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RIA Roundup: DayMark Wealth Partners Doubles AUM with Wells Fargo Grab

Ex-Goldman Sachs execs are joining a new RIA, Hightower's investing in a $1 billion Wash.-based RIA, and Captrust is acquiring a $538 million firm.

San-francisco
California
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Washington
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Bloomington
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$1B advisor team leaves Wells Fargo for Dynasty-backed RIA

RIA DayMark Wealth Partners, less than a year after leaving Wells, has recruited another big team of ex-Wells advisors.

Ohio
United-states
Cincinnati
Pepper-pike
Chicago
Illinois
Andrew-sikorovsky
T-rodney-twells
Shirl-penney
Jacquelyn-gibbons
Kimberly-fitzgerald
Sol-gindi

RIA Roundup: Savant Acquires $3.3B Capital Directions

Savant announces largest acquisition in its history, Snowden Adds 13th office, DayMark, Focus, Mariner, EP and Exencial all add AUM.

New-york
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Pepper-pike
Ohio
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Willingdon
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Wells Fargo Sues Former Counsel For Helping Advisors Form New Practice

Wells Fargo accused a former in-house counsel for secretly helping seven Ohio advisors with $1.2 billion AUM leave and form a new firm.

Florida
United-states
Ohio
Michael-quin
Steven-satter
Wells-fargo
Wells-fargo-advisors
Daymark-wealth-partners
Wells-fargo-advisor
Mark-wealth-partners
Dynasty-financial-partners

Wells Fargo Sues Former Counsel For Helping Advisors Form New Practice

Wells Fargo accused a former in-house counsel for secretly helping seven Ohio advisors with $1.2 billion AUM leave and form a new firm.

Florida
United-states
Ohio
Michael-quin
Steven-satter
Wells-fargo
Wells-fargo-advisors
Daymark-wealth-partners
Wells-fargo-advisor
Mark-wealth-partners
Dynasty-financial-partners

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