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RIA Roundup: Sequoia Financial Group to Acquire M Capital Advisors
Sequoia is adding $930 million in assets, while Mercer, NewEdge Wealth and CoastalOne collectively brought in more than $1.13 billion.
San antonio
United states
Newport beach
San francisco
Mount school
Edwin barton
Los angeles
Matt cosgriff
Coastalone onboards
Mauro mastrapasqua
Claude koontz
Chuck lanza
Kelly maregni
Neal wadley
Lucas veldhuisjoined
Rick goodwin
SageView Enhances Wealth Management Leadership Team To Support Growth
/PRNewswire/ SageView Advisory Group ("SageView"), one of the nation s leading independent RIA firms, today announced it hired next-generation leaders Matt.
United states
Newport beach
Natasha pfeiffer
Los angeles
John longley
Jorge bernal
Latham watkins
Julie katsnelson
Head of wealth management advisory services
Olaf college
Wealth management services
Taco bell corp
Exchange commission
Goldman sachs
Sageview advisory group
Leadership team expansion
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