It's been confirmed that San Francisco private-equity firm TPG is taking a minority stake in the Overland Park, Kan.-based RIA firm...

Cerity Partners, a New York City-based independent wealth management firm, today announced that it is merging with Touchdown Ventures, a...

EP Wealth Advisors today announced that it has acquired CornerCap Investment Counsel LLC, an Atlanta-based firm with nearly $1.1 billion...

Mercer Global Advisors today announced the acquisition of Benchmark Wealth Management LLC, a financial planning and wealth management...

In July, Canadian-based asset manager CI Financial’s U.S. wealth management division Corient acquired two RIAs with nearly $6 billion in...

Sequoia Financial Group today announced that it has acquired Karpas Strategies, a Litchfield, Conn.-based independent investment manager...

Robertson Stephens Wealth Management, an independent investment advisory firm headquartered in San Francisco, is expanding its presence...

F.L. Putnam Investment Management Co. announced that it has acquired three independent RIAs that will bring in more than $1.25 billion in...