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.