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Peakline Partners Bill Rudnick, executive managing director

Alternative Investments

Private Markets Investments Firm Cresset Partners Rebrands as Peakline Partners Cresset Partners Investment Firm Rebrands as Peakline Partners

The new name reflects the investment division’s separate identity from $65 billion wealth manager Cresset.

byAlex Ortolani, Senior Reporter

Feb 11, 2025

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1 Min Read

Robert Sofia Snappy Kraken

Snappy Kraken Launches AI-backed RIA Enterprise Hub Snappy Kraken Launches AI-Backed Enterprise Hub

byAlex Ortolani

Feb 11, 2025

1 Min Read

Hershey Wealth Advisors Merit Financial

Merit Acquires $233M Pennsylvania RIA From Osaic Merit Acquires $233M RIA In Pennsylvania

byAlex Ortolani

Feb 11, 2025

1 Min Read

Sugarloaf Wealth Management Principal Jason Connolly Prime Capital Financial

Prime Capital Gains Foothold in Atlanta with $1B RIA Prime Capital Adds 1B Atlanta RIA

byAlex Ortolani

Feb 10, 2025

1 Min Read

Kristen Larson Sanctuary Wealth breakaway UBS

$200M Advisor Leaves UBS to Go Independent with Sanctuary Sanctuary Lands New $200M Minneapolis RIA

byAlex Ortolani

Feb 10, 2025

1 Min Read

Dave Breslin General Catalyst GC Wealth

Q&A: Dave Breslin Ushers General Catalyst Into the Wealth Business Dave Breslin Ushers General Catalyst Into the Wealth Business

byDiana Britton

Feb 10, 2025

1 Min Read

Mariner Wealth Advisors CEO Marty Bicknell

Mariner to Add 250 Senior Wealth Advisors in Major Recruiting Push

Mariner Recruiting for 250 Senior Wealth Advisors

byAlex Ortolani, Senior Reporter

Carnegie CEO and Principal Richard Alt

Carnegie Investment Counsel Adds $1.3B Firm To Expand In Northeast

Carnegie Investment Counsel Adds $1.3B Firm

byPatrick Donachie, Senior Reporter

Osaic signage

Osaic Adds $360M Firm to W-2 Affiliation Channel

Osaic Adds $360M Firm to W-2 Affiliation Channel

byDiana Britton, Managing Editor

Linda Bready

FinTech Exec Launches M&A Consulting Business

FinTech Exec Launches M&A Consulting Business

byDiana Britton, Managing Editor

Empower CEO Ed Murphy

Empower’s Wealth Unit Grows Assets 29% on 401(k) Rollover Capture

Empower Wealth Unit Reports 29% Asset Growth

byAlex Ortolani, Senior Reporter

IAA President Matt Lampman

One-time Unpaid Intern Becomes President of $4.8B IAA

$4.8B IAA Promotes Former Intern to President

byAlex Ortolani, Senior Reporter

Corporate Plans Retirement Strategies team

Deals & Moves: Cetera, Corient and LPL’s RIA Channel Add Advisors

Deals & Moves: Cetera, Corient and LPL Add Advisors

byAlex Ortolani, Senior Reporter

Capstone Wealth Advisors Vice President Ryan Skogstad

Wealth Enhancement Acquires $619M RIA Serving Pacific Northwest

Wealth Enhancement Snags $619M Oregon-based RIA

First Republic bank doors

First Republic Ex-Private Wealth Head Taps Old Team for New Firm

First Republic Ex-Private Wealth Head Taps Old Team for New Firm

byBiz Carson, Reporter

Alisa Maute Mercer Advisors

Mercer Hires Client Development Director From LPL

Mercer Hires Client Development Director From LPL

byDiana Britton, Managing Editor

Clearstead Advisors President and CEO Bradley Knapp

Clearstead Gains Chicago Area Foothold with $420M RIA

Clearstead Acquires $420M Chicago Area RIA

byAlex Ortolani, Senior Reporter

EP Wealth office

EP Wealth Starts 2025 with $500M Nashville Acquisition

EP Wealth Adds $500M Nashville RIA

byAlex Ortolani, Senior Reporter

Jarrod Biebel TrekNorth Investment Management James Horn Matterhorn Private Wealth

