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RIA Roundup: Geller Opens South Florida Office, Unveils New Brand

Geller moved into West Palm Beach, Waverly moved into Austin and NewEdge moved into the Bay Area this week, as more than $10B in assets was transacted.

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Waverly Advisors Acquires Silicon Hills Wealth Management

Waverly Advisors Acquires Silicon Hills Wealth Management
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Merit Financial adds LPL veteran Andy Kalbaugh to its board

Merit Financial advisors, a fast-growing wealth management firm, said Wednesday that LPL veteran Andy Kalbaugh had joined its board.

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Wealth management firm Creative Planning acquires accounting firm BerganKDV

Creative Planning has folded in the Minnesota-based Top 100 Firm in the first major combination between an RIA and a CPA firm.

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RIA Roundup: Concurrent Launches New Hybrid Platform

Restructured launches, acquisitions and affiliations were all announced in the RIA landscape this week, as some key people moves.

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