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What You Need to Know This is yet another advisor team that Sanctuary Wealth has recruited from Merrill Lynch. Sanctuary Wealth has welcomed eight advisor teams with $2.8 billion in combined assets this year so far. In April, Sanctuary said it added Claybourn Frakes Wealth Advisory Services, led by ex-UBS reps. RIA Sanctuary Wealth has added another advisor team from Merrill Lynch this time Walnut Creek, California-based Quorum Private Wealth, an eight-person team that had operated as the Barry & Milligan Group at Merrill and manages more than $1.5 billion in client assets. Indianapolis-based Sanctuary, which called the addition its “biggest win to date,” said early this year it added the ex-Merrill team Alluvial Private Wealth, based in Marion, Ohio with about $435 million in client assets under management. In early April, Sanctuary announced it had added Claybourn Frakes Wealth Advisory Services, led by ex-UBS-registered reps and its first sanctuary par ....
Earlier in the week, Wealth Enhancement Group agreed to purchase Pillar Pacifica Capital Management, a San Marino, Calif.-based firm with $1.6 billion in AUM. WEG’s AUM will increase to $30.2 billion once the deal closes. Creative Planning, an RIA consolidator with $76 billion in AUM picked up a new business line and client service: Business valuations. The firm, Castle Wealth Advisors, offers wealth management and business valuations for business owner clients looking to sell. Castle manages $320 million in AUM. Below are more mergers, acquisitions and advisor moves you may have missed the week of April 26, 2021. Steward Partners Closes on Umpqua Investments Acquisition ....
Quorum Private Wealth Joins Sanctuary Wealth $1.5 Billion elite team from Merrill Lynch including former Chairman of Merrill s FA Advisory Council to Management is Sanctuary s biggest win to date News provided by Share this article Share this article INDIANAPOLIS, April 30, 2021 /PRNewswire/ Sanctuary Wealth, home to the next generation of elite advisors, proudly announces the addition of Quorum Private Wealth, managing more than $1.5 billion in client assets, to its rapidly growing network of independent advisors. Led by Managing Partners Mike Barry and Kelly Milligan, the eight-person team, based in Walnut Creek, California, also includes Partners Sue Mazzetti and Melissa Yue and collectively boasts more than 100 years of experience with Merrill Lynch. ....
This Week in Wealth Management M&A: April 26, 2021 wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.
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