Falcon Wealth Planning Named Top Advisor to Watch by AdvisorHub
Falcon Wealth Nabs a Top Advisor Place on Advisor Hub’s 50 RIAs to Watch list.
Source: einnews.com
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This Week in Wealth Management M&A
Earlier in the week, Wealth Enhancement Group agreed to purchase Pillar Pacifica Capital Management, a San Marino, Calif.-based firm with $1.6 billion in AUM. WEG’s AUM will increase to $30.2 billion once the deal closes. Creative Planning, an RIA consolidator with $76 billion in AUM picked up a new business line and client service: Business valuations. The firm, Castle Wealth Advisors, offers wealth management and business valuations for business owner clients looking to sell. Castle manages $320 million in AUM. Below are more mergers, acquisitions and advisor moves you may have missed ...
Source: wealthmanagement.com