AmeriFlex Group Adds 16 Advisors, $1.9B in Q1
Waverly Advisors has added three teams and almost $2.5 billion in 2024, and Fortis Capital picked up a Chicago practice helmed by a father/daughter team.
Source: wealthmanagement.com
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RIA Roundup: Aptus Capital Advisors Buys LibertyFi
A new outsourced offering, a new RIA and a trio of deals round out Pt. 2 of this week’s roundup, featuring Aptus, DSJ, Buckingham, Atria and Krilogy.
Source: wealthmanagement.com
RIA Roundup: Rockefeller Snags 26 from Merrill Lynch
Featured in Pt.1 of this week’s roundup: Rockefeller Global Family Office, MAI Capital Management, The AmeriFlex Group and Private Advisor Group.
Source: wealthmanagement.com
The AmeriFlex Group® Celebrates Record Breaking Year, Welcoming 60 Advisors and More Than $2.75 Billion in Total Client Assets
/PRNewswire/ -- The AmeriFlex Group®, a rapidly growing, advisor-owned hybrid RIA that puts financial planning first, today celebrated the completion of a...
Source: prnewswire.com
RIA Roundup: AmeriFlex Group Adds 2 Teams, $500M AUM
Osaic-affiliated AmeriFlex has added two teams in four states and Steward Partners moved into Georgia.
Source: wealthmanagement.com