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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-ford
Dan-seivert
Karl-heckenberg
Blackrock
Sage-advisory-services
Advisory-network
Wealth-partners-capital-group
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Galway-insurance-holdings
Kudu-investment
Sage-advisory
Alti-global

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.

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United-states
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Ric-edelman
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Jay-shah

Edelman purchases $500M Massachusetts RIA

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

Massachusetts
United-states
Dan-seivert
Williamf-sharpe
Rick-renwick
Hermann-cooke
Edelman-financial-engines
Align-wealth
Erman-retirement-advisory
Smart-investor
Echelon-partners

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.

Texas
United-states
Philadelphia
Pennsylvania
Tampa
Florida
Coldstream
Georgia
Alabama
Atlanta
San-francisco-bay
California

Edelman Financial Engines Acquires Align Wealth Management

Edelman Financial Engines Acquires Align Wealth Management
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Brian-puckett
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