RIA Edge

The addition of Philadelphia-based Levy Wealth Management Group pushes WEG’s clients' assets to more than $90 billion.

Pradeep Jayaraman, former co-head of partnerships and business development at Focus Financial, hopes to build on Bluespring’s mergers and acquisitions strategy.

Mesirow continues to grow its wealth management headcount with the addition of Price Wealth Management. The firm will expand further in the Southeast via lift-ins and acquisitions.

Benchmark Wealth Management will join the large RIA, which continues to focus on inorganic growth after expanding its M&A executive team earlier this year.

Advisory firms grew 5.7% last year, according to a new study by The Ensemble Practice. It’s a wakeup call for firms to make marketing a vital function.

The new study combines years of research to gauge what clients value most and what areas advisors can focus on in strengthening relationships.

Crux Wealth Advisors, a new RIA launched this month by advisor Travis Alexander, will use Arete's proprietary tech stack and its broker/dealer, alternatives investment and insurance services.

Eide Bailly’s RIA will become part of Sequoia, and the accounting firm will take a stake in Sequoia.

Once the deal closes later this year, the combined RIA will have $32 billion in assets under management.

Minneapolis-based advisor Denver Gilliand has left Hightower to start his own RIA, among other new launches this week.