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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.

United statesSan francisco bayNew yorkNew jerseySankt peterburgEddie carlisleErich yostDoug muenzenmayBrian puckettJoe delaneyRoberston stephensJulius ridgwaySamuel marrellaRobertson stephensPaul marrellaDan seivert

Advisory M&A | PLANADVISER

Former Goldman Sachs execs launch wealth management consolidator with $200M; Mercer Advisors buys Andesa Financial Management; Acorns acquires UK-based financial education provider; and more.

United statesCity ofUnited kingdomBrian hershbergerPatrick goshtigianNoah kernerJeff lehmanAaron lehmanJason gordoLehman derafeloMichael baittingerPaul barbehennDan kilpatrickGary rothLouise hillMike capelle

RIA Roundup: EP Wealth Buys Lehman & DeRafelo Financial Resources

EP Wealth scooped up a $1B firm in its 2nd acquisition of the year, while almost $900 million in assets changes hands in four other deals announced this week.

Cherry creekUnited statesBingham farmsSouth dakotaArthur zaskePaulc barbehennFrank smithMary voll millerDavid zaskeSanta barbaraPatrick goshtigianJaye everlandDavid bartonBrian hershbergerAaron lehmanJosh reidinger

US in the news: Canadian firm buys 20 5% stake in Rockefeller CM

A round-up of people moves and M&A deals across North America

United statesAaron lehmanBrian hershbergerJeff lehmanLehman derafeloRockefeller capitalRockefeller capital managementViking global investorsPennsylvania based andesa financial managementOmni wealth advisorsOmni wealthPennsylvania based lehmanDerafelo financial resourcesRich derafelo

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