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DeVoe Q3 Report: RIAs South of $500M AUM Nearly Half of 2022 Deals
As a years-long record-breaking growth streak in M&A begins to slow, smaller RIAs are stepping up. ....
United States
,
David Devoe
,
Dave Barton
,
Raj Bhattacharyya
,
Boenning Scattergood
,
Robertson Stephens
,
Brian Parker
,
Mark Tibergien
,
Scott Slater
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Devoe Company
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Wealth Partners Capital Group
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Republic Capital Group Partner Peter Nesvold
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Integrity Marketing Group
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Devoe Co
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Wealth Enhancement Group
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San Francisco Based
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Mariner Wealth Advisors
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Merit Financial Advisors
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Kudu Investment Management
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Gladstone Wealth Partners
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Focus Financial
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Kestra Financial
,
Warren Averett Asset Management
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Succession Summit
,
Mercer Advisor Dave Barton
,
Advisor Brian Parker
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