Asset Management

Cerity Partners To Merge With Verus Investments, Expanding Institutional Advisory Offering

By Amit Chowdhry ● Feb 12, 2026

Cerity Partners announced it will merge with Verus Investments, bringing an institutional investment consulting platform into Cerity’s independent wealth and investment management business, with the combined organization operating under the Cerity Partners brand.

CAPTRUST Welcomes $3.8 Billion Firm Alpha Cubed Investments In Southern California Expansion

By Amit Chowdhry ● Feb 12, 2026

CAPTRUST Financial Advisors announced Alpha Cubed Investments (ACI), a Southern California wealth management and financial planning firm, has joined the organization, expanding CAPTRUST’s presence in the region. Founded in 2011, ACI focuses on comprehensive wealth management and financial planning for individuals and families. The firm is led by CEO and Chief Technical Analyst Todd Walsh and President Tony Jabczenski, and is supported by a team of 28 professionals, including 16 advisors. ACI oversees approximately $3.8 billion in assets.

Mission Wealth Completes Strategic Merger With Colorado’s RightPath Investments

By Amit Chowdhry ● Feb 12, 2026

Mission Wealth completed a strategic merger with RightPath Investments & Financial Planning, an independent fiduciary wealth advisory firm based in Colorado. RightPath was founded by Steven R. Smith, JD, CFP, who will join Mission Wealth as a Special Advisor as part of the combination.

Lynq Surpasses $89 Million In Assets As Institutional Adoption Accelerates

By Amit Chowdhry ● Feb 12, 2026

Lynq, a real-time, interest-bearing settlement network operated by broker-dealer tZERO Securities, said assets on its platform have surpassed $89 million as institutional adoption accelerates. The company said it has grown to more than 30 institutional partners spanning market makers, exchanges, OTC desks, and custodians, citing stronger network effects as participation expands.

Savvy Advisors Adds $300 Million Firm Colorado Wealth Group As Platform Surpasses 4.5x Growth YOY

By Amit Chowdhry ● Feb 12, 2026

Savvy Advisors, a federally registered investment advisor affiliated with Savvy Wealth, said it has added Colorado Wealth Group, a Denver-based wealth management firm with about $300 million in client assets under management. The onboarding is positioned as another step in Savvy’s push to become a destination platform for independent advisors, with the firm reporting more than 4.5x growth over the past year and more than doubling AUM over the past six months.

Osaic Onboards $153 Million Firm Midtown Advisors

By Amit Chowdhry ● Feb 11, 2026

Osaic announced Midtown Advisors, an independent wealth management firm based in Raleigh, North Carolina, has affiliated with its platform, adding approximately $153 million in client assets. The move follows Midtown’s more than decade-long relationship with LPL Financial and positions the firm to leverage Osaic’s technology, product capabilities, and operational support while maintaining its existing investment approach.

Osaic Onboards $186 Million Firm IDT Capital Group

By Amit Chowdhry ● Feb 11, 2026

Osaic announced IDT Capital Group, an independent wealth management firm based in Melville, New York, has joined the firm through New York Financial Partners, an Osaic office of supervisory jurisdiction. Led by financial advisor David Calderon, the firm is transitioning from LPL Financial and oversees approximately $186 million in client assets.

The Bahnsen Group: Wealth Management Firm Opens Silicon Valley Office And Hires Advisor Sean Buxton

By Amit Chowdhry ● Feb 10, 2026

The Bahnsen Group, a wealth management firm with more than $9 billion in assets under management, has opened a new Silicon Valley office and hired veteran financial advisor Sean Buxton to lead the location.

Osaic Onboards $232 Million Firm F & M Investment Partners

By Amit Chowdhry ● Feb 10, 2026

F & M Investment Partners, a newly launched independent wealth management firm led by financial advisors Michael Murray and Brian Freund, has joined Osaic’s platform as the Missouri-based team looks to pair boutique client service with institutional-scale resources. Based in the greater St. Louis area, the advisors oversee approximately $232 million in client assets and bring more than 60 years of combined experience guiding individuals and families through major financial milestones.

UBS Hires Merrill Advisor Duo Mark Lilley And Gabriel Trigo In San Juan, Puerto Rico

By Amit Chowdhry ● Feb 10, 2026

UBS announced it has hired financial advisors Mark Lilley and Gabriel Trigo in San Juan, Puerto Rico, adding the team to its Puerto Rico Market. UBS said the Puerto Rico Market is led by Regional Director Ricardo Gonzalez, Market Executive Carlos “Juany” Ortiz and Market Director Roberto Fortuno.

Keppel: Up To $125 Million AIIB Commitment Secured For Private Credit Fund III

By Amit Chowdhry ● Feb 10, 2026

Keppel announced that the Asian Infrastructure Investment Bank has committed $75 million to Keppel Private Credit Fund III, alongside a co-investment sleeve of up to $50 million. Keppel said the combined commitment raises AIIB’s total support for the strategy to up to $125 million, and increases Keppel Private Credit Fund III’s funds under management to more than $561 million.

Altruist: Wealth Platform Launches AI-Powered Tax Planning In Hazel For Advisor Workflows

By Amit Chowdhry ● Feb 10, 2026

Altruist, a tech-forward wealth platform for independent advisors, announced the launch of a new tax-planning capability within Hazel, its AI platform, designed to help advisors deliver personalized tax strategies in minutes.

Bluespring Wealth Partners Onboards $2.3 Billion Firm SHP Financial

By Amit Chowdhry ● Feb 10, 2026

Bluespring Wealth Partners, an acquirer of RIAs and wealth management firms, has acquired SHP Financial, a Plymouth, Massachusetts-based financial planning firm overseeing approximately $2.3 billion in total assets. The transaction expands Bluespring’s presence in New England and adds a firm focused on serving mass affluent and high-net-worth clients with comprehensive planning.

Schroders Partners With Apollo To Build Hybrid Wealth And Retirement Investment Solutions

By Amit Chowdhry ● Feb 10, 2026

Schroders and Apollo announced they have formed a strategic partnership to develop next-generation wealth and retirement investment solutions intended to enhance client choice and outcomes, with the aim of generating multi-billion-dollar annual flows from new and existing clients.

Apollo Tops Profit Expectations As Assets Near $1 Trillion

By Amit Chowdhry ● Feb 10, 2026

Apollo Global Management posted a stronger-than-expected quarter, with earnings topping Wall Street forecasts as the firm’s credit and origination machine delivered record activity and fresh capital continued to flow into its platforms. The performance pushed Apollo’s assets under management to $938 billion, leaving the firm within reach of the $1 trillion milestone management has been targeting.