25-year industry veteran seeks greater autonomy for next stage of his career.
The wealth manager has announced a strategic investment in the Florida RIA firm.
Georgia-based GER Loftin Wealth Advisors oversees $225 million in client assets.
Ohio-based team has more than 115 years of combined industry experience.
The firm has expanded its presence in Pennsylvania and Utah.
Cerulli projects the independent and hybrid RIA channels will control nearly one-third of intermediary asset market share by 2027.
Latest addition is also the seventh for the firm so far in 2023.
New indie wealth firm is named for a local landmark.
LPL also hit with $40 million charge related to the SEC's ongoing investigation of electronic communications.
Team of three join the firm’s network of more than 1,300 advisors.
The Marlton, New Jersey-based pair operate Schwartz Financial Services and oversee $175 million in assets.
Advisor and client services associate are focused on complex needs of HNW clients.
Dan Glaser, the chairman of the company's board, has been appointed interim CEO, effective immediately.
Wilmington becomes the firm’s fourth location in North Carolina.
Two advisors join the firm's employee advisor channel.
The Miami-based Ruccio Group focuses on ultra-high-net-worth clients.
A focus on Vanguard led to a long-running independent newsletter and then a successful RIA.
'If ... you've got a client sitting on a lot of cash earning zero, I would hope you're telling them to put it into Treasuries or something,' Gorman said.
Russell Crow and William Diehl head the Dallas-based group.
The independent firm operates in Pennsylvania and New Hampshire.
