RIA Roundup: Sequoia Financial Group to Acquire M Capital Advisors

Sequoia is adding $930 million in assets, while Mercer, NewEdge Wealth and CoastalOne collectively brought in more than $1.13 billion.

Related Keywords

San Antonio ,Texas ,United States ,California ,Newport Beach ,Houston ,Englewood ,Ohio ,San Francisco ,Mount School ,Alaska ,Denver ,Colorado ,Dallas ,Edwin Barton ,Los Angeles ,Matt Cosgriff ,Coastalone Onboards ,Mauro Mastrapasqua ,Claude Koontz ,Chuck Lanza ,Kelly Maregni ,Neal Wadley ,Lucas Veldhuisjoined ,Rick Goodwin ,Michael Kramer ,Jim Coutr ,Linscomb Williams ,Jorge Bernal ,Joe Duran ,Hernaldo Rivera Jr ,Daniel Thornton ,Thomas Schultz ,Patrick Snell ,Sophie Benander ,Alexander Miles ,Terri Kallsen ,Latham Watkins ,Natasha Pfeiffer ,Frank Mastrapasqua ,Family Office Practice Expert ,Newedge Wealth Adds First Republic Team ,Mount Sinai School Of Medicine ,Cadence Bank ,Goldman Sachs ,Philanthropic Initiative ,Linscomb Williams Grows Wealth Management Team ,Single Family Office ,Sequoia Financial Group ,Mather Group ,Kingfisher ,Taco Bell ,Affinia Financial Group ,Sageview Advisory Group ,Jp Morgan ,Wealth Enhancement Group ,Fidelity Family Office Services ,Rockefeller Global Family Office ,Newedge Capital Group ,First Republic National Bank ,Invesco ,Financial Group ,Mercer Advisors ,Edge Wealth ,First Republic ,North Texas ,Wealth Management ,Goldman Sachs Personal Financial Management ,Prime Capital Investment Advisors ,United Capital ,Rise Growth ,Acquirem Capital Advisors ,Chair Frank Mastrapasqua ,Chief Portfolio Strategist Edwin Barton ,Chief Investment Officer Patrick Snell ,Portfolio Manager Claude ,Zeke Capital Advisors ,Cirrus Wealth Management ,Affinia Financial ,Advisors Acquires ,Kingfisher Capital ,Global Advisors ,Genstar Capital ,Oak Hill ,Mercer Global ,Capital Backed Newedge Wealth ,First Republic Investment Management ,Mount Sinai School ,Ladenburg Thalmann Asset Management ,Newedge Wealth ,One Onboards ,Titan Securities ,Fort Worth ,Star Wealth Advisors ,Wealth Strategies ,Integrity Capital ,Coastal Investment Advisors ,Orange Street Holdings ,View Adds Next Gen Leaders ,Chief Legal Officer ,View Advisory Group ,Creative Planning ,Adviser Investments ,Aquiline Capital Partners ,Innovest Systems ,Kanaly Trust ,Yorktown Funds ,Office Practice Expert ,Reshaping Reality ,Pathstone President Kelly Maregni ,