Consolidation may be a prevailing industry trend. But the founders of a Chicago-based RIA see no reason to join a large ...

Peter Sacripanti, chairman of the new RIA, looks to the generational wealth transfer estimated in the range of $70 to $80 ...

Large, well-heeled buyers of multiple registered investment advisors, routinely call consolidators or aggregators, have made ...

“Although one shouldn’t read too much into a single month of data,” David DeVoe, founder and CEO of DeVoe & Company, said in a statement, “the surge in October’s RIA M&A activity is a ...

The RIA industry recorded the highest monthly volume on record for M&A deals, which DeVoe & Company attributed to firms’ ...

How do I know I can trust these reviews about Ria Financial Services ... called them 4-5 times from each side but still did not get money released for pickup despite answering their all questions ...

I have been approached numerous times over the past year by RIAs owned by PE firms about selling my firm. PE is attracted to RIAs because of ...

Prior to joining the industry, he was an attorney and CPA. Related: New RIA Acquirer Comes to Market With First Deal Steven Resnik joins from The Edgewater Funds, a private equity firm where he ...

Chapel & Collins manages about $675m in assets, and Waypoint Capital Advisors manages nearly $1bn in assets for UHNW.

AlphaCore Wealth Advisory of La Jolla, Calif., has agreed to acquired All Season Financial Advisors, a Denver RIA managing about $200 million in assets for high-net-worth clients, according to a ...

Pathstone, a registered investment advisory firm that provides family-office services to ultrawealthy clients, is buying Hall Capital Partners, an RIA with a similar client base with headquarters ...

With trillions of dollars set to transfer from aging baby boomers to younger generations, a new registered investment advisor firm is launching with an eye toward helping extravagantly wealthy ...