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Finance Notes: Wealth adviser opens downtown office

Also: Atlanta firm expands to Nashville

United statesHomrich bergFaron daugsHomrich berg nashville basedHarrison wallace financial groupCarson groupHarrison wallace financial group onIllinois based harrison wallace financial groupWallace financial groupNebraska based carson groupCalvary wealthGulch crossingWilson reece

RIA Roundup: Prospera Adds 3 Firms with $539M in Combined Assets

Following reports that RIA M&A is slowing after 2 slow months, at least 15 transactions were announced this week.

United statesCherry hillDistrict of columbiaLos gatosAnna bennerGlenn movishJoe callahanMichael tretheweyLitman gregoryMichael glombTodd resnickEric federTarah williamsJamie schacherlHomrich bergDavid bayarena

Homrich Berg Acquires $145M Calvary Wealth, Opens New Nashville Office

With offices in GA and SC, Calvary brings Homrich Berg to almost $14 billion in AUM as it expands its regional presence in the nation’s Southeast.

Homrich bergThomas carrollSandy bergCalvary wealthBill clevelandNew mountain strategic equityNew mountainOakridge partners

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