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RIA Roundup: Prospera Adds 3 Firms with $539M in Combined Assets

Following reports that RIA M&A is slowing after 2 slow months, at least 15 transactions were announced this week.

Kansas
United-states
Japan
Cleveland
Ohio
Cincinnati
Fairpoint
Texas
Boston
Massachusetts
Fairport
Phoenix

Sanctuary Wealth Welcomes Glomb Private Wealth from UBS as the Latest Wirehouse Team to Join the Firm

/PRNewswire/ Sanctuary Wealth (Sanctuary), home to the next generation of elite advisors, welcomes Glomb Private Wealth (Glomb) a fast-growing family.

Los-gatos
California
United-states
Santa-clara-university
Kidder-peabody
Donald-cutler
Sara-belle-guglielmino
Michael-glomb
Chris-glomb
Adam-malamed
Vince-fertitta
Loyola-marymount

Sanctuary Wealth Celebrates SkyPath Private Wealth and Congratulates Firm on Its Ongoing Expansion as it Approaches its One Year Anniversary

/PRNewswire/ Sanctuary Wealth (Sanctuary), home to the next generation of elite advisors, celebrates the one-year anniversary of SkyPath Private Wealth.

New-york
United-states
Colorado
New-jersey
Christina-vollmann
Katie-coleman
Ken-hopkins
Rohit-ro-bhalla
Steven-filiaci
Vince-fertitta
James-rohmann
Merrill-lynch

Crescent Harbor Private Wealth Joins Sanctuary Wealth from Merrill Lynch to Grow Business

/PRNewswire/ Sanctuary Wealth (Sanctuary), home to the next generation of elite advisors, welcomes Crescent Harbor Private Wealth (Crescent Harbor) a Jersey.

Florida
United-states
University-of-miami
Jersey
Jersey-city
New-jersey
South-carolina
Adam-malamed
Donald-cutler
John-araneo
Vince-fertitta
Merrill-lynch

Burnham Harbor Private Wealth Joins Sanctuary Wealth as Latest Partner Firm from Merrill Lynch

/PRNewswire/ Sanctuary Wealth (Sanctuary), home to the next generation of elite advisors, welcomes Burnham Harbor Private Wealth (Burnham Harbor) a.

Chicago
Illinois
United-states
Burnham
France
Rennes
Bretagne
University-of-illinois
A-chicago-area-merrill-lynch
Adam-malamed
Donald-cutler
James-corrigan

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