The deal for Portfolio Evaluations of New Jersey is Captrust’s 54th acquisition since 2006.
Retirement plan consultant Gouldin & McCarthy is based in Basking Ridge, New Jersey.
The fund giant says it also added $20 billion in defined-benefit assets last year.
Wrenn Financial Strategies in Raleigh, North Carolina, is the firm's latest acquisition.
Hugh Lau is leaving D.A. Davidson to start his own firm in Lincoln, Nebraska.
HawsGoodwin Investment Management is based in Franklin, Tennessee.
Choir uses proprietary algorithms to measure the diversity of a conference's speakers.
Viewpoint Financial Network is firm’s 14th acquisition in last six months.
Naples-based Cordasco Financial Network was founded in 2011.
Biltmore Capital and Stone Creek Capital are based in New Jersey and Florida.
