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RIA Roundup: AmeriFlex Group Adds 2 Teams, $500M AUM

Osaic-affiliated AmeriFlex has added two teams in four states and Steward Partners moved into Georgia.

United statesSouth africaNew yorkJeffrey mcnaneyJeffrey gonyoMount jolietLucas dancy cabealCharles millerSimone jonesBobb meckenstockLas vegasTom goodsonMeckenstock groupSmith barneyAdvisor groupWells fargo

Miller Family Wealth Management Joins Steward Partners

/PRNewswire/ Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Miller Family Wealth Management at.

South africaUnited statesMichaela moralesCharles chuck millerSimone jonesJeffrey gonyoChuck millerNeither steward partners investment solutionsPrnewswire steward partners global advisorySteward partners investment advisorySmith barneyMorgan stanleyDow jones companyExchange commissionSteward partners global advisory groupSteward partners investment solutions

RIA Roundup: Carson Wealth Adds Locations in Georgia, Montana

It was another busy week for M&A announcements in the RIA space. No less than 10 firms announced deals, representing close to $8 billion in transacted assets.

United statesNew yorkColorado springsGary wagnerMarty bicknellDave porterJoe spidalieriStephanie moroneyRhonda holifieldPaul reinkerThomas oconnorBurt whiteWealth enhancement groupAncora groupResearch greg halterClient services associate nicole bauman

Steward Partners Expands Business Model with Acquisition of Freedom Street Partners

/PRNewswire/ Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership and FSP Enterprise LLC (d/b/a Freedom Street.

United statesMichaela moralesScott dannerWalter haverfieldSteward partners global advisory groupPrnewswire steward partners global advisorySteward partners investment solutionsSteward partners global advisoryTransaction establishes new owned business divisionDow jones companyInvestment advisory servicesEversheds sutherlandSteward partners investment advisoryTransaction establishes newPartners global advisoryFreedom street partners

Steward Partners Selects VRGL to Help Drive Client Acquisition and Proposal Management Process

This partnership aims to continue to enhance VRGL’s market-leading solution while elevating advisors’ workflows and client engagement for Steward Partners NEW YORK, Nov. 6, 2023 /PRNewswire/ — Steward Partners Global Advisory (“Steward Partners”), a leading employee-owned, full-service independent partnership specializing in wealth planning and investment strategies, is pleased to announce the selection of VRGL as […]

Michaela moralesJosh smithMohan gurupackiamInvestment advisory servicesSteward partners investment advisorySteward partners investment solutionsSteward partners global advisorySteward partners global advisory groupDow jones companySteward partnersClient acquisitionProposal managementPartner chief information officerSteward partnerDow jonesFinancial advisors

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