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RIA Roundup: MAI Picks Up $1.4B RIA in Cincinnati

At least 10 deals, representing more than $8 billion in transacted assets, were announced this week along with a rebrand and two RIA launches.

United statesNew yorkUnited kingdomDan palmerRick buoncoreLaird nortonMatthew tutenWarburg pincusJohn longleyEd kuresmanJim mcdermottAdam tolleBridgeport financial solutionsSageview advisory groupAdvisor networkGalway holdings

Kestra Private Wealth Services Snags Edward Jones Advisor

Will Gungoll left Edward Jones to found Buffalo Capital, named to honor his Native American heritage and community.

United statesDeena timmEdward jonesWarburg pincusGoldman sachsKestra private wealth servicesAtria wealth solutionsArden trust companyWealth servicesKestra holdingsWill gungollBuffalo capital managementNative americanAdministrative relationship manager deena timmPrivate wealth servicesBuffalo capital

RIA Roundup: NFP Acquires Divergent Wealth Advisors

NFP grew wealth and retirement, R&R joined Commonwealth, tru Independence launched 44 North and Johnson Financial, LPL and Kestra all made announcements.

San diegoUnited statesNew yorkSouth jordanRobert holtonBecca hajjarBrian andrewSamuelc johnsonJonathan landryMark schefflerBrady ririeAmit dograJeff scottAaron cizonTom driscollKestra holdings

Kestra Holdings' Subsidiaries Recognized for Excellence in Transition Support and Advisor Support Platforms, Winning 2 WealthManagement.com 2023 Industry Awards

Kestra Holdings' Subsidiaries Recognized for Excellence in Transition Support and Advisor Support Platforms, Winning 2 WealthManagement.com 2023 Industry Awards
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Rockville's Grove Point Financial acquired by Atria Wealth Solutions

Rockville's Grove Point Financial acquired by Atria Wealth Solutions
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Financial groupGrove point financialAtria wealth solutions incFinancial servicesH beck incKestra holdingsInternational securitiesGrove pointPoint financialSorrento pacific financialCadaret grantWestern international securities