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Echelon Reports 2nd Busiest Q1 for RIA M&A | Wealth Management

Private equity participation picked up after a 2023 dip and a couple of new names appeared on the list of top buyers.

Flexpoint fordDan seivertKarl heckenbergSage advisory servicesAdvisory networkWealth partners capital groupPublic trust advisorsGalway insurance holdingsKudu investmentSage advisoryAlti globalConstellation wealth capitalMariner wealth advisorsWealth advisorsLeonard greenAndco consulting

Edelman Financial Engines Picks Up PRW Wealth Management

Now at $245 billion in AUM, Edellman Financial Engines expects to increase M&A momentum in the new year.

United statesWilliamf sharpeRic edelmanDan seivertHerrmann cookeRick renwickHellman friedmanLarry raffoneSanta claraJay shahSuzanne van staverenBill payneEdelman financial servicesExchange commissionEdelman financial enginesNobel prize winner

Edelman purchases $500M Massachusetts RIA

Edelman Financial Engines has acquired PRW Wealth Management, a Massachusetts RIA, the companies announced Thursday.

United statesDan seivertWilliamf sharpeRick renwickHermann cookeEdelman financial enginesAlign wealthErman retirement advisorySmart investorEchelon partnersNobel prizeFinancial engines

RIA Roundup: Marrella Private Wealth Launches as Independent RIA

Family firm leaves Raymond James to launch independent RIA, Edelman Financial picks up $225M firm in 1st deal of year, and 7 other deals announced this week.

United statesSan francisco bayNew yorkNew jerseySankt peterburgEddie carlisleErich yostDoug muenzenmayBrian puckettJoe delaneyRoberston stephensJulius ridgwaySamuel marrellaRobertson stephensPaul marrellaDan seivert

Edelman Financial Engines Acquires Align Wealth Management

Edelman Financial Engines Acquires Align Wealth Management
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United statesOklahoma citySankt peterburgHerrmann cookeBrian puckettSuzanne van staverenDennis packardDan seivertBaker mckenzieCerulli associates topEdelman financial enginesFinancial enginesAlign wealth managementRegistered investment advisorEdelman financialEdelman financial engine

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