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Savant Wealth closes in on $20 billion with fourth acquisition of the year

Savant Wealth has notched its fourth deal of the year with the purchase of Domani Wealth, a $1.53 billion RIA in central Pennsylvania.

Pennsylvania
United-states
Brent-brodeski
Savant-wealth-management
Domani-wealth
Chief-executive-brent-brodeski

RIA Roundup: Jurika, Mills & Keifer Joins Cerity Partners

More than $6.6B in assets was transacted this week, two new firms were launched, an investment bank opened, and firms filled key positions.

South-carolina
United-states
Chicago
Illinois
Boston
Massachusetts
Texas
Houston
Iowa
New-york
Coldstream
Bonnie-burset

Lumiant secures $5.2m seed funding

Lumiant has closed another seed funding round totaling $5.2 million amid plans to strengthen its US presence and build out a mobile advice solution.

Brent-brodeski
David-stephen
Invest-blue
Savant-wealth-management
Phil-pilgrim
Santiago-burridge

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