LaSalle Takes Chicago Firm From Atria

James Miller, Contributing Editor & Research Analyst, Wealth Solutions Report

LaSalle St. Recruits $550 Million Horwitz & Associates

LaSalle St. announced that Horwitz & Associates joined its network. Based in Deerfield, Illinois, Horwitz is located in close proximity to LaSalle, which is also based in the Chicago area. Previously an OSJ with Atria’s Western International, Horwitz has $550 million in client assets. It will continue to operate its RIA.

Gerald Horwitz, Founder, Horwitz & Associates

Gerald Horwitz founded the firm in 1970, which serves business owners, retirees and pre-retirees with asset and wealth management as well as financial and retirement planning. Beyond Illinois, its 13-person team has offices in Ohio, Louisiana, Arizona and Florida.

LaSalle’s CMO Mark Contey said, “Horwitz & Associates leverages multi-generational experience, and deep family connections and is a perfect fit for our network. The firm’s team has built a sustainable, scalable business with close client relationships, and we are thrilled to have the opportunity to support their current business as well as their going forward expansion.”

Mark Contey, CMO, LaSalle St

Horwitz said, “Our firm has evolved significantly over the years, and we are thrilled to start this next chapter of our growth with LaSalle St. We needed a partner who understood and respected our culture, approach and dedication to our history, that simultaneously positioned us for the future. Working with and getting to know the entire LaSalle St. team over the past many months has reinforced we made the right choice for our firm and clients.”

LaSalle has approximately $12 billion in client assets and supports over 300 financial advisors. In September, the firm partnered with Live Oak Bank. In August, it launched enhanced tech-based advisor support through a concierge service. In May, LaSalle recruited Link Financial Advisory from Securities America.

James Miller, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at ContributingEd@wealthsolutionsreport.com.

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