Tag: hybrid
Mariner to Buy $26 Billion LPL Affiliate
Mariner Wealth Advisors, a firm with more than $60 billion in assets under advisement, has agreed to purchase The Financial Services Network, a national...
The AmeriFlex Group Adds Three Wealth Management Practices Overseeing $721 Million
The AmeriFlex Group, an advisor-owned hybrid registered investment advisor, has added three wealth management practices that oversee a combined $721 million in client assets.
Colorado-based...
Kingswood Recruits Seven Independent Financial Advisors and Practices
Kingswood U.S., a network of wealth management firms, has recruited seven financial advisors who collectively oversee $295 million in total client assets. The new...
Hilltop Securities Independent Network Changes Name
Hilltop Securities Independent Network Inc., an independent broker-dealer and registered investment adviser, has changed its name to Momentum Independent Network Inc.
The firm serves approximately...
Private Equity-Backed Wealth Enhancement Group Buys $446 Million Hybrid RIA
Wealth Enhancement Group, an independent wealth management firm backed by TA Associates that oversees $19.4 billion in client assets, has purchased CJM Wealth Management,...
Private Equity-Backed Wealth Enhancement Group Buys $1.3 Billion RIA
Wealth Enhancement Group, an independent wealth management firm that oversees $17 billion in client assets, has purchased JOYN Advisors Inc., a registered investment adviser...
Private Equity-Backed Wealth Enhancement Group to Buy $990 Million Hybrid
Wealth Enhancement Group, an independent wealth management firm that oversees $15.1 billion in client assets, has agreed to purchase BPU Investment Management Inc., a...
Triad Recruits Hybrid RIA from Spire Securities
Triad Advisors LLC, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has recruited Argent Bridge Advisors, a three-advisor firm with...
Triad Recruits Former LPL Retirement Group with $10 Billion in Assets...
Triad Advisors, LLC, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), and Resources Investment Advisors LLC, a wealth management and...
