The 150 largest fee-only financial planning firms manage a combined $1.09 trillion across more than 949,000 client accounts, according to this year's edition of the RIA Leaders rankings. Processing ...

As co-head of Dynasty Investment Bank, I spend much of my time evaluating RIA firms for potential mergers and acquisitions. Over the years, I’ve seen firsthand that there’s no single formula for what ...

It's been a strong start to the 11th inning of the 2025 deal calendar, with serial acquirer Wealth Enhancement announcing a landmark acquisition as RIA behemoth Mariner gains yet another foothold in ...

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial, a national wealth management firm empowering advisors to deliver family office-level services and drive business growth, announced it has been ...

Clearly more and more families are entrusting independent advisors to manage their assets. But how does one choose between countless firms? It’s one thing to choose an advisor who works for a global ...

With markets evolving and rate cuts on the horizon, Top RIA Firm Mission Wealth offers a complimentary strategy session to help families nationwide align their investment portfolios with their ...

Summit Trail Advisors ("Summit Trail"), a leading ultra-high-net-worth (UHNW)-focused independent registered investment advisor, today announced that the firm has once again been recognized by ...

NEW YORK--(BUSINESS WIRE)--Summit Trail Advisors (“Summit Trail”), a leading ultra-high-net-worth (UHNW)-focused independent registered investment advisor, today announced that the firm has once again ...

National wealth management firm advances 15 spots based on its growth, technology, and quality of services offered to clients Summit Financial, a national wealth management firm empowering advisors to ...

Summit Trail Advisors Recognized by Barron’s as one of the Top 100 RIA Firms in the U.S. Summit Trail Advisors (“Summit Trail”), a leading ultra-high-net-worth (UHNW)-focused independent registered ...

NEW YORK, Sept. 16, 2025 (GLOBE NEWSWIRE) -- Arax Investment Partners (“Arax” or the “Company”), a premier wealth and asset management platform company backed by RedBird Capital Partners (“RedBird”), ...

Ferguson Wellman, a registered investment advisor based in Portland, Ore., with more than $9 billion in client assets, was founded in 1975 with a focus on working with union pension plans, businesses ...