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Edelman buys $425M Oklahoma City RIA

Edelman Financial Engines has acquired Oklahoma City-based Align Wealth Management, an RIA that manages $425 million, Edelman announced. ....

United States , Sankt Peterburg , Sam Bankman , Brian Puckett , Dennis Packard , Edelman Financial Engines , Align Wealth Management , Erman Retirement Advisory , Cooke Wealth Management , Financial Engines ,

Edelman Financial Engines Acquires $490M RIA Herrmann & Cooke

Edelman expands advisor network in Northern California market as firm “selectively” accelerates inorganic growth. ....

United States , David Herrmann , Herrmann Cooke , Edelman Financial Engines , Cooke Wealth Management , Smart Investor , Northern California , Washington Based Viridian Advisors , Van De Loo , Bay Area ,