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The people and firms behind the headlines. Follow their coverage, explore their profiles, and see what brought them into the news.
Search the network’s Firm & Fund Lookup- Vistria Group
Agreed to buy majority stake in Curi Capital, terms undisclosed
RIA sale prices depend on client retention and deal structure - WCM
Registered an interval fund in June amid category registrations
Credit interval fund redemptions reach 79% of gross sales - Wealthcare
Placed under Criterion by Sammons, retains brand and Form ADV
RIA sale prices depend on client retention and deal structure - Wealth Partners Capital Group
Holds a stake in Curi alongside employees after Vistria deal
RIA sale prices depend on client retention and deal structure - Wealthspire
Parent of Ground Control, which bought Atlantic Swiss
RIA sale prices depend on client retention and deal structure - XYPN
Had 110 firms working toward registration; 370+ advisors added in 2026
RIA sale prices depend on client retention and deal structure - F2 Strategy
Conducted survey showing improved organic growth among 30 wealth firms
F2 survey: 17% of wealth firms ask for referrals as a step - Vista Equity Partners
Partnered with Cerulli on the 68-firm AI maturity study
RIA AI maturity tracks governance structure, not tech spend - Alpha Edison Management Company, LLC
Appeared on the SEC adviser list with $738M in reported assets.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Avivar Advisors
Changed its name from Avivar Capital, LLC in a Form ADV filing.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Axim Planning & Wealth
Reported an $87.9M asset decline, a 69% drop, in its latest filing.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Beau Morgan Advisors
Reported a $270M asset gain, a 34% increase, in its latest filing.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Bollin Wealth Management, LLC
Appeared on the SEC adviser list with $153M in reported assets.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Boundary Creek Advisors LP
Was no longer listed after last reporting $49.8M in assets.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Brave New Wealth
Appeared on the SEC adviser list with $131M in reported assets.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Brighthaven Financial Advisors
Appeared on the SEC adviser list with $107M in reported assets.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Camerata Capital
Changed its name from CMK Partners, LLC in a Form ADV filing.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Cannon Global Investment Management, LLC
Was no longer listed after last reporting $92.9M in assets.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Carapace Financial Advisors LLC
Appeared on the SEC adviser list with $106M in reported assets.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Evolution Vision Wealth Management
Was no longer listed after last reporting $65.4M in assets.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Ferghana Investment Partners, LP
Reported a $122M asset gain, a 122% increase, in its latest filing.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - First Security Investment Management, Inc.
Changed its name from Financial Management, Inc. in a Form ADV filing.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Founders Family Office
Reported a $288M asset gain, a 26% increase, in its latest filing.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - Fundsmith Partners US LLC
Reported a $587M asset gain, a 135% increase, in its latest filing.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave - GK Private Investment LLC
Appeared on the SEC adviser list with $10.8M in reported assets.
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave
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Rankings count distinct stories published by Private Wealth Daily in the selected period. Repeat versions of the same story count once. Ties go to the most recent coverage. Firms includes named funds.
Descriptions are grounded in the linked article and checked against its supporting text. Affiliations appear only when explicitly stated in that article; they describe the relationship reported at that time. Source credits and incidental references are excluded. Profiles may include reporting from across the Daily Network.
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