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Advisory M&A | PLANADVISER

Published: January 9, 2023

Alera buys Ascent Group, adds $2.8B in AUM; Heffernan snags Utah-based insurer; Marsh McLennan acquires HMS Insurance Associates; and more.

Source: planadviser.com

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2023 Kicks Off with Several RIA M&A Announcements

Published: January 6, 2023

Deals from Prime Capital Investment Advisors, Carnegie Investment Counsel, Parallel Advisors, EP Wealth and more ended 2022 and kicked of 2023.

Source: wealthmanagement.com

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New YorkUnited StatesNew HampshirePatrick Goshtigian ScottGlenn SpencerNick StonningtonKarl HeckenbergJeff BurchAmyn MooljiJohn LangstonNick TreppScott UphamWes CreeseErik ChristmanAdam BirenbaumLos AngelesPeter RaimondiSincap GroupRepublic Capital GroupWealth Partners Capital GroupFinancial ServicesStonnington GroupCapital Investment Advisors AcquiresCapital Investment AdvisorsSouthern California