Focus "hub” firm Kovitz is buying a partner affiliate in Chicago, while Creative Planning scoops up a Texas team.

With the deal, EP grows its assets by nearly $1.2 billion in Central California.

Vincita Investment Partners is the latest firm to join Sanctuary’s “partnered independence” model.

Ahluwalia, an executive at Hightower's private equity investor Thomas H. Lee Partners, will serve as president, while Bob Oros continues in his role as chairman and CEO of the company.

Indianapolis-based Mindset Wealth Management is the latest to join the $12.5 billion service platform.

Michael Woocher left AllianceBernstein’s private wealth unit after nine years to become chief advisory officer for HB.

AlTi Global does 1st deal after taking on growth-minded investment partners Constellation Wealth Capital and Allianz.

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.