Mercer Advisors Acquires RIA with AUM of $1 Billion

October 5, 2022

Bodnar Financial Advisors Joins LPL from Cambridge

October 4, 2022

EP Wealth Advisors Expands to East Coast with Acquisition of $1.1 Billion RIA

September 29, 2022

LPL Financial Adds Former Altruist Executive to Management Team

September 28, 2022

Vero Wealth Management Joins Linsco by LPL Financial

September 27, 2022

Wealth Enhancement Group Adds Hybrid RIA with $663 Million in Client Assets

September 13, 2022

Perigon Merges with PM Wealth Management, Forms Strategic Alliance with Prager Metis

September 9, 2022

Cetera Recruits $140 Million Team from Commonwealth

September 7, 2022

Advisor Group’s SagePoint Financial Recruits Team with $203 Million in Client Assets

August 31, 2022

LPL Financial Hires EVP of Corporate Strategy and New Ventures

August 11, 2022

LPL Financial Reports 2Q22 Results, Decrease in Advisory and Brokerage Assets

August 4, 2022

Captrust to Buy $4 Billion Midwest RIA

July 28, 2022

Carson Group Hires Former LPL Exec as Chief Market Strategist

July 27, 2022

Mariner to Buy $26 Billion LPL Affiliate

July 20, 2022

LPL Financial to Buy $5 Billion Firm

July 11, 2022

Wealth Enhancement Group to Buy $574 Million RIA

June 30, 2022

Advisor Group to Buy $40 Billion Independent Broker-Dealer

June 23, 2022

LPL Financial Recruits Ex-Wells Fargo Team

June 21, 2022

Coldstream Hires Former Charles Schwab Director as Chief Revenue Officer

June 17, 2022

LPL Financial Launches New Program to Serve Affluent Market

June 16, 2022