RFG Attracts Advisors From Raymond James, Edelman

RFG Attracts Advisors From Raymond James, Edelman

byDiana Britton, Managing Editor

Mercer Advisors

Mercer Advisors Closes First Deal of 2025 With Nashville-Area RIA

Mercer Advisors Acquires $660M Nashville-Area RIA

byAlex Ortolani, Senior Reporter

Aspire Wealth Management founder and CEO Mark Khozozian and Fernwood Investment Management founder and Managing Member Thomas Reilly

CW Advisors Announces Double Deal in Its Own Backyard

CW Advisors Announces Double Deal in Its Own Backyard

byDiana Britton, Managing Editor

Savvy Wealth Chief Growth Officer David Weiner

Savvy Taps New Growth Officer to Bolster RIA Push

Savvy Hires RIA Growth Lead

byAlex Ortolani, Senior Reporter

Summit Financial office

Summit Stakes $700M Missouri Firm

Summit Stakes $700M Missouri Firm

byDiana Britton, Managing Editor

Altadena fire

Industry News & Trends

With LA Fires, Pro Bono Advisors Brace for Long-Term Work

With LA Fires, Pro Bono Advisors Brace for Long-Term Work

byDiana Britton, Managing Editor

Yorkville Advisors President and Partner Mark Angelo

N.J.-Based Yorkville Advisors Affiliate Tapped as RIA for Trump Media’s Financial Venture

NJ-Based Yorkville Advisors Tapped as RIA for Trump Media's Truth.fi

byAlex Ortolani, Senior Reporter

Creative Planning Peter Mallouk

Creative Planning's Peter Mallouk Builds $11B Fortune on Goldman, TPG Deals

Peter Mallouk Builds $11B Fortune on Goldman, TPG Deals

byDevon Pendleton

adjusted for risk podcast Steward Partners Scott Danner wealth management M&A RIAs

Adjusted for Risk: M&A Trends in Wealth Management And How to Increase The Value of Your RIA Practice

Adjusted for Risk: M&A Trends in Wealth Management

byRyan Nauman, Market Strategist

Pitcairn President and CEO Andrew Busser

Pitcairn Announces First Acquisition in 102-Year History

Pitcairn Announces First Acquisition in 102-Year History

byDiana Britton, Managing Editor

handshake merger

DeVoe: RIA M&A Activity Hit a New High in 2024

DeVoe: RIA M&A Activity Hit a New High in 2024

byAlex Ortolani, Senior Reporter

Hub International office

Hub International Acquires $2B Commonwealth Practice

Hub International Acquires $2B Commonwealth Practice

byDiana Britton, Managing Editor

SageSpring Wealth Partners President Jeffrey Dobyns

Dynasty Adds $6.4B RIA SageSpring from Raymond James

Dynasty Adds $6.4B RIA SageSpring from Raymond James

byAlex Ortolani, Senior Reporter

Mariner Marty Bicknell

Edelman Lawsuit Claims Mariner CEO Bicknell Personally Called Potential Recruit

Edelman Lawsuit Claims Mariner CEO Bicknell Personally Called Potential Recruit

byPatrick Donachie, Senior Reporter

William “Bill” Bruen Jr. and his son Andrew Bruen

$1.3B Father-Son UBS Team Jumps to LPL

$1.3B Father-Son UBS Team Jumps to LPL

byPatrick Donachie, Senior Reporter

Sequoia Financial

Sequoia Pens Deal to Acquire $3.8B Minneapolis-St. Paul RIA

Sequoia Pens Deal to Acquire $3.8B Minneapolis-St. Paul RIA

byDiana Britton, Managing Editor

RIA Edge Podcast Focus Financial CEO Michael Nathanson

RIA Edge Podcast: CEO Michael Nathanson Pulls It Together, Putting Focus Back on Fast Growth Track

RIA Edge Podcast: Focus CEO Michael Nathanson

byDavid Armstrong, Executive Director, Content and User Engagement at WealthManagement.com