The deal marks the third for MAI since its addition of Evoke Advisors two months ago. Serial acquirer MAI Capital Management is maintaining a steady deal flow in the wake of its blockbuster Evoke Advisors acquisition two months ago.  MAI revealed on Monday that it has acquired Liberty Private Client, a Fort Myers, Fla.-based firm overseeing $245m in client assets. Specific financial terms of the deal were not disclosed, but Liberty joined MAI on Friday.  Read more... MAI acqu

The private equity-backed RIA has reeled in fellow RIAs Alderfer Bergen & Co., Moser Wealth Advisors, and Amore Ambro. Beacon Pointe...

Carson Group is adding to its Colorado presence with the acquisition of a Denver-area RIA.  The mega-RIA said Tuesday it has agreed to...

The mega-RIA has snapped up Ocean Heights Advisors in Newport Beach, Calif. and signaled its readiness to acquire and integrate other...

Dropped in the bottom of a press release issued on June 3 of 2024 about $70bn Mercer Advisors’ efforts to create an alternative investing...

Mubadala Capital, an asset management subsidiary of Abu Dhabi sovereign wealth fund Mubadala Investment Company, has agreed to take...

Asset manager Neuberger Berman has agreed to make a minority investment in mega-RIA Mariner Wealth Advisors, which oversees $245bn in...

Independent wealth management giant Hightower has agreed to acquire NEPC, an institutional investment consultancy with roughly $1.7tn in...