RIA Edge Roundup: $12.6B+ in Assets on the Move
In the second week of 2023, RIA M&A announcements abound with deals from Cerity Partners, Captrust and Mercer, among others.
Source: wealthmanagement.com
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CAPTRUST ADDS 60th FIRM: DANDA TROUVÉ INVESTMENT MANAGEMENT
Firm Continues Growth in the Kansas City areaRALEIGH, N.C., Nov. 3, 2022 /PRNewswire/ -- CAPTRUST Financial Advisors (CAPTRUST) today announced it...
Source: businessinsider.com
CAPTRUST BOLSTERS GREENVILLE, SC, PRESENCE WITH ADDITION OF REYNOLDS INVESTMENT MANAGEMENT
RALEIGH, N.C., Aug. 11, 2022 /PRNewswire/ -- CAPTRUST Financial Advisors (CAPTRUST) today announced the addition of Reynolds Investment Management...
Source: businessinsider.com
Captrust Adds 8-Person Team in South Carolina
The former Reynolds Investment Management will partner under the Captrust banner with a Greenville, S.C. team acquired last year.
Source: wealthmanagement.com
$4B AUM Frontier Wealth Management joins Captrust
Captrust's Rush Benton sees no slowdown in deals on the horizon, despite the lull in the economy.
Source: wealthmanagement.com