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Advisor Group’s Royal Alliance Recruits $975 Million Super OSJ

Royal Alliance Associates, an independent wealth management firm within the Advisor Group network, has recruited Pacific Capital Resource Group, a Super-OSJ group supervising 40...

Advisor Group’s Royal Alliance Recruits Former ProEquities Team

Royal Alliance Associates, an independent wealth management firm within the Advisor Group network, has recruited Mint Wealth Management, a Houston-based financial planning and wealth...

Creative Planning Buys $1.6 Billion Atlanta-Based RIA in Largest Deal Yet

Creative Planning Inc., one of the nation's largest registered investment advisers, has purchased TrueWealth, an Atlanta-based RIA with approximately $1.6 billion in assets under...

Mercer Advisors Buys Colorado RIA in Latest Acquisition

Mercer Global Advisors Inc., a national registered investment adviser, has acquired Summit Wealth Advisors Inc., a wealth management firm located in Frisco, Colorado with...

Creative Planning Buys $600 Million RIA Focused on Oversees Clients

Creative Planning Inc., a registered investment adviser that manages approximately $49 billion in client assets, has purchased Thun Financial Advisors, a registered investment advisory...

Mercer Advisors Continues Buying Spree with $910 Million RIA Acquisition

Mercer Global Advisors Inc., a registered investment adviser with $20 billion in client assets, has acquired M.J. Smith and Associates Inc., a wealth management...

Mercer Advisors Buys $660 Million RIA

Mercer Global Advisors Inc., a registered investment adviser, has acquired ClearRock Capital LLC, a wealth management firm headquartered in Sun Valley, Idaho with a...

Mercer Advisors Buys Los Angeles-Based RIA

Mercer Global Advisors Inc., a registered investment adviser, has purchased Argosy Wealth Management Inc., a wealth management firm located near Beverly Hills, California with...

Genstar-Backed Mercer Global Advisors Grows Northeast Presence with Latest Acquisition

Mercer Global Advisors Inc., a registered investment adviser with more than $16.5 billion in client assets, has purchased Regent Wealth Management Group, an RIA...

Genstar-Backed Mercer Global Advisors Buys $510 Million AUM Firm

Mercer Global Advisors Inc., a registered investment advisor backed by Genstar Capital, has purchased Jackson Financial Management Inc., a large wealth management firm located...