Ending last year on a high note, the self-styled ‘home for hybrids’ reached $9.5 billion in assets and launched an acquisition-focused OSJ model.

Mercer is picking up an Iowa practice with $275 million in assets in its second deal of the year.

Capital Management Group of New York represents Hightower’s first "strategic investment" of 2024.

The IBD has created a new RIA, BridgePort Financial Solutions, to execute on its flexible acquisition strategy; it launches with three transactions and $1 billion in assets under advisement.

Diversify adds more than $2 billion in AUM with the debut of its acquisitive employee model.

A 10-person team has left Securities America to harness technology, compliance and administrative support offered on the $2 billion RIA platform.

Managing Partner Leah Sciabarrasi will take on additional responsibilities in support of continued growth and increasing complexity at the $5.3 billion Focus Financial Partners firm.

This week, the RIA industry saw at least 11 deals, some key people moves and one rebrand.

The acquisition of Minnesota-based Ledge Wealth brings Peter Raimondi’s 5-year-old firm to nearly $5 billion in assets.

The deal with FirstWave represents Savant's 11th acquisition in the last year.