Financial Services Merit Financial Advisors Purchases The Bridgeway GroupThe Bridgeway Group is a Southern California wealth management firm with offices in Pasadena and Covina. August 12, 2026
Financial Services Raymond James Adds $692M Midwest Wealth Team from Bank MidwestThe group, previously operating as Midwest Wealth Management under LPL Financial, will now rebrand as Midwest Wealth Group. December 11, 2025
Kestra Expands with Secondary Headquarters in TempeThe firm named Angela Xavier as its new client experience officer to lead day-to-day operations in Tempe. October 15, 2025
Financial Services LPL Will Buy Commonwealth for $2.7BThe deal is one of LPL's largest and with Commonwealth's 2,900 financial advisors, will give LPL over 30,000 advisors in total. March 31, 2025
Financial Services Twenty Four Wealth Management Acquires Alpha Beta Gamma Wealth ManagementThe acquisition boosts Twenty Four Wealth’s assets under management to $1.1 billion. March 14, 2025