Post by Wealth Solutions Report
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In this month’s Wealth Solutions Report WSRIA roundup of top RIA news: • Waverly Advisors, LLC Purchases TruWealth Advisors, Adds $3.1 Billion In AUM • Corient To Acquire $7.8 Billion Capital Advisors • Prairie Wealth Advisors, Inc. And McEwen Group Form Billion-Dollar RIA • Sowell Management Partners With Merchant To Launch Advisor Equity Program • ECHELON Partners Reports Record RIA M&A Quarter • Sanctuary Wealth Adds $350 Million Iron North Private Wealth From UBS • Arax Advisory Partners Adds $1.5 Billion The Oak Group • Gryphon Wealth Launches Independent RIA With TradePMR • Cetera Financial Group Combines Two Units Into RIA Cetera Planning Partners • Prosperity Capital Advisors Unifies Five Firms Under One Brand • Lido Advisors Names Brian Haloossim President, Elevates Ken Stern To Co-CEO • The Oasis Group And AdvisorEngine Study RIA Growth Operations https://lnkd.in/egN9kqfK #WealthSolutionsReport #FinancialAdvisors #WealthManagement #RIAs