Newsmakers

Mariner To Add $1.7 Billion In AUA After Buying Arizona And New York RIAs

Separately, Mariner Institutional To Add $5 Billion In AUA With Acquisition Of Southeastern Advisory Services.

By Jeff Berman

/ 22 Aug 2025

Marty Bicknell, CEO and President, Mariner

Cresset Acquires Denver Consulting Firm; Combined Assets Near $200 Billion

Family Office Cresset To Combines With Monticello Associates By Year End.

By Jeff Berman

/ 20 Aug 2025

Avy Stein, Founder and Co-Chairman, Cresset

Sanctuary Wealth Recruits $1.2 Billion UHNW UBS Breakaway

Dial Square Private Wealth Launches In Orange County, California

By Michael Madden

/ 18 Aug 2025

Corient Buys $1.5 Billion Raymond James Advisor Team In Dallas

The Acquisition Of Messick Peacock & Associates Expands Corient’s Footprint In U.S. Southwest.

By Jeff Berman

/ 15 Aug 2025

Kurt MacAlpine, Partner and CEO, Corient

Osaic Adds $840 Million Credit Union To Its Institutions Channel

Osaic Recruits Minneapolis-Based Blaze Credit Union That Formed In 2024 Through Spire And Hiway Credit Unions Merger.

By Jeff Berman

/ 12 Aug 2025

Stephen Amarante, Executive Vice President, Osaic Institutions

CAIS Teams With Solactive To Launch Private Credit BDC Index

The CAIS Private Credit BDC Index (CAISCRED) Was Designed To Provide A Transparent Benchmark For Private Credit Exposure.

By Jeff Berman

/ 8 Aug 2025

Neil Blundell, Chief Investment Officer, CAIS Advisors

Larry Roth’s RLR Rebrands As Ascentix, Launches Growth Network

Growth-Focused Network Of Consultancies Covers M&A, Technology, Growth Planning, Finance, Compliance And Supervision, Brand Elevation And Communications

By WSR Newsroom

/ 7 Aug 2025

Larry Roth, CEO, Wealth Solutions Report

Arax Buys $1 Billion Missouri RIA

Arax Further Expands Midwest Footprint With Purchase Of Chesterfield, Missouri-Based Summit Wealth Strategies.

By Jeff Berman

/ 6 Aug 2025

Haig Ariyan, CEO, Arax Investment Partners

Sanctuary Partner mFORCE Adds $400 Million Team From Truist

Fossil Rock Private Wealth Raises mFORCE Assets To $2.3 Billion

By James Miller

/ 6 Aug 2025

Larry Milton, Founder, Fossil Rock Private Wealth, and Co-Founder, mFORCE Capital

LPL Hires Ex-McKinsey Partner As New HR Head

LPL Names Emily Field Its Chief People Officer And Group Managing Director

By Jeff Berman

/ 5 Aug 2025

Emily Field, Chief People Officer and Group Managing Director, LPL Financial

Mercer Expands In Florida With Purchase Of $1.2 Billion Advisory Firm

Mercer Advisors Adds Naples-Based Family Wealth Planning Group And Affiliate Family Wealth Tax Advisory.

By Jeff Berman

/ 1 Aug 2025

Choreo Names Keith Kotfica Chief Growth Officer

Kotfica Tapped To Help Lead Firm’s CPA Referral Program

By James Miller

/ 1 Aug 2025

Keith Kotfica, Chief Growth Officer, Choreo

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