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RIA M&A Roundup: Hightower Picks Up $2.5B Partner Firm in Orlando

Published: November 10, 2023

Hightower, Robertson Stephens, Wealth Enhancement Group, Hub International and Sikitch all announced M&A deals this week.

Source: wealthmanagement.com

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RIA Roundup: Marrella Private Wealth Launches as Independent RIA

Published: October 4, 2023

Family firm leaves Raymond James to launch independent RIA, Edelman Financial picks up $225M firm in 1st deal of year, and 7 other deals announced this week.

Source: wealthmanagement.com

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United StatesSan Francisco BayNew YorkNew JerseySankt PeterburgEddie CarlisleErich YostDoug MuenzenmayBrian PuckettJoe DelaneyRoberston StephensJulius RidgwaySamuel MarrellaRobertson StephensPaul MarrellaDan SeivertSam MarrellaHerrmann CookeRaymond JamesSuzanne Van StaverenWealth Partners Capital GroupEdelman Financial ServicesRaymond James Financial ServicesUniversity Of DelawareMarrella Financial Group In Wyomissing