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Apella Capital Expands West Coast Presence with Addition of $489 Million...

Apella Capital LLC, a financial advisory and wealth management firm with $1.5 billion in assets, announced that Vestory, a registered investment advisor headquartered in...

Wealth Enhancement Group Buys RIA with Nearly $1 Billion in Client...

Wealth Enhancement Group, an independent wealth management firm backed by TA Associates that oversees $20.3 billion in client assets, has acquired an independent registered...

Focus Financial to Buy $1.6 Billion Ohio-Based RIA

Focus Financial Partners Inc. (Nasdaq: FOCS), a partnership of independent, fiduciary wealth management firms, has agreed to purchase Fairway Wealth Management, an Ohio-based registered...

Good Life Recruits $200 Million Team

Good Life Companies, an independent hybrid registered investment advisor, has recruited YTS Wealth Management, a Pennsylvania-based team with approximately $200 million in total client...

CI Financial to Buy $450 Million Cincinnati-Based RIA

CI Financial Corp. (TSX: CIX), a Canadian asset management and wealth management firm, has agreed to purchase Bowling Portfolio Management LLC, a Cincinnati-based registered...

LPL Financial Recruits $1 Billion Team from Securian

LPL Financial LLC, the nation’s largest independent broker-dealer, has added San Mateo, California-based SGC Financial and Insurance Services to its broker-dealer and corporate registered...

Private Equity-Backed Wealth Enhancement Group Expands Leadership Team and Board

Wealth Enhancement Group, an independent wealth management firm backed by TA Associates that oversees $19.4 billion in client assets, has expanded its leadership team...

Former Wells Fargo Team Launches $500 Million Hybrid Practice with LPL

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisor Anthony “Tony” Frigoletto has launched his new independent practice, River’s Edge Wealth...

Golden State Hires Former LPL Vice President to Oversee Business Development

Golden State, a registered investment advisor, has hired Eric Ripley to serve as executive vice president of business development to drive the company’s recruitment...

Focus Financial to Buy $676 Million RIA

Focus Financial Partners Inc. (NASDAQ: FOCS), a registered investment advisor aggregator, has agreed to purchase Seasons of Advice Wealth Management LLC, a wealth management...