Browsing Tag
RIA consolidation
2 posts
Merit Financial Advisors adds $1.2bn in assets with Blueprint buy, expands into Chicago and Madison
Merit Financial Advisors adds $1.2B with Blueprint buy and names two execs to lead advisor and retirement plan growth. Read what this means for its strategy.
RIA growth watch: Apella buys Park Piedmont, marks 13th acquisition with WPCG
Apella Wealth expands into Chicago with Park Piedmont Advisors acquisition, adding $1B in AUM. Explore how this strategic move fuels its national RIA growth.