Dave Welling

PE-Backed Mercer Advisors Purchases $465M RIA Transitions Wealth Management

Transitions offers experience in investments, law, tax, insurance and retirement planning.

January 3, 2024

Brighton has assets under management of approximately $90 million.

December 6, 2023

Singh Advisory LLC is a wealth management firm located in Denver, Colo.

November 1, 2023

Steward is a wealth management firm located in Colleyville, Texas.

August 2, 2023

Senior managers are discussing plans to eliminate about 3,000 jobs from the global workforce by the end of this quarter.

May 2, 2023

The target is a comprehensive wealth management firm based in Allentown, Pa.

April 4, 2023

RPG is focused on serving the financial needs of its over 330 clients, representing over $325 million in assets under management.

December 7, 2022

Vintage serves over 500 clients with assets under management exceeding $850 million.

December 6, 2022