Sutton Advisors News Today

/PRNewswire/ -- CAPTRUST Financial Advisors (CAPTRUST) today announced the addition of Trutina Financial (Trutina). Trutina is based in Bellevue, Washington,...

New York (PRWEB) June 07, 2023 -- New York, June 7, 2023 – NFP, a leading property and casualty broker, benefits consultant, wealth manager, and retirement

One of the largest fee-only advisory firms in the country picked up a team that has grown by a factor of 9 over the past three decades.

/PRNewswire/ -- CAPTRUST Financial Advisors (CAPTRUST) today announced the addition of QA Wealth Management (QA). Based in Minnetonka, Minnesota, QA provides...

Captrust said it has acquired QA Wealth Management, an advisory firm in Minnetonka, Minnesota, that manages $770 million in client assets.

The midsize wealth management firm with 250 advisors chose to be an independent subsidiary rather than folding into a private equity firm or an RIA aggregator.

No fewer than seven M&A deals were announced this week, while three new RIAs launched on industry platforms and three key hires were made in support of growth.

Heron Wealth is a New York-based wealth advisory firm that manages approximately $300 million in assets.

Savant announces largest acquisition in its history, Snowden Adds 13th office, DayMark, Focus, Mariner, EP and Exencial all add AUM.

PCIA adds $1.75 billion team with remote wealth management capabilities OVERLAND PARK, Kan.--(BUSINESS WIRE)--Prime Capital Investment Advisors (PCIA) is pleas