Asset Management

Summitry: $721 Million Firm Vantage Wealth Onboarded To Expand Southern California Presence

By Amit Chowdhry ● Mar 11, 2026

Summitry, a Bay Area-based wealth management firm with approximately $3.36 billion in assets under management as of January 31, 2026, has acquired Vantage Wealth, a Pasadena, California-based registered investment advisor overseeing $721 million in AUM as of February 8, 2026.

Bluespring Wealth Partners: $60 Million Firm Pittman Financial Group Joins Through Security Financial Management Partnership

By Amit Chowdhry ● Mar 11, 2026

Bluespring Wealth Partners announced that Pittman Financial Group and its team will merge into Security Financial Management (SFM), an existing Bluespring partner firm, as part of an expansion designed to strengthen client services and support advisor succession planning.

Easterly Asset Management: Acquisition Of Olstein Capital Management’s Fund Management Business

By Amit Chowdhry ● Mar 11, 2026

Easterly Asset Management announced it has entered into an agreement to acquire the fund management business of Olstein Capital Management, a value-focused investment firm founded by Robert A. Olstein. The transaction is intended to expand Easterly’s value-investing capabilities and to integrate Olstein’s mutual funds into Easterly’s broader investment platform.

AdvisorEngine Portfolio Solutions Launches TAMP To Expand Investment Management Capabilities For RIAs

By Amit Chowdhry ● Mar 11, 2026

AdvisorEngine Portfolio Solutions announced the launch of its turnkey asset management program (TAMP), designed to give independent advisory firms a more integrated investment management experience within the broader AdvisorEngine wealth management technology platform.

Cresset: Susie Cranston Named Chief Executive Officer As Founders Move To Executive Co-Chair Roles

By Amit Chowdhry ● Mar 10, 2026

Cresset announced that Susie Cranston, currently president of the firm, will assume the role of chief executive officer effective April 15, 2026. As part of the leadership transition, co-founders Avy Stein and Eric Becker will step down from their co-CEO roles and continue as executive co-chairmen, remaining actively involved in guiding the firm’s culture, client relationships, investment platform, growth initiatives, mergers and acquisitions strategy, recruiting, and governance.

WealthStream: AI Advice Intelligence Platform Launched To Help Develop Next Generation Of Advisors

By Amit Chowdhry ● Mar 10, 2026

WealthStream announced the launch of its AI-native advice intelligence platform designed to help wealth management firms develop advisors more quickly and deliver consistent, high-quality financial planning. The platform debuted at the T3 Technology Conference in New Orleans.

VRGL: Unified Growth Platform Expansion For Wealth Management Firms

By Amit Chowdhry ● Mar 10, 2026

VRGL announced the expansion of its advisory technology platform, evolving beyond proposal software into a unified growth platform designed to support wealth management firms across the entire client lifecycle. The company said the expanded architecture connects acquisition, engagement, and retention workflows within a configurable system designed to help firms scale their operations and client relationships.

Thrivent Plans To Hire 600 Financial Advisors In 2026

By Amit Chowdhry ● Mar 10, 2026

Thrivent announced plans to hire 600 new financial advisors in 2026 as the Fortune 500 financial services company continues an aggressive expansion of its advisor workforce. The initiative follows a similar hiring push in 2025, when the firm exceeded its goal of adding 600 advisors.

Evolve Private Wealth: Zico Parmar Named Chief Operating Officer To Support National Expansion

By Amit Chowdhry ● Mar 10, 2026

Evolve Private Wealth has appointed Zico Parmar as chief operating officer, strengthening the leadership team of the independent wealth management firm as it continues its nationwide expansion and operational buildout.

Osaic: Wealth Management Platform Unveils 2026 Osaic Foundation Board

By Amit Chowdhry ● Mar 10, 2026

Osaic, one of the largest providers of wealth management strategies in the United States, announced the appointment of the 2026 board of the Osaic Foundation, the company’s 501(c)(3) private charitable foundation that supports community service initiatives led by its financial professionals, employees, and staff.

