Concorde Adds $110 Million Texas RIA Grace Capital

August 3, 2026

Tungsten Wealth Moves $320M From LPL Financial to Carson Group’s Independent Channel

May 28, 2026

Five Questions for Amy Arnold, Concorde’s Chief Due Diligence Officer

November 16, 2025

Sponsored: 10/31 Day – Turning 1031 Challenges Into Tax-Efficient Opportunities

November 2, 2025

Georgia Adviser Pair With $400M in Assets Joins LPL’s Linsco Channel

February 25, 2025

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

November 26, 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

Former Osaic Jersey Firm With $1 Billion in Assets Joins LPL Financial

July 24, 2024

Ex-Ameriprise Vet Adviser Joins LPL, Rebrands Private Wealth Firm

July 9, 2024

Perigon Wealth Management Acquires NY-Based Firm Formerly With Commonwealth

July 1, 2024

ADISA Video: How to Allocate to Alternative Investments

April 29, 2024

LPL Financial Enhances High-Net Worth Services, Nixes Investable Asset Minimum

February 21, 2024

Advisor Group’s Royal Alliance Recruits $975 Million Super OSJ

November 4, 2020

Advisor Group’s Royal Alliance Recruits Former ProEquities Team

October 16, 2020

Mercer Advisors Buys Colorado RIA in Latest Acquisition

August 7, 2020

Mercer Advisors Continues Buying Spree with $910 Million RIA Acquisition

July 10, 2020

Mercer Advisors Buys $660 Million RIA

July 2, 2020

Mercer Advisors Buys Los Angeles-Based RIA

July 1, 2020