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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...

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...

Securities America Recruits Former Questar Super-OSJ

Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has added the Lanzetta Group, a Super-OSJ group with approximately...

Strategic Storage Growth Trust II Buys Sacramento Self-Storage Facility

Strategic Storage Growth Trust II Inc., a private real estate investment trust sponsored by SmartStop Asset Management, has purchased a 1,029-unit self-storage facility located...

LPL Financial Recruits Community First Investment Group

LPL Financial LLC, the nation’s largest independent broker-dealer, has recruited Community First Investment Group, the investment program offered at Community First Bank of Indiana....

LPL Financial Adds Former Wells Fargo Firm to Platform

LPL Financial LLC, the nation’s largest independent broker-dealer, has added Team Preheim Advisory to its broker-dealer and corporate registered investment advisor platforms. Founded by Karl...

LPL Financial Adds Former Summit Brokerage Firm to Platform

LPL Financial LLC, the nation’s largest independent broker-dealer, has added Patriot Wealth Management to its broker-dealer and corporate registered investment advisor platforms. Patriot joins...

Former Morgan Stanley Team Launches Independent RIA in New York

A team that oversaw $650 million in client assets at Morgan Stanley, has launched Opal Wealth Advisors, an independent registered investment advisor based in...

Two SmartStop REITs Complete Merger

Strategic Storage Growth Trust Inc., a non-traded real estate investment trust sponsored by SmartStop Asset Management, has completed its recently approved merger with affiliated...

LPL Financial Adds Former Kestra Team to its RIA and IBD...

LPL Financial LLC, the nation’s largest independent broker-dealer, has added Regal Wealth Advisors to its broker-dealer and corporate registered investment advisor platforms. Regal joins...