Savant Wealth Management Adds $542M Firm, Expanding New York Footprint

September 1, 2026

ExchangeRight Fully Subscribes $90.67M Net-Leased Portfolio 73 DST

July 15, 2026

PGIM Real Estate Fund Completes 10th Acquisition With $73.5M Bronx Housing Purchase

May 21, 2026

Long Island-Based $1.5B Firm Transitions to Osaic’s W-2 Channel

May 1, 2026

Ex-Osaic Adviser Joins LPL Financial, Bringing $260M in Assets

April 29, 2026

Cove Capital Fully Subscribes $27.7M DST, Launches $12.1M Alabama Industrial Offering

April 29, 2026

Savant Wealth Management Adds $6 Billion Exencial Wealth Advisors

April 2, 2026

$1 Billion Ex-Ameriprise Financial Team Affiliates With NewEdge Advisors

February 25, 2026

ExchangeRight Fully Subscribes $38.1M Essential Income 5 DST

February 25, 2026

Former UBS, Cetera, and Edward Jones Advisers Affiliate With $14 Billion Ameriprise Advisory

December 11, 2025

Arkadios Capital Adds $700M Team Formerly With Commonwealth Financial

November 13, 2025

LPL Financial Lures $1.3B Team Formerly With Northwestern Mutual

September 25, 2025

Mariner Acquires Pair of Firms Combining for $1.7 Billion in AUA

August 21, 2025

LPL Financial Adds $270 Million-Asset Adviser Team From Ameriprise

August 19, 2025

J.P. Morgan REIT Secures Loans for Up to $1B and Completes $300M in Acquisitions

July 17, 2025

Cove Capital Launches Five-Asset $27.69M Offering for 1031 Exchange Investors

July 1, 2025

Commonwealth Adds $1.5B Upstate N.Y.-Based Angelo Planning Group

June 11, 2025

SEC Charges Former Adviser With ‘Egregious’ Fraud in Nearly $22 Million Scheme

May 2, 2025

LPL Financial Adds Former Osaic Team With $350 Million

April 25, 2025

Cetera Wealth Partners Adds N.Y.-Based Team With $250 Million in AUA

February 5, 2025