Asset Management

Savant Wealth Management: $542 Million Firm Socha Financial Group Joins

By Amit Chowdhry ● Sep 1, 2026

Savant Wealth Management announced that it has partnered with Socha Financial Group, LLC, a Corning, New York-based registered investment adviser with approximately $542 million in assets under management.

LPL: $395 Million Firm ClearHaven Wealth Management Joins Linsco

By Amit Chowdhry ● Sep 1, 2026

LPL Financial announced that financial advisors Ryan Lewis, Dan Hocking and Steve Braatz have joined Linsco by LPL Financial to launch ClearHaven Wealth Management, a Minnesota-based practice serving approximately $395 million in advisory, brokerage and retirement plan assets.

Oppenheimer Adds Joel Berry II To $6 Billion Robinson Private Client Group To Expand Athlete And NIL Advisory

By Amit Chowdhry ● Aug 31, 2026

Oppenheimer & Co. has added former University of North Carolina basketball standout Joel Berry II as a Financial Advisor with the Robinson Private Client Group in Winston-Salem, North Carolina, expanding the team's focus on athletes and participants navigating the evolving Name, Image, and Likeness landscape.

Sowell Management Launches Advanced Planning Group As Advisor Network Reaches $6.9 Billion In Client Assets

By Amit Chowdhry ● Aug 31, 2026

Sowell Management has launched its Advanced Planning Group, a new integrated estate, tax and advanced planning resource designed to help financial advisors serve high-net-worth families, wealthy individuals and small business owners with increasingly complex financial needs.

Sierra Ridge Moves 40 Advisors And About $2.1 Billion In AUA To Cetera

By Amit Chowdhry ● Aug 31, 2026

Sierra Ridge Advisor Group has selected Cetera as its new broker-dealer partner, moving approximately 40 affiliated advisors and roughly $2.1 billion in assets under administration from LPL after only 13 months. The California-based advisor group is led by co-founders James Slaughter and Giancarlo Foti and will join the Cetera Networks community within Cetera's Large Enterprise channel.

Noble Adds Matt Noland From Peachtree To $5 Billion+ Hospitality Investment Platform

By Amit Chowdhry ● Aug 29, 2026

Noble Investment Group has appointed Matt Noland as Director of Capital Markets, adding an executive with experience across hotel investments and nearly $1 billion of debt and equity placements to its more than $5 billion hospitality investment platform.

Invesco Launches Solutions & Custom Strategies Platform And Names Darby Nielson CIO Of Multi-Asset Solutions

By Amit Chowdhry ● Aug 28, 2026

Invesco has launched Invesco Solutions & Custom Strategies, a new global platform bringing together the firm's portfolio construction, customization and investment capabilities as clients increasingly seek tailored investment outcomes.

Gaw Capital Opens Saudi Arabia Office And Names Khalid AlBihlal Managing Director Of Private Equity

By Amit Chowdhry ● Aug 28, 2026

Gaw Capital has opened an office in Saudi Arabia and appointed Khalid AlBihlal as Managing Director of Private Equity for the country as the alternative investment firm expands its presence across the Gulf Cooperation Council.