The acquisition adds portfolio rebalancing and trading to the Addepar platform.
Stephen P. McGovern, who joined Merrill in 2009, makes the move in Stuart, Florida.
The veteran advisers and three associates make the switch in midtown Manhattan
Private-sector employers that don't offer a retirement plan are now required to enroll workers in the state's program.
Barley Mill Asset Management is based in Wilmington, Delaware; the Delaware office will remain under the leadership of Paul Dorsey, who founded Barley Mill more than a decade ago.
The Pittsburgh-based financial firm specializes in securities-based loans.
Future Proof, which will cover technology and trends, is set for Huntington Beach, California, in September 2022.
The father-and-son Riolo Financial Group is based in New City, New York.
The product, which will be offered in defined-contribution plans, is engineered to deliver 6% income at retirement.
The purchase of Bloomfield Hills Financial brings SageView 50 employees and six locations.
