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Pittsburgh-Based Firm With $440 Million in Assets Joins LPL


Pittsburgh-Based Firm With $440 Million in Assets Joins LPL
The Monteverde Group joins the independent broker/dealer and custodian from Royal Alliance, part of Advisor Group s broker/dealer network.
A Pittsburgh firm with about $440 million in managed client assets will be joining LPL Financial from Royal Alliance, part of Advisor Group’s broker/dealer network.
The Monteverde Group has eight advisors in total, serving clients throughout several states, and was founded more than 50 years ago by President and CEO James Monteverde right after he graduated college. The firm began as an insurance practice, before expanding to include wealth management, as well as financial, retirement and estate tax planning services.  ....

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The RIA Deals the Week of Jan. 11, 2021 | Wealth Management


Below are more deals that occurred this week:
Focus Financial Acquires St. Louis–Based RIA
Focus Financial Partners, a publicly traded acquirer of RIAs, said it has acquired Hill Investment Group, a St. Louis–based firm. Terms of the deal, expected to close later this quarter, were not revealed. Hill Investment Group manages close to $700 million with 12 employees, focused mostly on high-net-worth families. 
Morgan Stanley Team Departs to Form All Source Investment Management
RZ Wealth Joined Diversified Lifelong Advisors    
The combining of Wayne, Penn.–based RZ Wealth and Diversified Lifelong Advisors in Wilmington, Del., has created an RIA with $900 million in assets under management. RZ’s founder and president, Irvin W. Rosenzweig, will join Diversified’s executive and investment management teams.  ....

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