Asset Management

DataDasher And Orion Launching Integrated AI Workflow Platform For Financial Advisors

By Amit Chowdhry ● Nov 6, 2025

DataDasher AI announced a strategic collaboration with Orion to create a unified, intelligent workflow environment for financial advisors. The integration connects Orion’s live portfolio data and Redtail’s CRM records directly into the DataDasher platform, providing advisors with a single connected workspace that centralizes data, automates processes and enhances client engagement.

Perennial Financial Services Appoints Betty Chin As Chief Growth Officer

By Amit Chowdhry ● Nov 5, 2025

Perennial Financial Services has appointed industry veteran Betty Chin as Chief Growth Officer as the firm advances its expansion strategy and continues building a platform focused on advisor success and client service. Chin joins the firm after fourteen years at Edward Jones, where she became one of the organization’s leading senior executives in experienced advisor recruiting.

MAI Capital Management Acquiring Evoke Advisors, Creating $65 Billion National RIA Platform

By Amit Chowdhry ● Nov 5, 2025

MAI Capital Management, a registered investment advisor focused on helping clients simplify, protect, and grow their wealth, has completed its strategic acquisition of Los Angeles-based Evoke Advisors, forming a national RIA with 600 employees and over $65 billion in assets under management (AUM). The deal expands MAI’s leadership team through new Managing Partner appointments and strengthens the firm’s nationwide presence.

Waverly Advisors Expands National Footprint With Acquisition Of Pacific Portfolio

By Amit Chowdhry ● Nov 4, 2025

Waverly Advisors, a registered investment adviser specializing in investment management, financial planning, and wealth management for high-net-worth individuals and institutional clients, has acquired Pacific Portfolio Consulting and Pacific Portfolio Trust Company, together known as Pacific Portfolio. The Seattle-based wealth management and trust firm marks Waverly’s entry into the Pacific Northwest and expands its service offerings with enhanced trust capabilities.

Sanctuary Wealth Adding $4.5 Billion Firm MartinWright Advisory To Its National Network

By Amit Chowdhry ● Nov 4, 2025

Sanctuary Wealth has announced the addition of MartinWright Advisory, an Atlanta-based firm founded by Bradley Martin, CPWA, and Margaret Wright, CFA, CPA, CAIA, to its national network of independent partner firms. The firm focuses exclusively on serving ultra-high-net-worth families across the United States, providing institutional-caliber investment solutions and multigenerational financial stewardship.

FINNY Collaborating With Integrated Partners And Adds Executives To Advisory Board

By Amit Chowdhry ● Nov 4, 2025

FINNY AI, an AI-based prospecting and marketing platform for financial advisors, announced a strategic partnership with Integrated Partners, a national financial planning and registered investment advisory firm overseeing more than $22 billion in assets under advisement.

Prospera Financial Services Onboards Behrle | Bergin, Expanding With $200 Million In Client Assets

By Amit Chowdhry ● Nov 4, 2025

Prospera Financial Services, a Dallas-based boutique wealth management firm supporting independent advisors nationwide, announced that Behrle | Bergin, a financial advisory team based in Irvine, California, has joined its platform.

OneSeven Surpasses $8 Billion In Assets Under Management Following $2.11 Billion Q3 Surge

By Amit Chowdhry ● Nov 4, 2025

OneSeven, a values-driven wealth management firm dedicated to supporting the professional and personal growth of financial advisors, has announced a record-setting expansion during the third quarter of 2025. The firm added 25 new advisors, including Johnathan Breen and Jeanne Hagar, along with seven new advisory teams such as The Hamilton Group, OnPoint Wealth Partners, Giltner & Associates, Martz Financial, and Alta Vera Global Capital Advisors. These additions have bolstered OneSeven’s national presence and strengthened its capabilities in advisor support and client service.

Sowell Management Partnering With Capital Connect To Expand M&A Services For Advisors’ Small Business Clients

By Amit Chowdhry ● Nov 4, 2025

Sowell Management, a leading Registered Investment Advisor (RIA) serving financial advisors and their clients nationwide, has formed a strategic partnership with Capital Connect to broaden its advisor network’s access to merger and acquisition consulting, valuation, exit planning, and commercial real estate services for small and medium-sized business clients.

ECI Capital Expands Investment Team With Appointment Of Ben Kirrage

By Amit Chowdhry ● Nov 4, 2025

ECI Capital has announced the appointment of Ben Kirrage as Investment Manager, marking the firm’s second new addition to its investment team in as many months following the hire of Georgia Ling in September.

