Allworth has acquired Tridea Advisors, a local RIA with $341 million in assets, and Capital Point Financial Group, a Glenview, Ill.- and Sarasota, Fla.-based firm with $280 million in assets.
Also this week, DSJ has created a new RIA, Buckingham picked up a Detroit firm, Atria poached an Osaic team with $420 million, and St. Louis-based Krilogy announced three acquisitions in 2023.
Featured in Pt. 1 of this week’s roundup: Rockefeller Global Family Office, MAI Capital Management, The AmeriFlex Group and Private Advisor Group.
Captrust completed nine deals last year; four of them were in the Lone Star State.
Lido is the third firm to partner with Karl Heckenberg’s new RIA investment company since December and the second this week.