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Captrust Buys $770M Houston Firm | Wealth Management

Captrust completed nine deals last year; four of them were in the Lone Star State.

United statesSan antonioMonroe vosTaylor parkerGreg parkerCarlyle groupExchange commissionCaptrust financial advisorsEngrave wealth partnersLone star stateOmega wealth partnersSouthern wealth managementEchelon partner

Captrust picks up $1 1B RIA Trutina Financial

Captrust picks up $1 1B RIA Trutina Financial
investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.

Geoffrety schockPeter campagnaMatt myersWise rhino groupWashington based trutina financialNorth carolina based captrustPacific northwestWise rhinoMonroe vos consultingAevitas wealth managementOmega wealth partnersSouthern wealth managementColumn capitalNormann financial

Southern Wealth Management - Top 100 Financial Advisors 2023

Southern Wealth Management, based in Dallas, TX, is ranked No. 47 on the 2023 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

United statesMike olsonTom gileRichard jonesAccupoint solutionsB accupoint solutionsSouthern wealth managementUnder managementChief executiveExclude from automated curationBusiness news

Pathstone to acquire RIA firm Veritable | Financial Planning

Pathstone to acquire RIA firm Veritable | Financial Planning
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

United statesNew yorkJay horgenMichael stolperMatthew fleissigPeter nesvoldNewton squareKelso companyWealth consulting groupStolper coRepublic capital groupExchange commissionManagers groupNew jersey based pathstoneFinancial planningPhiladelphia based veritable

Captrust Buys Southern Wealth Management in Texas

Captrust Buys Southern Wealth Management in Texas
barrons.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from barrons.com Daily Mail and Mail on Sunday newspapers.

United statesCaptrust financial advisorsSouthern wealth management