NewEdge Capital Group: $6 Billion Stonegate Investment Group Affiliation Expands Pillar Channel Past $14 Billion

By Amit Chowdhry ● Mar 10, 2026

NewEdge Capital Group announced that Stonegate Investment Group, a Birmingham, Alabama-based advisory firm overseeing approximately $6 billion in client assets, has affiliated with its NewEdge Advisors registered investment advisor platform. The transaction pushes the firm’s Pillar Channel program beyond $14 billion in client assets and represents the largest advisory team to join the program since its launch.

Janney Montgomery Scott: Financial Advisor Scott Patterson Joins Wealth Management Team In Maryland

By Amit Chowdhry ● Mar 10, 2026

Janney Montgomery Scott announced that financial advisor Scott Patterson has joined the firm in Hunt Valley, Maryland, expanding the company’s wealth management presence in the region.

Envestnet: Dash Launched To Simplify Advisor Prospecting And Financial Planning Workflows

By Amit Chowdhry ● Mar 10, 2026

Envestnet announced the launch of Dash, a new proprietary solution within its MoneyGuide financial planning platform designed to simplify the early stages of financial planning and help advisors engage prospective clients with minimal upfront data collection. The tool is part of Envestnet’s first quarterly technology update of 2026 and is intended to bridge the gap between quick financial calculators and comprehensive planning tools.

Wealth.com Partners With Dynasty Financial Partners To Embed Ester AI Across Advisor Network

By Amit Chowdhry ● Mar 9, 2026

Wealth.com announced an enterprise agreement with Dynasty Financial Partners to integrate its AI-powered estate and tax intelligence technology, Ester, into Dynasty Desktop. The partnership will bring Wealth.com’s Ester AI as a Service to Dynasty’s national network of independent advisory firms, expanding access to automated estate document analysis and planning insights.

Perigon Wealth Management Launches Scalable Organic Growth Platform And Appoints Jon Seif And Luke Samuels

By Amit Chowdhry ● Mar 9, 2026

Perigon Wealth Management announced that it is developing a scalable organic growth platform supported by new leadership appointments as the firm seeks to institutionalize its growth strategy.

Pinnacle Peak: $460 Million RIA Joins Arax’s Ashton Thomas Private Wealth

By Amit Chowdhry ● Mar 9, 2026

Arax Investment Partners announced that Pinnacle Peak Private Client Group, a Scottsdale-based registered investment advisor with $460 million in assets under management, has joined Ashton Thomas Private Wealth, one of Arax’s partner firms. The addition continues Ashton Thomas’ rapid pace of growth while strengthening the firm’s presence in its home market and across the Southwest.

Savant Wealth Management: $127 Million Grand Capital Advisors Partnership Expands Michigan Presence

By Amit Chowdhry ● Mar 9, 2026

Savant Wealth Management announced it has partnered with Grand Capital Advisors, a Grand Blanc, Michigan-based registered investment advisor with about $127 million in assets under management, expanding the firm’s footprint in the Midwest.

Carson: ZeroCelsius Wealth Studio Acquisition Expands Network To 40 Wholly Owned Offices

By Amit Chowdhry ● Mar 9, 2026

Carson Group announced it has fully acquired ZeroCelsius Wealth Studio, marking the firm’s 40th wholly owned office as it continues expanding its national advisory platform. The Omaha, Nebraska–based wealth advisory firm manages more than $57 billion in assets.

Raymond James: $800 Million Advisor Team Joins Independent Channel

By Amit Chowdhry ● Mar 8, 2026

Raymond James Financial Services (RJFS), the independent advisor channel of Raymond James Financial, has welcomed a six-advisor team managing more than $800 million in client assets. The group joined from Commonwealth Financial Network and will operate as OakWood Financial Services in Rochester, New York.

