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Search the network’s Firm & Fund Lookup- Truist Wealth
Named interim co-heads after leadership departures and moves.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Silvercrest Asset Management Group
Reported a $939.2 million Q3 decline in discretionary AUM to $23.8 billion.
Silvercrest discretionary AUM falls $939 million in Q3 - Franklin Templeton
Expanded RIA distribution team from 13 to 18 with five sales hires since Oct. 1
Franklin Templeton adds five RIA salespeople, taking team to 18 - Envestnet
Says no forced Vestmark client migrations; deal expected in Q4
Envestnet says no forced Vestmark migrations after deal closes - Blue Horizon Equity
Blue Horizon Equity, launched on Cetera Financial's Blueprint RIA platform
Non-wirehouse employee firms won 15 of 38 $1B-plus team moves - Cetera Financial Group
Its Blueprint RIA platform hosted Blue Horizon's launch
Non-wirehouse employee firms won 15 of 38 $1B-plus team moves - Merrill
Took three teams worth at least $15.4 billion in assets
Non-wirehouse employee firms won 15 of 38 $1B-plus team moves - Reeg Private Wealth
Reeg Private Wealth, a former Baird team with more than $1.4 billion in client assets that joined Xcelsior…
Non-wirehouse employee firms won 15 of 38 $1B-plus team moves - Winthrop & Co.
Compiled analysis of 38 $1B-plus advisor team moves
Non-wirehouse employee firms won 15 of 38 $1B-plus team moves - Xcelsior Advisor Partners
Reeg Private Wealth, a former Baird team with more than $1.4 billion in client assets that joined Xcelsior…
Non-wirehouse employee firms won 15 of 38 $1B-plus team moves - Allocate
a private markets technology platform that reports $5.8 billion on its platform
Savvy Wealth opens pre-IPO private markets program to advisors - Savvy Wealth
Launched a private markets program for qualified-purchaser clients
Savvy Wealth opens pre-IPO private markets program to advisors - Allspring
Will place active strategies inside Vestmark's rebalancing platform.
Allspring and Vestmark build tax-aware models as BetaNXT adds Pave - Anchor Financial Partners
a team reporting about $525 million in advisory, brokerage and retirement plan assets, moved from…
LPL adds $525M Anchor Financial Partners team from Northwestern Mutual - Northwestern Mutual
a team reporting about $525 million in advisory, brokerage and retirement plan assets, moved from…
LPL adds $525M Anchor Financial Partners team from Northwestern Mutual - SP Funds ETFs
Credited with driving asset growth through investor adoption
SP Wealth Group tops $5 billion in assets - SP Wealth Group
Surpassed $5 billion in assets under management, up from $3 billion
SP Wealth Group tops $5 billion in assets - BlackRock
Its 2026 study found women plan advisor switches over unmet tax needs.
Over 1 in 4 advised women plan to switch over taxes - Citi Private Alternatives
Citizens lifted an $880M team from Citi Private Alternatives
Citizens Private Wealth adds $3.28 billion via three liftouts - Comerica Bank
Citizens lifted Chris Illiano and Matt Webber and $1.2B from Comerica Bank
Citizens Private Wealth adds $3.28 billion via three liftouts - Captrust Financial Advisors
Acquired Pacific Sage Partners, adding about $1.1B in client assets.
CAPTRUST buys $1.1B Washington RIA Pacific Sage Partners - Carr Butterfield LLP
Served as legal counsel on Pacific Sage's sale to CAPTRUST.
CAPTRUST buys $1.1B Washington RIA Pacific Sage Partners - Pacific Sage Partners
Sold to CAPTRUST with about $1.1B in client assets and eight staff.
CAPTRUST buys $1.1B Washington RIA Pacific Sage Partners - Wealth Management Consulting
Served as fiduciary adviser to Pacific Sage on the CAPTRUST transaction.
CAPTRUST buys $1.1B Washington RIA Pacific Sage Partners - Pershing
Custody platform where advisors can access TCW's TPAY fund
TCW's TPAY asset-backed fund nears $600 million in AUM
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