comparemela.com

Latest Breaking News On - Wealth partners capital group - Page 1 : comparemela.com

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
Public-trust-advisors
Galway-insurance-holdings
Kudu-investment
Sage-advisory
Alti-global

AmeriFlex Group Adds 16 Advisors, $1.9B in Q1

Waverly Advisors has added three teams and almost $2.5 billion in 2024, and Fortis Capital picked up a Chicago practice helmed by a father/daughter team.

Colorado
United-states
Kansas
Chicago
Illinois
Texas
Barrington-hills
Daniele-donahoe
Robb-hagg
Larry-roth
Jessica-nieminski
Stan-nieminski

PE-Backed Waverly Advisors Purchases McShane Partners

McShane was founded in 1985 as one of the first fee-only RIAs in Charlotte.

Daniele-donahoe
Mac-selverian
Wealth-partners-capital-group
Waverly-advisors
Mcshane-partners

EP Wealth snaps up Wacker, a $1.2B California practice

EP Wealth snaps up Wacker, a $1.2B California practice
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.

California
United-states
Luis-obispo
Ryan-parker
Bryan-caldwell
Wacker-wealth
Central-coast
San-luis-obispo
Wacker-wealth-partners
Bryan-krill
Wealth-partners-capital-group

EP Wealth Advisors Buys $1.2B Wacker Wealth Partners

EP grows assets by nearly $1.2 billion in Central California by acquiring Wacker Wealth Partners

Utah
United-states
California
Derek-holman
Bob-wacker
Brian-parker
Luis-obispo
Bryan-caldwell
Wealth-partners-capital-group
Wacker-wealth-partners
San-luis-obispo
Central-california

vimarsana © 2020. All Rights Reserved.