The acquisition of Wilbanks Smith and Thomas in Norfolk, Va., brings Clearstead to $20 billion under management.

Reno Tahoe Wealth Management made the move to support its long-term growth goals.

After passing $7 billion AUM in 2024, ASN adds two teams and another $135 million in assets.

Investing in venture capital funds targeting tech start-ups carries high risks and requires a tolerance for decades of illiquidity. But all it takes is one outperforming company to make it worth it.

Boston-based KinneyMunro Wealth Advisors seeks to deliver "a differentiated investing experience."

In its 2nd acquisition of 2024, WEG picked up a firm with offices in Florida and New York.

Borger Financial Services made the move from Hornor, Townsend & Kent for more flexibility and access to alternatives.

The survey found RIAs that work with wealth management platforms—like Dynasty's—grow significantly faster and have higher valuations than standalone firms.

Wright Ford Young & Co. launched its new division on the Integrated Partners platform.

Pollock Salah Wealth Partners joins from First Republic, which was acquired by JPMorgan Chase last year in the wake of regional banking crisis.