Concorde Adds $110 Million Texas RIA Grace Capital

August 3, 2026

$1.76B Wells Fargo Advisors Team Joins Carson Group

July 29, 2026

LPL Recruits $1.7B in Adviser Team Assets From Kestra, Northwestern Mutual

May 26, 2026

Carson Group Adds $534M in AUM With Midwest, Southwest Expansions

April 8, 2026

Northwestern Mutual Private Client Group Socium Advisors Acquires $1.6B Amplify Wealth Partners

April 3, 2026

Savant Wealth Management Adds $6 Billion Exencial Wealth Advisors

April 2, 2026

Carson Wealth Acquires $245M Nebraska Firm Formerly With LPL

March 11, 2026

Carson Group Acquires $635M California RIA Applied Financial Planning

March 2, 2026

$750M AUM Ryan Financial Group Joins Cetera Amid Commonwealth-LPL Merger

February 5, 2026

Kestra Financial Appoints Head of Advanced Planning, Announces Tech Partnership

January 21, 2026

Forum Investment Group Unveils Real Estate Exchange Strategy for 1031 Investors

January 20, 2026

$280M-Asset, Ex-UBS Adviser Affiliates With LPL’s Linsco Channel

December 22, 2025

LPL-Affiliated Genesis Wealth Adds $2.5 Billion in AUM Through Bank Adviser Recruiting

November 18, 2025

Ex-Northwestern Mutual Firm With $1.8B in Assets Joins Cetera

October 16, 2025

Carson Group Launches Private Client Services to Enhance HNW Client Experience

August 12, 2025

Carson Adds Penn. $353M-Asset Firm, Its 30th Wholly Owned Office

August 4, 2025

Senate Finance Committee Bill Includes Win for OZs but Differs From House on SALT and QBI Provisions

June 17, 2025

Bluespring Acquires SilverStar, Executes LifeBridge Merger to Create $1.4B AUM Firm

June 12, 2025

Employee-Owned Coldstream Acquires $2B Oregon-based Cable Hill Partners

June 3, 2025

Linsco by LPL Financial Adds Another SoCal Adviser, Formerly With Merrill

May 30, 2025