Wealth Nabs News Today

Falcon Wealth Nabs a Top Advisor Place on Advisor Hub’s 50 RIAs to Watch list.

Earlier in the week, Wealth Enhancement Group agreed to purchase Pillar Pacifica Capital Management, a San Marino, Calif.-based firm with $1.6 billion in AUM. WEG’s AUM will increase to $30.2 billion once the deal closes. Creative Planning, an RIA consolidator with $76 billion in AUM picked up a new business line and client service: Business valuations. The firm, Castle Wealth Advisors, offers wealth management and business valuations for business owner clients looking to sell. Castle mana...