

Prudential Advisors adds Loegering and Montalbano to advisor team

Prudential Advisors, the retail arm of Prudential Financial Inc., said on April 7 that it added Keith Loegering and Brian Montalbano.  Loegering has joined the Pacific Financial Gr...

$836M Ameriprise Team Launches Midwest RIA

The Bedford Group will use Private Client Services for brokerage and Schwab for custody, according to flings.

$3B Former Wells Fargo FiNet Team Launches Own RIA

The 22-person Jacksonville, Fla., team, led by four partners, will use First Clearing for custody and TradePMR for middle-office support.

$850M Ameriprise Team Leaves to Launch RIA With Integrated Partners

City Square Wealth Management’s six-advisor team has joined Integrated Partners with an office in Charleston, Mass.

LPL Acquires Mariner's $31B Platform Business

In partnership with its minority investor LPL, Private Advisor Group will acquire the hybrid business of Mariner Advisor Network, which includes 144 advisors.

$500M Pointes North Moves to Osaic’s W-2 Channel

Innovative Financial Group, an OSJ acquired by Osaic last year, supported the team’s transition.

$42B Lido Advisors Latest to Leave Broker Protocol

The acquisitive RIA departed the Broker Protocol this week. It also recently settled its own allegations against a departing advisor.

Steward Acquires $500M Ameriprise Practice

The deal adds seven advisors and a Rochester, N.Y. presence to Steward’s M&A channel.

Lido Advisors Acquires $1B Jackson Hole Capital

The Los Angeles wealth advisory firm has added Jackson Hole Capital Partners, which brings a team of six partners focused on alternatives.

Hightower to acquire longtime affiliate managing $10B

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.

T&E Inner Circle: Expert Sessions

Waverly Advisors Creates First New Orleans Area Office With $3.1B Acquisition

Waverly Advisors has acquired TruWealth Advisors, boosting AUM to $34.2B and adding 31 staff to its first New Orleans-area office.

Hightower to Acquire $9.5B Affiliate The Bahnsen Group

The Bahnsen Group will become another hub within Hightower for integrating other advisory firms.

$42B Lido Adds Broker/Dealer as it Keeps Scaling

Lido Advisors launched a broker/dealer option as it continues to recruit advisors, though it will remain focused on being a fee-only RIA, according to a regulatory filing and execu...

$1.2B Team Leaves Raymond James to Launch With RIA Concurrent

The $1.2 billion advisory team left Raymond James to launch on Concurrent’s platform, leveraging its multi-custodial options.

FTSE Russell: Affluent Investors Rely on Advisors for Private Market Investments

A FTSE Russell survey shows 77% of affluent investors use financial advisors for alternative investments, yet 30% haven't discussed these options.

5-Star Advisors 2026: Wealth Professional honours Canada's top financial leaders

Wealth Professional names 39 standout advisors shaping the future of client-first financial advice

Altruist to Launch Beta of New RIA Affiliation Option

Altruist Advisors, which will launch broadly in the fall, will provide the compliance, custody and operational infrastructure needed to build an independent practice.

&Partners picks up $1B team from Wells Fargo

Principality Private Wealth adds to the 115 teams &Partners has onboarded since its founding in 2023.

RIA Channel Saw Greatest Advisor Gains in 2025

Over 39,000 advisors changed firms in 2025, close to a decade high, with RIA and IBD channels seeing the strongest net gains, according to tracking by ISS MI.

Schwab’s Beatty Says Expanding Wealth Advice Not at Risk of ‘Bumping Into’ RIAs

Jon Beatty, Schwab’s head of advisor service, made the comment after news that its Schwab Wealth Advisory offices would be expanding from 20 to 30 markets.