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Savant acquires $1.5B RIA Domani Wealth | Financial Planning

Central Pennsylvania-based Domani Wealth sought a partner that could provide more resources to its clients and its 23-person team.

Pennsylvania
United-states
Thomas-williams
Angela-berkosky
Michael-dinan
Scott-michael
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Brent-brodeski
Jennifer-hill
John-langston
Kenneth-eshleman
Angie-stephenson

Savant Wealth closes in on $20 billion with fourth acquisition of the year

Savant Wealth has notched its fourth deal of the year with the purchase of Domani Wealth, a $1.53 billion RIA in central Pennsylvania.

Pennsylvania
United-states
Brent-brodeski
Savant-wealth-management
Domani-wealth
Chief-executive-brent-brodeski

RIA Roundup: Jurika, Mills & Keifer Joins Cerity Partners

More than $6.6B in assets was transacted this week, two new firms were launched, an investment bank opened, and firms filled key positions.

South-carolina
United-states
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Texas
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Iowa
New-york
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Focus Posts Net Loss in First Quarter, As It Readies for Sale

Focus Financial Partners posted a net loss and lower-than-expected revenues during the first quarter.

Jim-shanahan
John-furey
Marty-bicknell
Brent-brodeski
Rudy-adolf
Focus-financial-partners
Financial-partners
Advisor-growth-strategies
Managing-partner-john-furey
Mariner-wealth
Savant-wealth

Lumiant secures $5.2m seed funding

Lumiant has closed another seed funding round totaling $5.2 million amid plans to strengthen its US presence and build out a mobile advice solution.

Brent-brodeski
David-stephen
Invest-blue
Savant-wealth-management
Phil-pilgrim
Santiago-burridge

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