RIA Edge

Daniel Murphy and his team left Wells Fargo to establish Great Lakes Private Wealth with capital, resources and technology support from Summit.

Schwab-backed Dynasty is now offering M&A advice and financial support to firms outside its network.

The veteran executive will work to consolidate, standardize and scale the West Coast RIA.

With $2 billion in advised assets and a niche serving tech entrepreneurs, Austin-based Brainard will help Pathstone become a national brand for ultra-high-net-worth clients.

Parsec brings about $3.8 billion in AUM, raising Modera's assets to $10.5 billion and creating one of the largest RIAs on the East Coast.

The Cynosure Group's plans to build an RIA for wealthy clients got a fortuitous boost in the wake of Silicon Valley Bank’s downfall, even as its chairman has come under scrutiny for his role in the collapse.