Registered Investment Advisor

PE-Backed Mercer Advisors Buys Andesa

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

April 4, 2023

Dealmakers in the RIA sector are diverging from the global average because the industry’s need to consolidate is secular, not cyclical.

January 18, 2023

Salem Capital was founded by Hal Rubin, a veteran financial services executive with 40 years of experience.

July 26, 2022

Bivin is a wealth management company with $130 million of assets under management.

June 9, 2022

Berkson is a wealth management firm that serves 100 clients with $185 million of assets under management.

June 8, 2022

With the acquisition, Creative Planning manages or advises on $225 billion in assets across all 50 states.

June 2, 2022

The deal brings Total Wealth's assets under management to a total of $900 million.

January 3, 2022

The firm commenced its operations in 2017 in order to manage investment strategies.

December 30, 2021