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DeVoe Q3 Report: RIAs South of $500M AUM Nearly Half of 2022 Deals

As a years-long record-breaking growth streak in M&A begins to slow, smaller RIAs are stepping up.

United statesDavid devoeDave bartonRaj bhattacharyyaBoenning scattergoodRobertson stephensBrian parkerMark tibergienScott slaterDevoe companyWealth partners capital groupRepublic capital group partner peter nesvoldIntegrity marketing groupDevoe coWealth enhancement groupSan francisco based

Strategic Planning for 2023: Think What Not Why

The conversation shouldn’t be about “How are we going to get more?” it needs to be, “What do we want more of?”

Mark tibergienYogi berraDevoe companySuccession summit

Mercer Advisors Acquires Goldstein Munger + Associates, Inc Expanding Mercer Advisors California Presence

/PRNewswire/ Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Goldstein.

United statesGoldstein mungerDave bartonRobertg mungerChris tofalliDavid bartonRichardm goldsteinRm goldstein accountancy corporationChris tofalli public relationsMercer global advisors incInvestments wealth instituteCertified financial planner board of standards incExchange commissionGoldsteinenright financial advisers incMercer advisors incDevoe company

Mercer Advisors Buys $1B AUM Goldstein Munger + Associates

Mercer's California-based addition adds to a string of 14 deals so far this year for the $38 billion AUM RIA.

Robert mungerGoldstein mungerDavid devoeRichard goldsteinDavid bartonRm goldstein accountancy corporationDevoe companyMercer global advisorsSan ramonGoldstein accountancy corporationGoldsteinenright financial advisersMercer advisorsSan francisco bay areaDenver based mercer global advisorsDenver based mercerOak hill capital

EP Wealth Advisors Acquires Minot Wealth Management

$1 billion AUM acquisition establishes presence on the East Coast, marks significant milestone in EP’s national expansion.

United statesBrian mulveyPatrick donovanBrian parkerPatrick goshtigianNick treppDevoe companyCoulston financial services san francisco bay areaJp morganCharles schwabEast coastMinot wealthWealth managementManaging director brian parkerSuccession summitBerkshire partners

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