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Aspiriant Merges with HearthStone Private Wealth Management

/PRNewswire/ Aspiriant, a leading independent wealth management firm in the U.S., and HearthStone Private Wealth Management ("HearthStone"), a San Diego.

New yorkUnited statesSan diegoOrange countySan franciscoLos angelesPaul hynesRob francaisHokanson associatesDevoe companyGlowacki groupStanford investment groupHearthstone private wealth managementSilicon valleyAspiriant llc

Aspiriant Merges with HearthStone Private Wealth Management

/PRNewswire/ Aspiriant, a leading independent wealth management firm in the U.S., and HearthStone Private Wealth Management ("HearthStone"), a San Diego.

New yorkUnited statesSan diegoOrange countySan franciscoLos angelesPaul hynesRob francaisHokanson associatesDevoe companyGlowacki groupStanford investment groupHearthstone private wealth managementSilicon valleyAspiriant llc

What s Behind Private Ocean s Sale to Wealthspire?

Private Ocean's sale to Wealthspire represents a broader industry trend of larger RIAs giving up ownership and control.

United statesBrian lauzonRichard stoneGreg friedmanMadison dearbornBronfman rothschildBen killeSincap groupDevoe companyCapital groupFriedman associatesDevoe coWealthspire advisorsSontag advisoryPrivate oceanSan rafael

DeVoe: RIA Valuations Are at Historic - But Appropriate - Highs

“If you can acquire a firm and increase the profitability and make them grow faster, you can pay more," said David DeVoe.

David devoeCatherine williamsDavid bartonDevoe companyDimensional fund advisorsMercer advisors

RIA Buyers Move Upstream as M&A Continues to Shatter Records

Over half of RIA deals done in the third quarter involved selling firms with $1 billion or more in assets, according to DeVoe & Company.

United statesDavid devoeDevoe companyWealth enhancement groupCaptrust financial advisorCovenant family offices

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