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Weinheimer Wealth Management Joins Exencial Wealth Advisors

Exencial has picked up a $500 million Austin firm in its 3rd-ever acquisition. ....

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Noteworthy Deals of the Decade | Wealth Management

A look at seven of the most notable private equity deals in the RIA space. ....

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RIA Roundup: Mercer Scoops 2 Firms, $580M in Assets

Mercer has picked up 2 firms with more than $500M in assets, while Robertson Stephens, WEG, NewEdge, Hub, Kestra, and RFG all announced new additions. ....

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Modera Merges With $3.8B North Carolina RIA Parsec Financial

Parsec brings about $3.8 billion in AUM, raising Modera's assets to $10.5 billion and creating one of the largest RIAs on the East Coast. ....

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RIA Roundup: Wealthspire Advisors to Acquire Heron Wealth in NYC

No fewer than seven M&A deals were announced this week, while three new RIAs launched on industry platforms and three key hires were made in support of growth. ....

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