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Edelman buys $425M Oklahoma City RIA

Edelman Financial Engines has acquired Oklahoma City-based Align Wealth Management, an RIA that manages $425 million, Edelman announced.

United statesSankt peterburgSam bankmanBrian puckettDennis packardEdelman financial enginesAlign wealth managementErman retirement advisoryCooke wealth managementFinancial engines

Edelman Financial Engines Acquires $490M RIA Herrmann & Cooke

Edelman expands advisor network in Northern California market as firm “selectively” accelerates inorganic growth.

United statesDavid herrmannHerrmann cookeEdelman financial enginesCooke wealth managementSmart investorNorthern californiaWashington based viridian advisorsVan de looBay area

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