RIA Edge

Now at $245 billion in AUM, Edelman expects to increase M&A momentum in 2024.

With its eighth deal of year, Savant will have added more than $8 billion in 2023 as the firm seeks to more than triple assets over the next four years.

tru Independence signs up to offer Opto's customized private investment funds to a growing stable of partner firms.

CEO Shirl Penney expects his independent advisor services platform to reach its goal by Independence Day of next year, and he still has plans to take the company public.

The seventh breakaway advisor to join Snowden Lane this year, William “Trey” Jones III managed $230 million at Merrill Lynch.