Moonfare Appoints Alice Avenel As Head Of France And Benelux

By Amit Chowdhry ● Mar 8, 2026

Moonfare, a global private markets investment platform, announced the appointment of Alice Avenel as head of France and Benelux. Based in Paris, Avenel will be responsible for accelerating Moonfare’s growth among private investors, family offices, and distribution partners across the region.

Wealth Enhancement Brings In $1.2 Billion Advisor Team To Expand Into Kansas

By Amit Chowdhry ● Mar 6, 2026

Wealth Enhancement announced it has acquired an advisor team from TFB Advisors that manages more than $1.2 billion in client assets, marking the firm’s first office location in Kansas and expanding its national footprint.

Cresset: MeMe McNairy-Glenn Promoted To Managing Director, National Strategic Growth

By Amit Chowdhry ● Mar 6, 2026

Cresset announced that it has promoted MeMe McNairy-Glenn to Managing Director, National Strategic Growth, a role in which she will help guide the firm’s next phase of national expansion by welcoming families of wealth and high-caliber advisory teams to the platform.

Infinitas Capital Launches New Swedish Investment Platform

By Amit Chowdhry ● Mar 6, 2026

Infinitas Capital, the Swiss single-family office led by Robin Lauber, announced the launch of a new Swedish investment platform with plans to pursue a listing on Nasdaq Stockholm in 2026. The initiative is designed to give public market investors access to private market opportunities that are typically limited to investors with specialized networks or significant capital resources.

OneVest Partners With RIA Firm Merit Financial Advisors To Support Expansion Strategy

By Amit Chowdhry ● Mar 5, 2026

OneVest announced a strategic partnership with Merit Financial Advisors aimed at supporting the wealth management firm’s rapid national expansion and technology modernization. The collaboration is designed to help Merit scale operations while maintaining its advisor-centric approach as the firm continues an active acquisition strategy.

Mercer: Women & Wealth Practice Launched To Support Female Investors

By Amit Chowdhry ● Mar 4, 2026

Mercer Global Advisors has launched a national Women & Wealth practice, establishing a dedicated group focused on advancing women through holistic financial planning, wealth building, and community engagement.

Osaic: $464 Million Firm Gardner Wallace Financial Solutions Joins

By Amit Chowdhry ● Mar 4, 2026

Osaic announced that Gardner Wallace Financial Solutions, a Texas-based wealth management firm overseeing approximately $464 million in client assets, has joined its platform through Advisory Resource Group, an office of supervisory jurisdiction. The Addison, Texas-based firm previously operated with Kestra and is affiliating with the platform to accelerate growth, expand its advisor team and strengthen long-term succession planning.

First Manhattan: $300 Million Firm Beddow Capital Management Joins

By Amit Chowdhry ● Mar 4, 2026

First Manhattan, an independently owned investment advisory firm with more than $36 billion in assets under management, announced that Beddow Capital Management has joined the firm, bringing more than $300 million in client assets and nearly four decades of investment experience.

First Manhattan: $300 Million RIA Beddow Capital Management Joins Firm

By Amit Chowdhry ● Mar 3, 2026

First Manhattan, a New York-based registered investment advisor with more than $36 billion in assets under management, announced that Beddow Capital Management, an RIA based in Jackson, Wyoming, has joined the firm.

MCF Advisors: Acquisition Of $617 Million Firm Wealth Planning Expands Cincinnati Presence

By Amit Chowdhry ● Mar 3, 2026

MCF Advisors, a Kentucky-based registered investment adviser serving families, business owners and retirement plan sponsors, has acquired Cincinnati-based wealth management firm Wealth Planning Corporation, which oversees approximately $617 million in assets under management.

Accelerated Wealth Partners: $200 Million Commitment From RIA Investor J.C. Flowers

By Amit Chowdhry ● Mar 3, 2026

Accelerated Wealth Partners (AWP), a New York-based strategic investment and operating platform focused on the registered investment advisor industry, announced that private investment firm J.C. Flowers & Co. has committed up to $200 million to support the launch and growth of the platform.