Wealth Enhancement Acquires Wise Wealth, Expanding To Over $125 Billion in Client Assets

By Amit Chowdhry ● Nov 4, 2025

Wealth Enhancement, a national independent wealth management firm headquartered in Minneapolis, announced the acquisition of Wise Wealth, an independent registered investment advisor (RIA) with offices in Lee’s Summit, Rolla, and Liberty, Missouri. The deal marks Wealth Enhancement’s 100th acquisition and brings its total client assets to more than $125 billion.

AssetMark Expands RIA Presence With Acquisition Of Efficient Advisors And $3 Billion In Client Assets

By Amit Chowdhry ● Nov 3, 2025

AssetMark Financial announced its plan to acquire Efficient Advisors, an asset management platform overseeing $3 billion in client assets, from Fiduciary Services Group (FSG). The acquisition strengthens AssetMark’s position within the registered investment advisor (RIA) channel and supports its long-term strategy to expand its wealth management capabilities through both organic and strategic growth.

iA Financial Completes Acquisition Of RF Capital Group, Expanding National Wealth Management Platform Beyond $330 Billion In Assets

By Amit Chowdhry ● Nov 3, 2025

iA Financial has officially completed its acquisition of RF Capital Group, marking a significant expansion of its Canadian wealth management business and strengthening its position as one of the country’s leading non-bank financial platforms.

Cetera: $365 Million Advisor Christian Benard Joins Avantax Network

By Amit Chowdhry ● Nov 3, 2025

Cetera Financial Group has announced that long-time Commonwealth Financial Network advisor Christian R. Benard, CFP, EA, AIF, has joined its community of tax-focused financial professionals under Avantax. Benard’s firm, Innovative Financial, based in Troy, Michigan, manages approximately $365 million in assets under administration and integrates wealth management with comprehensive tax services.

AE Industrial Partners: National Security Team Expanded With Two VP Hires

By Amit Chowdhry ● Nov 2, 2025

AE Industrial Partners, a private investment firm specializing in sectors vital to national and economic security, has announced the appointment of two new Vice Presidents, Chris Aguemon and Bill Strobel, to its Washington, D.C. office. The hires mark a continued expansion of AE Industrial’s national security investment team as the firm deepens its presence in defense and technology markets.

Osaic Onboards $143 Million Firm Four Pillars

By Amit Chowdhry ● Nov 2, 2025

Osaic, one of the nation’s largest providers of wealth management strategies, announced that Four Pillars Investment Management has joined its expanding network of independent advisors. Based in Cape Coral, Florida, the Four Pillars team, led by Investment Advisor John T. Evans, brings approximately $143 million in client assets under management to Osaic. The firm’s team also includes client service associate Pamela Evans and operations support specialist Jennifer Moss.

OneSeven: $8 Billion In AUM Surpassed

By Amit Chowdhry ● Nov 1, 2025

OneSeven, a values-driven wealth management firm focused on helping financial advisors achieve personal, professional, and financial growth, has announced a significant milestone, surpassing $8 billion in total assets under management (AUM) following an exceptional third quarter of expansion.

Sowell Management Partnering With Capital Connect To Bring M&A Advisory Services To Small Business Clients

By Amit Chowdhry ● Oct 30, 2025

Sowell Management, a leading Registered Investment Advisor (RIA) with a nationwide network of financial advisors, has entered into a strategic partnership with Capital Connect to provide a comprehensive suite of M&A advisory and valuation services for small and medium-sized business clients.

Stavis Wealth And Curate Capital Sign Strategic Partnership For Advancing Women’s Financial Empowerment

By Amit Chowdhry ● Oct 30, 2025

Stavis Wealth and Curate Capital have announced a collaboration that unites venture capital and wealth management to transform the future of women’s financial empowerment. Both female-founded and female-led, the partnership aims to close the gender wealth gap by integrating wealth planning with access to venture investment opportunities designed for women founders, investors, and advisors.

OnePoint BFG Wealth Partners Expanding National Footprint With Spahn Financial Partnership

By Amit Chowdhry ● Oct 29, 2025

OnePoint BFG Wealth Partners has announced a strategic partnership with Spahn Financial Partners, a respected advisory firm overseeing approximately $2 billion in assets in the greater Chicago area. This transaction represents OnePoint BFG’s largest to date, establishing a strong presence in the Midwest and advancing its mission to build the next generation of advisor-owned independent wealth management firms.

