Captrust Buys $770M Houston Firm | Wealth Management
Captrust completed nine deals last year; four of them were in the Lone Star State.
Source: wealthmanagement.com
Monroe Vos News Today : Breaking News, Live Updates & Top Stories | Vimarsana
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Top News In Monroe Vos Today - Breaking & Trending Today
RIA Roundup: Snowden Lane Passes $10B in Assets
More than $140 billion in transacted assets at RIAs was announced this week as milestones were achieved and new territory was conquered.
Source: wealthmanagement.com
Captrust acquires QA Wealth, a Minnesota firm managing $770 million
Captrust said it has acquired QA Wealth Management, an advisory firm in Minnetonka, Minnesota, that manages $770 million in client assets.
Source: investmentnews.com
CAPTRUST buys Houston RIA | Ary Rosenbaum - The Rosenbaum Law Firm P.C.
CAPTRUST announced its purchase of Monroe Vos Consulting, a Houston-based registered investment advisor (RIA) with $5.8 billion in assets. Monroe Vos provides advisory services for...
Source: jdsupra.com
RIA Roundup: Wealthspire Advisors to Acquire Heron Wealth in NYC
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.
Source: wealthmanagement.com