The Finance Couple Joins Osaic From LPL Through Innovative Financial Group With $204 Million in Client Assets

March 19, 2026

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

June 12, 2025

Bluespring Acquires $560 Million AUM, Louisville-Based Wealth Management Firm

February 12, 2025

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

February 5, 2025

Carson Group Acquires $1B AUM Carson Wealth Chicago

January 23, 2025

Kestra Financial Names Head of Wealth Management as Next President

January 13, 2025

Carson Group Expands Partnership With Cedar Rapids, Las Vegas Offices

January 7, 2025

Kestra Private Wealth Services Adds $427M Ohio-Based Arc Private Wealth

December 9, 2024

LPL Adds Trio of Adviser Teams Totaling $740 Million in Assets

November 26, 2024

Aspen Standard Wealth Acquires $2.8 Billion AUM Summitry

November 5, 2024

Carson Announces Acquisition Deal With Sweet Financial

October 16, 2024

LPL Financial Recruits Firms Serving Greater Than $1 Billion in Assets From Wedbush and Osaic

September 26, 2024

LPL Adds Ex-Ameriprise Team Serving $650 Million in Assets

September 16, 2024

Ex-Wells Fargo FiNet Teams Bring Over $900 Million in Assets to LPL

September 4, 2024

Two Former Osaic Firms With $1 Billion in Combined Assets Join LPL Financial

August 5, 2024

Ex-PNC Investments Team With $380 Million in Assets Joins LPL’s Momentum Wealth Partners

July 5, 2024

Mercer Acquires $5 Billion RIA

December 2, 2022

Mercer Advisors Acquires RIA with AUM of $1 Billion

October 5, 2022

Coldstream Hires Former Charles Schwab Director as Chief Revenue Officer

June 17, 2022

Coldstream to Merge with $463 Million Wealth Management Firm

September 23, 2021