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Modern Wealth Management Adds Tax Expertise

The RIA firm acquires an Indiana-based team of 10, including 3 CPAs, and around $100M in managed assets. ....

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Modern Wealth Management Announces 4th Acquisition in 5-Month History

Modern Wealth has completed a 4th acquisition after establishing its first anchor offices just weeks after its PE-backed April launch. ....

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RIA Roundup: DayMark Wealth Partners Doubles AUM with Wells Fargo Grab

Ex-Goldman Sachs execs are joining a new RIA, Hightower's investing in a $1 billion Wash.-based RIA, and Captrust is acquiring a $538 million firm. ....

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Modern Wealth Management Buys $1.5B Barber Financial Group

New RIA from former Goldman Sachs and United Capital executives announces first acquisition, establishing anchor offices in the nation’s Midwest. ....

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Ex-Goldman and United execs launch Modern Wealth Management

The firm will compete against a growing group of rivals, but its founders expect to attract a billion-dollar advisory firm by the end of the year. ....

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