Asset Management

Mariner Independent Adds $275 Million Firm Alinity Wealth Management

By Amit Chowdhry ● Jan 17, 2026

Mariner Independent, the independent advisory channel of Mariner, announced Alinity Wealth Management, a planning-focused advisory firm overseeing $275 million, has joined its platform as the Baton Rouge-based team looks to expand capabilities while maintaining control of its business.

Harbor View Private Wealth Goes Independent With Minority Investment From Elevation Point

By Amit Chowdhry ● Jan 17, 2026

Elevation Point announced it has made a strategic minority investment in Harbor View Private Wealth, an Atlanta-based wealth management firm whose team oversaw approximately $1.3 billion in client assets at its prior firm.

Sage Advisors Joins Apollon Wealth Management, Expanding Midwest Footprint

By Amit Chowdhry ● Jan 17, 2026

Apollon Wealth Management is adding Indiana-based registered investment adviser Sage Advisors to its growing national organization, extending the firm’s reach in the Midwest and continuing its strategy of partnering with relationship-driven advisory practices.

Baird Hires Veteran Advisor Ken Murray To Expand Wealth Management Team In Fairfax

By Amit Chowdhry ● Jan 17, 2026

Baird has hired veteran advisor Ken Murray to help build out its private wealth management business in Northern Virginia, adding him as a director and financial advisor in the firm’s Fairfax office.

UBS Adds The Miller Group To Bellevue Office

By Amit Chowdhry ● Jan 17, 2026

UBS Global Wealth Management US has hired financial advisor Jeff Miller, bringing him and his team, The Miller Group, to the firm’s Pacific Northwest wealth management market. Miller will be based in UBS’s Bellevue, Washington office, which is led locally by Market Executive Robert Giordano.

Sanctuary Enterprise Partner Alluvial Adds $190 Million Ohio Advisor Bryan Blackburn

By Amit Chowdhry ● Jan 17, 2026

Sanctuary Wealth’s Enterprise Partner program added another large Ohio practice as Bryan Blackburn, a CFP with roughly $190 million in client assets, joined Alluvial Private Wealth and became a co-owner of the firm’s Cleveland business. Blackburn previously worked at Carnegie Investment Counsel and will take the title of vice president and wealth advisor at Alluvial, according to Sanctuary.

Carson Group Launches NextGen Advisor Council

By Amit Chowdhry ● Jan 16, 2026

Carson Group announced it is doubling down on talent development with the launch of its inaugural NextGen Advisor Council and a new firmwide career pathing program designed to improve retention, clarify advancement expectations, and ensure emerging advisors have a direct voice in shaping the firm’s advisor experience.

Mission Wealth Names 8 New Partners In 2026 Leadership Class

By Amit Chowdhry ● Jan 15, 2026

Mission Wealth, a registered investment advisory firm, said it has elevated eight leaders to its 2026 Partner Class, bringing the firm’s total partner group to 66. The firm said partners now represent roughly one-third of its personnel, positioning the move as a marker of continued growth and an emphasis on internal ownership and leadership continuity.

Raymond James To Acquire $46 Billion Firm Clark Capital Management

By Amit Chowdhry ● Jan 15, 2026

Raymond James announced it has reached an agreement to acquire Clark Capital Management Group, a Philadelphia-based asset manager with more than $46 billion in discretionary assets under management, in a deal that the firm said will deepen its investment solutions and expand its reach with financial advisors across key distribution channels.

LPL Financial: Wealth Management Leaders Suzanne Elovic And Mike Murphy Join

By Amit Chowdhry ● Jan 15, 2026

LPL Financial announced it has appointed Suzanne Elovic as executive vice president and head of supervision and Mike Murphy as executive vice president and head of service, expanding leadership across two functions that the firm positions as central to the advisor experience. Both executives will be based in New York and will report to John O’Neill, executive vice president and head of Service & Supervision.

LPL Financial Onboards $230 Million Firm Oak Bridge Financial Advisors

By Amit Chowdhry ● Jan 15, 2026

LPL Financial announced that the advisory team at Oak Bridge Financial, LLC has joined its broker-dealer and registered investment advisor (RIA) platform, bringing approximately $230 million in advisory, brokerage, and retirement-plan assets and transitioning from Ameriprise.

LPL Names Ilan Davidovici EVP Of Corporate Strategy

By Amit Chowdhry ● Jan 15, 2026

LPL Financial has appointed Ilan Davidovici as executive vice president of corporate strategy, tasking him with helping shape the firm’s long-term vision, set strategic priorities and evaluate growth opportunities, the company said Monday.

Partners Group Assets Rise To $184.9 Billion In 2025 As Fundraising And Realizations Accelerate

By Amit Chowdhry ● Jan 15, 2026

Partners Group has generated double-digit growth across fundraising, investments, and realizations in 2025 despite what it described as a “demanding” private markets environment, lifting assets under management to $184.9 billion as of December 31, 2025, up from $152.3 billion a year earlier.

CPP Investments Adds C$750 Million To Northleaf-Run Canadian Mid-Market Program

By Amit Chowdhry ● Jan 15, 2026

Canada Pension Plan Investment Board (CPP Investments) is increasing its commitment to Canada’s private-company ecosystem, pledging an additional C$750 million to its Canadian mid-market private equity program managed by Northleaf Capital Partners. The new capital brings CPP Investments’ cumulative commitments to Northleaf to more than C$3 billion since the program’s inception.

