Asset Management

Choreo: Erik Merkau Named Chief Wealth Advisory Officer To Lead National Advisory Teams

By Amit Chowdhry ● Jan 11, 2026

Choreo, an independent wealth advisory firm, has appointed industry veteran Erik Merkau as chief wealth advisory officer, a move the firm said will support the continued expansion of its integrated platform that combines wealth planning with tax and other private client services.

Evensky & Katz / Foldes Wealth Management: Interview With Principal & Chief Revenue Officer David Evensky About The Advisory Firm

By Amit Chowdhry ● Jan 10, 2026

Evensky & Katz / Foldes Wealth Management is a registered investment advisory firm that provides comprehensive wealth management, financial planning, and investment advisory services to individuals, families, and institutions. Pulse 2.0 interviewed Evensky & Katz / Foldes Wealth Management Principal and Chief Revenue Officer David Evensky to gain a deeper understanding of the company.

Cerity Partners Merges With SOL Capital Management, Expanding Presence In Maryland And The Washington, D.C. Region

By Amit Chowdhry ● Jan 9, 2026

Cerity Partners, an independent U.S. wealth management firm, announced it has merged with SOL Capital Management, a Rockville, Maryland-based investment advisory firm focused on high- and ultra-high-net-worth individuals, families, and institutions.

Envestnet Names Sue Burton As Chief Marketing Officer

By Amit Chowdhry ● Jan 8, 2026

Envestnet has appointed Sue Burton as chief marketing officer, tasking the longtime financial services marketing executive with building an integrated global marketing engine and advancing the company’s digital experience strategy as it targets its next phase of growth.

EQV Advisory Launches In Raleigh As Founder-Led Employee-Owned Multifamily Office

By Amit Chowdhry ● Jan 8, 2026

EQV Advisory has launched as a privately held, founder-led, employee-owned wealth advisory firm headquartered in Raleigh, North Carolina, positioning itself as a multifamily office offering holistic investment management and wealth planning with a high-touch service model. The firm said its leadership team previously managed just under $5 billion in assets under management across prior roles and received regulatory approval in September 2025, beginning client onboarding in October.

Integrated Partners Onboards $233 Million Firm Fair Street Advisors

By Amit Chowdhry ● Jan 7, 2026

Integrated Partners announced it has added Fair Street Advisors, a Guilford, Connecticut-based advisory firm overseeing more than $233 million in assets under management, as the national RIA looks to deepen its capabilities for high-net-worth clients.

Mercer: Acquisitions Of Poterack And Long Run Wealth Closed, Adding About $905 Million In Client Assets

By Amit Chowdhry ● Jan 7, 2026

Mercer Global Advisors, a $92 billion national registered investment adviser, has closed two acquisitions that together add about $905 million in client assets, capping what the firm called its most active deal year to date as it heads into 2026. The firm said it acquired Poterack Capital Advisory, a digital-first wealth management firm with approximately $265 million in client assets, and Long Run Wealth Advisors, a Lake Placid, New York–based RIA with roughly $640 million in assets under management. Both transactions closed in 2025.

Ferguson Wellman Buys Great Northern Asset Management, Adds Second Washington Office

By Amit Chowdhry ● Jan 7, 2026

Ferguson Wellman Capital Management, an independent investment firm headquartered in Portland, Oregon, has acquired Great Northern Asset Management, expanding its footprint in southwest Washington as it looks to deepen its presence on both sides of the Columbia River.

Mariner Reveals Dual RIA Acquisitions, Adding About $1.8 Billion In Client Assets

By Amit Chowdhry ● Jan 7, 2026

Mariner has acquired First National Advisors in Rockland, Massachusetts, and Strava Wealth in Pittsburgh in a pair of transactions that together add approximately $1.8 billion in assets under advisement and expand the firm’s footprints in Greater Boston and western Pennsylvania.

The AmeriFlex Group Secures Strategic Minority Investment From Cambridge

By Amit Chowdhry ● Jan 7, 2026

The AmeriFlex Group, an advisor-owned hybrid RIA based in Las Vegas, said Cambridge Investment Research has made a strategic minority investment in the firm to accelerate the national expansion of its SuccessionFully platform.