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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. ....

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Edelman Financial Engines Picks Up PRW Wealth Management

Now at $245 billion in AUM, Edellman Financial Engines expects to increase M&A momentum in the new year. ....

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Edelman purchases $500M Massachusetts RIA

Edelman Financial Engines has acquired PRW Wealth Management, a Massachusetts RIA, the companies announced Thursday. ....

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RIA Roundup: Marrella Private Wealth Launches as Independent RIA

Family firm leaves Raymond James to launch independent RIA, Edelman Financial picks up $225M firm in 1st deal of year, and 7 other deals announced this week. ....

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Edelman Financial Engines Acquires Align Wealth Management

Edelman Financial Engines Acquires Align Wealth Management
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