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RIA Roundup: MAI Picks Up $1.4B RIA in Cincinnati

At least 10 deals, representing more than $8 billion in transacted assets, were announced this week along with a rebrand and two RIA launches.

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Ohio
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Bluespring

DIVERSIFY ADVISOR NETWORK EXPANDS AFFILIATION OPTIONS WITH THE ACQUISITION OF 3 WEALTH MANAGEMENT FIRMS, BRINGING TOTAL ASSETS TO OVER $7 BILLION

/PRNewswire/ On the heels of the recent announcement of DFPG Investments launch of the Diversify Advisor Network, the advisor-founded and advisor-led.

Utah
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Diversify Launches New W-2 Division with 3 Deals

Diversify adds more than $2 billion in AUM with the debut of its acquisitive employee model.

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David-gardner
Ken-brown
Todd-nuttal
Tim-whipple
Ryan-smith
Dan-luke
Stuart-matheson
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Diversify-advisor-network

Diversify launches wealth management partner platform with three RIAs

Diversify launches wealth management partner platform with three RIAs
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Ryan-smith
Stuart-matheson
Advisor-network
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Diversify-advisor-network
Diversify-advisory
Diversify-advisor
Diversify-wealth-management
Caliber-wealth-management
Firstpurpose-wealth

Csenge Advisory Group Passes $3B AUM Milestone

/PRNewswire/ Csenge Advisory Group (CAG) has now broken the $3B AUM mark as they continue moving towards their goal of $10B AUM in the next 5 years. This.

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Eric-caisse
Advisor-network
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Asset-management

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