RIA Roundup: Corient Adds 3 U.S. Firms, $13.7B, in 3 Months

CI reveals latest Corient additions during earnings call, Dynamic Advisor Solutions adds 5 new teams, Integrated completes 4th acquisition, WEG staffs up.

Related Keywords

Canada , Houston , Texas , United States , San Antonio , California , Sourcepoint , New York , Bloomington , Minnesota , Arizona , Boston , Massachusetts , Phoenix , Denver , Colorado , Chicago , Illinois , Canadian , Bryan Vnakhas , Roger Nusbaum , Jay Rabins , Amy Shroff , Jeff Lesage , Jeff Engleman , Rodney Smith , Dan Novak , Bill Rice , Jim Cannon , Michelle Brownstein , Craig Erickson , Jacob Williams , Kurt Macalpine , Shelly Schell , Elizabeth Hansen , Andrew Victor , Bancwest Investment Services , Charles Schwab , Dynamic Advisor Solutions Onboards , Ferla Group On Long Island , International Securities , Dynamic Advisor Solutions , Wealth Enhancement Group , Client Development , Wealth Enhancement Group Adds New Leadership , Integrated Partners , Cerity Partners , Houston Based Avalon Advisors , Long Island , Wealth Advisors , Miami Based Corient , New York City , Advisor Solutions Onboards , Advisory Practices , Advisor Solutions , Sunamerica Securities , Anne Ward , Wisdom Wealth Management , Source Financial , Tactical Tax Wealth , Renatus Private Wealth Advisors , Autus Asset , Novak Wealth Management , Westlake Village , Western International Securities , Partners Adds , Prism Financial Strategies , Managing Partner Jeff Engleman , Creative Craig Erickson ,