Coldstream and Paracle Advisors to Merge, Creating $5.7 Billion RIA

May 5, 2021

Private Equity-Backed Mercer Advisors Buys $740 Million Firm

March 11, 2021

Mercer Buys Two RIAs with a Combined $1.6 Billion AUM

January 12, 2021

Creative Planning Buys $1.6 Billion Atlanta-Based RIA in Largest Deal Yet

September 4, 2020

Creative Planning Buys $600 Million RIA Focused on Oversees Clients

July 15, 2020

Securities America Recruits Former Questar Super-OSJ

March 13, 2019

Strategic Storage Growth Trust II Buys Sacramento Self-Storage Facility

March 6, 2019

LPL Financial Recruits Community First Investment Group

February 14, 2019

LPL Financial Adds Former Wells Fargo Firm to Platform

February 8, 2019

LPL Financial Adds Former Summit Brokerage Firm to Platform

January 31, 2019

Former Morgan Stanley Team Launches Independent RIA in New York

January 28, 2019

Two SmartStop REITs Complete Merger

January 25, 2019

LPL Financial Adds Former Kestra Team to its RIA and IBD Platforms

January 25, 2019

Strategic Storage Growth Trust Shareholders Approve Merger with Affiliated REIT

January 22, 2019

LPL Financial Recruits Wisconsin Bank Program from Raymond James

January 16, 2019

Commonwealth Adds Former Cadaret Grant Team to Platform

January 15, 2019

Strategic Storage Growth Trust Buys Self Storage Facility Near Las Vegas Beltway

November 12, 2018

LPL Recruits Former Lincoln Financial Firm with $200 Million in Client Assets

September 14, 2018