New York-based Focus Financial Partners Inc. has acquired Harrisburg, Penn.-based Roof Advisory Group, Inc. for its partner firm Fort Pitt Capital Group, LLC
Stifel Financial Corp. added 46 new advisors with estimated annual production of $36 million, while registering only three departures in the second quarter, the St. Louis-based bank and wealth management firm reported...
In the second major sale of a PE-backed advisory firm this year, Lightyear Capital is selling its stake in $11.8 billion AUM Wealth Enhancement Group to TA Associates.
Deal volume in the RIA space is up 30% from last year, and “valuations are at an all-time high," said DeVoe & Company, the San Francisco-based consulting firm and investment bank.
Lido Advisors, an RIA in Los Angeles, said Thursday it is taking First Western Financial Inc.'s Los Angeles-based fixed income portfolio management team in-house.
Raymond James Financial reports that its advisor ranks swelled to a record 7,904 in its fiscal third quarter while AUM grew 6% year over year to $143.1 billion.
Integrated Partners, the Waltham, Mass.-based financial planning and registered investment advisory firm, has added San Diego-based Mohr Financial Group to its roster of 141 advisory partners.
