EP Wealth Advisors, a fee-only registered investment adviser and financial planning firm, has named Jorge Bernal as its chief ...

The Torrance, California-based RIA's C-suite hire brings more than 30 years' leadership experience, including at Goldman ...

The RIA aggregator's latest deal gives it a sixth New Jersey location while pushing its assets managed to $96.6 billion.

Wealth Enhancement Group, an acquisitive Minneapolis-based registered investment advisor, has acquired M&R Capital Management ...

Wealth Enhancement Group, a wealth management firm with more than $94.7 billion in client assets, acquired FinTrust Capital Advisors LLC, which ...

Our clients will benefit from the added scale and solutions while maintaining the high level of care and attention they've come to expect from us." M&R Capital Management serve ...

Modern Wealth Management ... executives from Goldman Sachs and United Capital, has made its 11th acquisition, snapping up ...

Member FINRA/SIPC. Advisory services are offered through Creative Capital Wealth Management Group. Creative Capital Wealth Management Group and Arkadios are not affiliated through any ownership ...

Christopher Ayer, a former senior vice president at Pallas Capital Advisors, will bring his expertise working with ...

Cambridge International Partners served as the exclusive financial advisor to Kiely Wealth Advisory Group. About Mercer ... and is majority owned by Oak Hill Capital, Genstar Capital, and Altas ...

Modern Wealth ... Sachs and United Capital, has made its 11th acquisition, snapping up Boise, Idaho-based Petso Financial Consultants. Petso, founded in 2001, is a fee-only advisory shop with ...