Savvy snaps up Schwab advisor, LaSalle St. adds former Atria OSJ, Perigon Wealth buys Vegas shop and other news from Modern Wealth, Freestone Capital and Thurston Springer.
California-based accounting firm Windes will leverage Integrated Partners’ platform to provide more comprehensive services for complex clients through a new wealth management practice.
The newest additions are the second and third teams to jump to Snowden Lane Partners from within the independent channel.
The acquisition of Daniels + Tansey adds advisory, investment and tax expertise to Creative Planning.
The acquisition of Sevenich, Butler, Gerlach & Brazil is the first in an M&A strategy focused on accounting firms and relationship managers.
With a niche focus on Taft-Hartley retirement plan sponsors, Mammini Company left Lincoln Investment to support an ambitious growth plan.
Ahead of Thanksgiving, Osaic-affiliated AmeriFlex added two teams in four states and Steward Partners moved into Georgia.
On the heels of its move to NYC, RCG won awards for ‘deal of the year’ and ‘firm of the year’ from The M&A Advisor.
The national healthcare advisory firm will merge its wealth management business, Curi Capital, with RMB.
