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Private Advisor Group Appoints Robert Moore as Chief Executive Officer

Private Advisor Group, the largest hybrid registered investment adviser on LPL Financial’s platform with $21 billion in asset under management, has appointed industry veteran...

Hilltop Securities Promotes Two Managing Directors in Wealth Management Division

Hilltop Securities, a full-service investment bank and registered investment adviser, has promoted Peter Cappos to managing director and head of the West Coast region...

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...

Cresset Asset Management Names Chief Operating Officer

Cresset Asset Management, a registered investment advisor with $9.8 billion in assets under management, has appointed Randall Conte as chief operating officer. In his...

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...

Cresset Appoints Interim CEO Following Resignation of Michael Cole

Cresset, a registered investment advisor with $9.5 billion in assets under management, has appointed company co-founder and co-chairman Avy Stein as interim chief executive...

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...

Brookstone Capital and FormulaFolios Merge to Create $6.5 Billion RIA

Brookstone Capital Management and FormulaFolios, two registered investment adviser firms, are combining to create a $6.5 billion RIA. The combined company will retain the Brookstone...

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...