Newsmakers

Ex-UBS Advisor Team With $3.6 Billion In Assets Starts RIA In Texas

Cleros Wealth Partners Has Been Created In Fort Worth With Help From Elevation Point, Which Takes A Minority Stake

By Jeff Berman

/ 5 Nov 2026

Ex-UBS Advisor Team With $3.6 Billion In Assets Starts RIA In Texas

Carson Buys Georgia RIA With $1.6 Billion In Assets

Marietta Wealth Management Is Carson’s 22nd Acquisition This Year

By Jeff Berman

/ 4 Nov 2026

Carson Buys Georgia RIA With $1.6 Billion In Assets

CAPTRUST Adds About $1.1 Billion In Assets By Buying Washington RIA

The Purchase Of Pacific Sage Partners Expands CAPTRUST’s Footprint In The Pacific Northwest.

By Jeff Berman

/ 30 Oct 2026

CAPTRUST Adds About $1.1 Billion In Assets By Buying Washington RIA

Advisors Are Driving Meaningful Change Beyond Their Firms With Charitable Work

In A Webinar, Invest In Others And FSI Explain How Community Involvement Can Shape Advisors’ Careers

By Jeff Berman

/ 26 Oct 2026

Advisors Are Driving Meaningful Change Beyond Their Firms With Charitable Work

AmeriFlex Recruits 17 Advisors Representing Over $1.4 Billion In Client Assets

Hybrid RIA’s Third-Quarter Recruiting Puts It On Track To Exceed Its Annual Growth Goal By Nearly $2 Billion

By WSR Newsroom

/ 22 Oct 2026

AmeriFlex Recruits 17 Advisors Representing Over $1.4 Billion In Client Assets

Beacon Pointe Acquires Three RIAs Managing $1.35 Billion

Acquisitions Of WorthPointe, Silver Lake Capital Partners And R Meier Wealth Management Add To Beacon Pointe Presence In Texas, California And Wisconsin.

By Jeff Berman

/ 21 Oct 2026

Beacon Pointe Acquires Three RIAs Managing $1.35 Billion

Osaic Recruits $2.3 Billion New Jersey Firm From LPL

ICG next Joins Osaic’s Network With 21 Advisors, Office In New York

By Jeff Berman

/ 20 Oct 2026

Osaic Recruits $2.3 Billion New Jersey Firm From LPL

Sowell Management Names CIO And Launches Investment Office

Scott Dooley Will Lead The Office Of The CIO, Bringing Together Research, Portfolio Construction And Advisor Consulting

By WSR Newsroom

/ 20 Oct 2026

Sowell Management Names CIO And Launches Investment Office

Perennial Launches With Over $500 Million In Client Assets

Eight Founding Partners Affiliate With Integrated Partners

By WSR Newsroom

/ 15 Oct 2026

Perennial Launches With Over $500 Million In Client Assets

Sammons Introduces Criterion Wealth Advisory Brand

Beacon Capital Management, NorthRock Partners And Wealthcare Have More Than $27 Billion In Combined Assets Under Management Or Advisement

By Jeff Berman

/ 14 Oct 2026

Trilogy Capital Acquires $1 Billion Aviation-Focused RIA

Mountain Capital Deal Gives Trilogy An 11th Office And A Second Colorado Location

By WSR Newsroom

/ 13 Oct 2026

Trilogy Capital Acquires $1 Billion Aviation-Focused RIA

Ascentix Partners With PureFacts On Revenue Optimization

Firms Aim To Help Wealth Management Enterprises Improve Pricing, Billing, Advisor Compensation And Practice Management

By WSR Newsroom

/ 9 Oct 2026

Ascentix Partners With PureFacts On Revenue Optimization

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