RIA Edge

The deal with Stonebrook Private represents Elevation Point’s first strategic investment since its inception in June.

The investment from FJM, which has its roots in convenience stores, will help Balentine with succession planning and growth.

Concentric Wealth Management represents MAI’s second West Coast acquisition in 2024.

Debbie Taylor, who runs the 10-person Taylor Financial in Franklin Lakes, N.J., will lead Carson's new tax strategy.

The deal with Prio Wealth will expand Cerity’s offerings for private and corporate clients in the Boston metro area.

Adrienne Penta started work at the Boston-based SCS this week after spending 15 years at Brown Brothers Harriman.

Cardinal Investment Advisors, an institutional consulting firm, will expand upon Mariner Institutional, a new division seeded last year when the RIA acquired two firms with that focus.