RIAs

PE-Backed Mercer Advisors Purchases Resource Planning Group

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

December 07, 2022

LakeView oversees $415 million in client assets and offers retirement and financial planning services.

December 07, 2022

Advanced Regulatory Compliance is an investment advisory compliance firm serving RIAs across the U.S.

December 06, 2022

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

December 06, 2022

Wall Advisors' team will join Waverly, with H. Lee Wall, president and founder, assuming the role of regional director.

December 05, 2022

Together, the companies will work to offer on-demand financial care to their customers in need.

December 01, 2022

Caprin Asset Management offers municipal and taxable fixed-income investment services and manages approximately $1.3 billion in client assets.

November 23, 2022

Multifamily properties are hot commodities, while RIAs receive private equity attention.

November 09, 2022