The industry’s elite firms are growing by design, not by default. Learn how to create intentional, scalable and repeatable growth at the RIA industry’s most impactful event.
Merchant provided capital to become a minority investor in Southwestern Investment Group, as well as the debt facility for the principals and their advisors to buy their shares from the hybrid RIA's parent company.
Commonwealth is now structuring its forgivable notes for new advisors as basis points on the advisors' assets, rather than their production—another sign it continues to see itself as a national RIA.
The leading RIA’s acquisitions include its first office locations in Wisconsin and Tennessee. Beacon acquired 14 firms in 2021, compared with four deals the previous year.
Luke Barbalich was a client of Biondo Investment Advisors for 20 years. Now, he’ll sit on the other side of the table as an advisor at the $800 million RIA.
Even while it remains partnered with Onramp Invest and Eaglebrook Advisors, Gemini is buying its own wealth management–focused crypto platform, BITRIA.