Ryan Poterack shuttered his own RIA to join Private Advisor Group, as part of the firm’s growing cohort of fee-only advisors.

Ed Stober will work to develop relationships within the nascent family office/CPA structure.

The complaint follows a suit filed by former employee, Molly Nelson, who claimed Avantax’s restrictive covenants were “unenforceable.”

Garrett, Perkins & Horton Advisory Partners and Brad Werner & Company joined the registered investment advisory platform under the Summit Growth Partners minority-ownership model.

After becoming Cresset's first president in May, Nesvold is leaving the rapidly growing RIA on Feb. 11.

Featured in this week’s deal roundup: OneDigital, Carson Wealth, SteelPeak Advisors and affiliates of Kestra PWS and Focus Financial.

The acquisitions of AndCo and Fourth Street will almost double firm assets and establish Mariner’s institutional business.

Canter will support RIA outreach for the digital alternative investments platform.

Private equity firm Charlesbank, which also owns a stake in Lido Advisors, will be a majority owner of the firm; the capital will be used to invest in Rise Growth's targeted RIAs.