Local St. Petersburg firms Raymond James Financial Inc. and Dynasty Financial Partners helped recruit Ark to the West Coast of Florida.

Kelso joins private equity firm The Cynosure Group, along with Savant’s family office investors; CEO Brent Brodeski will retain full control of the $12 billion RIA.

Fairport's deal to acquire FMA Advisory, facilitated by Hightower, will bring its total AUM to $3.9 billion.

If states adopt the rules, they could bring the hammer down on advisors and firms that shirk paying the fines.

ARK is closing its New York office permanently at the end of October and relocating its corporate headquarters to St. Petersburg, Fla.

Mariner's latest deal expands its presence in Florida and marks the RIA’s seventh acquisition since July.

Mariner's latest deal expands its presence in Florida and marks the RIA’s seventh acquisition since July.

Teams, technology and taxes are behind the rising wave of deals, writes the president of Merit Financial Advisors.

The deal also includes Hibiscus Investments, Landsberg Bennett’s sister brand that serves mass affluent clients—and a structure for a potential next-generation training program to the broader Hightower, according to the announcement.