Tag: tax planning
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...
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...
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...
Mercer Advisors AUM Tops $15 Billion with Latest Acquisition
Mercer Global Advisors Inc., a national registered investment advisor, has acquired Confluence Financial Advisors LLC, a comprehensive wealth management firm located in Boulder, Colorado...
Mercer Advisors Acquires California-Based RIA Dragon Financial Group
Mercer Advisors Inc., a registered investment adviser, has acquired Dragon Financial Group, an RIA firm located in San Mateo, California with more than $110...
LPL Recruits Former Lincoln Financial Firm with $200 Million in Client...
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Richmond, Virginia-based Moore Financial Services to its broker-dealer and corporate registered investment advisor platforms....
