Newsmakers

Genesis Wealth Surpasses $2.5 Billion AUM Milestone

Firm Said It’s Growing Both Organically And Inorganically, With A Supported Independence Model Drawing Bank-Based Advisors

By Michael Madden

/ 19 Nov 2025

Genesis Wealth Surpasses $2.5 Billion AUM Milestone

Merit Adds Execs From Osaic And Commonwealth

Alex Hansen Joins The Firm As Chief Advisor Success Officer And Brian Brashaw Is Added As Vice President Of Employer Plan Solutions.

By Jeff Berman

/ 17 Nov 2025

Merit Adds Execs From Osaic And Commonwealth

Former $6 Billion UBS Team Goes Independent With RIA Launch

71 West Capital Partners Launched By Co-Founders Denis Cleary And Greg Devine As A Full-Service Independent RIA

By James Miller

/ 17 Nov 2025

Former $6 Billion UBS Team Goes Independent With RIA Launch

VestGen Partners With Athlete Collective To Launch New Practice Area

New Practice Serves Professional, College, High School And Former Professional Athletes And Their Families

By Michael Madden

/ 14 Nov 2025

VestGen Partners With Athlete Collective To Launch New Practice Area

Mercer Deepens Tax Capabilities With Latest Acquisition

Mercer Bought Southern California-Based Tax Firm Beach Freeman Lim & Cleland In A Transaction That Closed Oct. 31.

By Jeff Berman

/ 12 Nov 2025

Mercer Deepens Tax Capabilities With Latest Acquisition

World Investment Advisors Onboards TCG Wealth Management

Acquisition Of $140 Million New Hampshire-Based Firm Expands World’s New England Footprint

By Janeesa Hollingshead

/ 10 Nov 2025

World Investment Advisors Onboards TCG Wealth Management

Trilogy Hires Hayley Henningsen As Vice President Of Business Development

Henningsen To Help Increase Inorganic Growth

By Janeesa Hollingshead

/ 5 Nov 2025

Trilogy Hires Hayley Henningsen As Vice President Of Business Development

Sanctuary Wealth Recruits Atlanta-Based MartinWright Advisory

Co-Founders Bradley Martin And Margaret Wright Managed $4.5 Billion In Assets At Their Previous Firms

By Michael Madden

/ 4 Nov 2025

Sanctuary Wealth Recruits Atlanta-Based MartinWright Advisory

OnePoint BFG Wealth Acquires $2 Billion Chicago-Area Advisory Firm

Rise Growth-Backed OnePoint Now Advises On $15 Billion In Client Assets

By Jeff Berman

/ 28 Oct 2025

OnePoint BFG Wealth Acquires $2 Billion Chicago-Area Advisory Firm

Sowell Partners With Rayliant To Expand OCIO Offering

Rayliant Founder, Jason Hsu, To Take On Additional Role As Sowell Management’s Chief Investment Strategist

By Michael Madden

/ 21 Oct 2025

Sowell Partners With Rayliant To Expand OCIO Offering

NorthRock Buys $2.7 Billion California Advisor Team

The Firm’s Purchase Of WGG Wealth Partners Strengthens NorthRock’s California Presence And Expands The Reach Of Its Personal Office Model.

By Jeff Berman

/ 15 Oct 2025

NorthRock Buys $2.7 Billion California Advisor Team

Prudential Advisors Establishes New Offices In New York And New Jersey

New Offices In Rockefeller Center And Bell Works Intended To Attract New Advisors

By Michael Madden

/ 15 Oct 2025

Prudential Advisors Establishes New Offices In New York And New Jersey

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