COFRA Names Jens Brenninkmeyer CEO Of Bregal Investments

By Amit Chowdhry ● Jan 15, 2026

COFRA Holding AG announced it has appointed Jens Brenninkmeyer as chief executive officer of Bregal Investments, with the leadership change set to take effect Feb. 1, 2026. The company said the appointment is subject to regulatory approval.

BlackRock AUM Tops $14 Trillion As Fourth-Quarter Rally Lifts Fees And Profit

By Amit Chowdhry ● Jan 15, 2026

BlackRock reported a stronger-than-expected fourth quarter, powered by a broad market rebound that boosted fee-generating assets and lifted its assets under management to an all-time high of $14.04 trillion.

Bluespring Adds Front Porch Financial In Merger With U.S. Financial Services To Create $1.7 Billion Firm

By Amit Chowdhry ● Jan 15, 2026

Bluespring Wealth Partners, an acquirer of registered investment advisors and wealth management firms, announced Front Porch Financial has joined Bluespring partner firm U.S. Financial Services in a merger that creates a roughly $1.7 billion wealth management business.

Generational Wealth Launches After Merger And $100 Million Acquisition, Reporting Over $900 Million In Client Assets

By Amit Chowdhry ● Jan 15, 2026

Generational Wealth, a newly launched wealth management and financial planning firm, has formally entered the market under a unified brand following a merger tied to a joint $100 million acquisition.

Credent Adds $250 Million AUM With MainStreet And First State Acquisitions

By Amit Chowdhry ● Jan 14, 2026

Credent Wealth Management has acquired Michigan-based MainStreet Financial Advisors and Tulsa-based First State Investment Advisors, extending the Indiana-headquartered RIA’s national footprint as it enters 2026 following its recently announced long-term capital partnership with Crestline Investors.

Angeles Wealth Management Buys XO Capital, Launches Angeles Family Office Affiliate

By Amit Chowdhry ● Jan 14, 2026

Angeles Wealth Management announced it has acquired XO Capital, a boutique firm focused on family office, business management and investment management services, and will use the combination to launch a new family office affiliate, Angeles Family Office.

Bimini Capital To Buy Majority Stake In Tom Johnson Investment Management

By Amit Chowdhry ● Jan 14, 2026

Bimini Capital Management announced its wholly owned subsidiary, Bimini Advisors Holdings, LLC, has entered into an agreement to purchase 80% of the fully diluted equity interests of Tom Johnson Investment Management, LLC, a privately held registered investment adviser.

Obra Capital Closes $453 Million Third CLO As Platform Issuance Tops $1.3 Billion

By Amit Chowdhry ● Jan 14, 2026

Obra Capital announced it has reached a final close on its third collateralized loan obligation, Obra CLO 3, with over $450 million in issuance, marking the latest expansion of the firm’s CLO platform launched in 2024.

Clark Street Associates And Finalis Launch Federal Equity Advisory Platform

By Amit Chowdhry ● Jan 14, 2026

Clark Street Associates, an advisory firm focused on securing government grants, loans, and strategic partnerships for hard tech companies, and Finalis, a FINRA-registered broker-dealer and deal infrastructure platform, announced they have formed a partnership to help companies evaluate and pursue a growing set of U.S. government funding tools, including direct equity investments.

Osaic Expands Advisor Training Programs With ActiFi And Greene Consulting Partnerships

By Amit Chowdhry ● Jan 14, 2026

Osaic announced it has enhanced two of its advisor development offerings, its Wealth Advisor Academy and Financial Planning Jump Start programs, through partnerships with ActiFi and Greene Consulting, as the firm looks to deepen support for advisors delivering holistic financial planning and scalable wealth management.

Integrated Adds $300 Million Pisces Wealth Team As Advisor Recruiting Push Continues

By Amit Chowdhry ● Jan 14, 2026

Integrated Partners, a national financial planning and registered investment advisory (RIA) firm, said Pisces Wealth has joined its platform, adding approximately $300 million in assets under management as Integrated continues to build recruiting momentum.

Raymond James Brings In $420 Million Firm Dignum Financial Partners

By Amit Chowdhry ● Jan 13, 2026

Raymond James has added Fort Worth-based Dignum Financial Partners to Raymond James Financial Services (RJFS), the firm’s independent advisor channel, bringing roughly $420 million in client assets to the platform.

Ameriprise Onboard $120 Million Firm Loveday Caruso Wealth Management Group

By Amit Chowdhry ● Jan 13, 2026

Financial advisory practice Loveday Caruso Wealth Management Group has joined the independent channel of Ameriprise Financial from LPL Financial, bringing $120 million in assets to the firm.

CI Global Asset Management To Acquire Invesco’s Canadian Fund Business Assets And Form Long-Term Partnership

By Amit Chowdhry ● Jan 13, 2026

CI Global Asset Management (CI GAM) and Invesco announced they have agreed to a transaction that will transfer management of Invesco’s Canadian investment fund lineup to CI GAM while keeping Invesco involved in portfolio management for a large portion of the platform.

Beacon Pointe Advisors Adds $2.7 Billion Firm Litman Gregory In Deal With iM Global Partner

By Amit Chowdhry ● Jan 13, 2026

iM Global Partner and Beacon Pointe Advisors said Litman Gregory Wealth Management, a $2.7 billion registered investment adviser, has entered into a definitive agreement to join Beacon Pointe in a deal that closed December 31, 2025.

Creative Planning Makes First International Acquisition With Switzerland’s Baseline Wealth Management

By Amit Chowdhry ● Jan 13, 2026

Creative Planning said it has acquired Baseline Wealth Management, a Swiss-registered investment advisor with offices in Geneva and Zurich, marking the U.S. firm’s first international deal and its initial expansion into Europe.