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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 States , New York , Colorado Springs , Gary Wagner , Marty Bicknell , Dave Porter , Joe Spidalieri , Stephanie Moroney , Rhonda Holifield , Paul Reinker , Thomas Oconnor , Burt White , Wealth Enhancement Group , Ancora Group , Research Greg Halter , Client Services Associate Nicole Bauman , Financial Group , Fidelity Investments , Cetera Advisor Networks , Carson Group , Wealth Partners Capital Group , Carson Wealth , Waverly Advisors , Mariner Advisors , Baystate Wealth Management , Carnegie Investment Counsel ,