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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

Mission Scholars Empowers Graduates With College Success Workshops | School Zone

This summer Mission Scholars organized a College Success Summer Series for its recent high school graduates aimed at ensuring a successful transition into

United statesNew yorkColumbia universityPaul rivasNicole callahanKatie kinsellaJames baldwinLos angelesMission scholarsMission wealthLecturer for contemporary civilization at columbia universityMission scholarSanta barbara education foundationCollege success summer seriesProfessor perspective workshopProfessor nicole callahan

Mission Wealth Announces Acquisition of BHJ Wealth Advisors

It's the third firm the RIA has "acquihired" in 2023.

Gig harborUnited statesGary brooksAllyn hughesSanta barbaraHerb gebhartMichael kitcesHughes jonesDennell stuartMission wealth managementMission wealthPer sterlingPresident dennell stuart

Mission Wealth Announces Merger with BHJ Wealth Advisors

/PRNewswire/ Mission Wealth LP, a national wealth management firm, has officially announced its merger with Brooks, Hughes & Jones, Inc. (BHJ Wealth.

United statesPierce countyGig harborHerb gebhartHughes jonesGary brooksAllyn hughesDannell stuartMission wealthPrnewswire mission wealthMission wealth managementHughes jones incPierce county sports museumKansas universityWealth advisors to missionPacific northwest

Mission Wealth Earns Coveted Spot in FA Magazine s 2023 Top RIA List

/PRNewswire/ Financial Advisor magazine (FA magazine) has released its highly anticipated annual RIA Survey and Ranking list, and Mission Wealth has once.

United statesMatt adamsMission wealthRegistered investment advisoryFinancial advisorFinancial advisor magazineRegistered investment advisorMission wealth management

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