Newsmakers

Modern Wealth Buys $1.1 Billion Firm In Tampa Bay Area

The Firm’s Purchase Of Clearwater, Florida-Based Flaharty Asset Management Closed On Friday.

By Jeff Berman

/ 3 Jun 2026

Modern Wealth Buys $1.1 Billion Firm In Tampa Bay Area

Raymond James Picks Up $2.8 Billion Advisor Team From Commonwealth

The 12 Advisor Team Of Financial Strategies Retirement Partners In New Hampshire Joins Raymond James’ Independent Channel

By Jeff Berman

/ 2 Jun 2026

Raymond James Picks Up $2.8 Billion Advisor Team From Commonwealth

Merit Adds Execs From Edelman And Verdence

Doug Moore Joins The Firm As CFO And Sarah Mouser Is Added As Executive Vice President Of Financial Planning.

By Jeff Berman

/ 27 May 2026

Merit Adds Execs From Edelman And Verdence

Ex-Wells Fargo Advisor Team With Over $3 Billion In AUM Launches RIA In Florida

Jacksonville-Based Gryphon Wealth Selected TradePMR As Its Custodial, Tech And Service Support Provider.

By Jeff Berman

/ 22 May 2026

Ex-Wells Fargo Advisor Team With Over $3 Billion In AUM Launches RIA In Florida

Bluespring Buys $1.1 Billion New Jersey Kestra Affiliate

The Addition Of Morristown-Based Synthesis Wealth Planning Expands The Kestra Subsidiary’s Footprint With Offices In New Jersey And Florida.

By Jeff Berman

/ 21 May 2026

Bluespring Buys $1.1 Billion New Jersey Kestra Affiliate

Ascentis Wealth Management Adds $160 Million Virgin Islands Advisor

Uszenski Joins Ascentis As An Equity Partner

By WSR Newsroom

/ 20 May 2026

Ascentis Wealth Management Adds $160 Million Virgin Islands Advisor

Corient To Buy $7.8 Billion Oklahoma RIA

The Acquisition Of Tulsa-Based Capital Advisors Will Give Corient Its First Oklahoma Office

By Jeff Berman

/ 14 May 2026

Corient To Buy $7.8 Billion Oklahoma RIA

$1.2 Billion Team Leaves Raymond James To Launch Independent Firm With Concurrent

The Addition Of Houston-Based TAVO Wealth Boosts The RIA’s AUM To More Than $20 Billion.

By Jeff Berman

/ 13 May 2026

$1.2 Billion Team Leaves Raymond James To Launch Independent Firm With Concurrent

Steward Partners Adds Nearly $1 Billion In Client Assets With Two Acquisitions

The RIA Picked Up Wisdom Rock Financial Advisory Group In New York From Ameriprise And RIA Jazz Wealth In Florida.

By Jeff Berman

/ 8 May 2026

Steward Partners Adds Nearly $1 Billion In Client Assets With Two Acquisitions

Sowell Management Partners With Merchant To Launch Equity Program

Newly Launched Advisor Partnership Program Provides Equity Participation Opportunities For Advisors. Merchant To Fund The Program And Support Sowell Management’s M&A Strategy.

By WSR Newsroom

/ 6 May 2026

Sowell Management Partners With Merchant To Launch Equity Program

Merit Expands Pacific Northwest Presence With Acquisition Of $420 Million Seattle Firm

The Purchase Of Wealth Management Firm Pradel Financial Group Was Finalized On April 24, Merit Says.

By Jeff Berman

/ 5 May 2026

Merit Expands Pacific Northwest Presence With Acquisition Of $420 Million Seattle Firm

Iron North Private Wealth Joins Sanctuary Wealth From UBS

$350 Million Wirehouse Breakaway Team Is Sanctuary’s First Partner Firm In Idaho

By WSR Newsroom

/ 4 May 2026

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