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RIA Roundup: MAI Picks Up $1 4B RIA in Cincinnati

At least 10 deals, representing more than $8 billion in transacted assets, were announced this week along with a rebrand and two RIA launches.

United statesNew yorkUnited kingdomDan palmerRick buoncoreLaird nortonMatthew tutenWarburg pincusJohn longleyEd kuresmanJim mcdermottAdam tolleBridgeport financial solutionsSageview advisory groupAdvisor networkGalway holdings

Madison Wealth Management Joins MAI Capital Management

Madison Wealth Management Joins MAI Capital Management
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United statesJim mcdermottRick buoncoreEd kuresmanCapital managementMadison wealthNorthern virginiaManaging partnerMadison wealth managementPresident jim mcdermottWealth managementManaging partner rick