Ameriprise Financial Onboards $1.6 Billion Firm The Atlantic Group

By Amit Chowdhry ● Oct 29, 2025

Ameriprise Financial announced that The Atlantic Group, a Boca Raton–based advisory practice managing more than $1.6 billion in client assets, has joined its branch channel from Oppenheimer & Co. Inc. The 16-member team includes nine financial advisors and seven support professionals, led by founding partners Andrew Lerner, APMA, AWMA, CFP, ChFC, and Logan Shalmi.

Dynasty Financial: Brian McDonald Appointed As Senior Advisor

By Amit Chowdhry ● Oct 29, 2025

Dynasty Financial Partners has appointed renowned equity compensation leader Brian McDonald as a Senior Advisor, marking a significant addition to the firm’s leadership as it continues to deepen its capabilities in the wealth management and corporate benefits sectors.

Cetera: Private Wealth Portfolios Launched To Serve Affluent and High-Net-Worth Clients

By Amit Chowdhry ● Oct 29, 2025

Cetera Financial Group has introduced Cetera Private Wealth Portfolios, a suite of customizable investment portfolios designed for affluent and high-net-worth clients. Developed by Cetera Investment Management and offered exclusively through the Envestnet Private Wealth platform, the new offering provides advisors with institutional-grade portfolio construction and oversight tailored to complex wealth needs.

Equitable To Buy Stifel Independent Advisors, Expanding National Wealth Management Platform

By Amit Chowdhry ● Oct 28, 2025

Equitable, a leading financial services organization and principal franchise of Equitable Holdings, announced that its affiliate has entered into a definitive agreement to acquire Stifel Independent Advisors, a subsidiary of Stifel Financial. The deal, expected to close in the first quarter of 2026 pending regulatory approvals and customary closing conditions, will further strengthen Equitable’s position in the U.S. wealth management market.

MAI Capital Management: $245 Million Firm Liberty Private Client Onboarded

By Amit Chowdhry ● Oct 28, 2025

MAI Capital Management, a registered investment advisor (RIA) focused on helping clients simplify, protect, and grow their wealth, has announced the acquisition of Liberty Private Client, a Fort Myers, Florida-based RIA managing approximately $245 million in client assets. The deal further strengthens MAI’s growing presence across the Southeast and marks its third Florida-based acquisition in the past year. The terms of the deal were not disclosed.

&Partners: 100th Advisor Practice Mannen Financial Group Joins Firm

By Amit Chowdhry ● Oct 27, 2025

&Partners, an advisor- and employee-owned wealth management firm transforming the advisory landscape, announced that its 100th advisor practice, Mannen Financial Group, has joined the firm. With this addition the firm reports approximately $50 billion in pre-hire assets and $350 million in revenue, positioning the company as one of the fastest-growing hybrid broker-dealer and RIA platforms in the US.

Insigneo To Buy Reader Accounts Of VectorGlobal, Adding Over $4 Billion In Client Assets

By Amit Chowdhry ● Oct 27, 2025

Insigneo Financial Group announced it has agreed to acquire the client accounts of VectorGlobal Wealth Management Group (VectorGlobal WMG) and its registered investment adviser affiliate, VectorGlobal IAG.

Marex Group To Buy Valcourt For Enhancing Fixed Income Market-Making Platform

By Amit Chowdhry ● Oct 27, 2025

Marex Group announced that it has agreed to acquire Valcourt SA, a Geneva-based fixed-income market-making firm specialising in high-yield, subordinated, emerging-market, private, illiquid, and sustainable debt instruments.

Prime Capital Launches Tax Advisory Through Partnership With Hartman Wanzor McNamara

By Amit Chowdhry ● Oct 27, 2025

Prime Capital Financial announced the launch of “Prime Capital Tax Advisory” through a strategic partnership with Hartman Wanzor McNamara (HWM), a Texas-based tax advisory firm. This move is part of a multi-year plan by Prime Capital to build a fully integrated wealth-management platform that supports clients through every stage of their financial lives.

Krilogy: Investment Raised From Rise Growth Partners

By Amit Chowdhry ● Oct 27, 2025

Rise Growth Partners, a firm that provides non-controlling minority capital and strategic expertise to exceptional wealth-management firms, announced it has entered into a long-term partnership with Krilogy, a St. Louis-based RIA managing approximately $4.1 billion in client assets. Launched in 2009, Krilogy is guided by its principle of the art of accomplishment, a philosophy rooted in relentless effort, thoughtful solutions, and a commitment to serve clients well now and for generations to come.