Tag: Snags

Asset Allocation

Sanctuary Partner Launches $400M RIA; Wealth Enhancement Snags $164M Firm

06/08/2025
mhsj

Mergers and acquisitions and advisor recruiting have stayed strong this summer in the registered investment advisor…

Asset Allocation

Steward Partners Snags $500M Advisor From Truist

22/07/2025
mhsj

Steward Partners, an employee-owned hybrid partnership of independent advisory firms, has added former Truist advisor Mike Wood…

Wealth Planning

CW Advisors Snags Two Firms With Combined $1.4B In Assets

08/05/2025
mhsj

CW Advisors, a Boston-based registered investment advisor backed by Audax Private Equity, has booked over $3.5…

Asset Allocation

Savant Adds $1.15B RIA; Mariner Snags $325M Firm

08/05/2025
mhsj

Savant Wealth Expands Into Rhode Island With $1.15B Corrigan Savant Wealth Management, a $29.6 billion registered…

Asset Allocation

Americana Snags $1.5B Morgan Stanley Team

08/05/2025
mhsj

Americana Partners, a Houston-based wealth management firm that is part of the Dynasty Financial Partners network, has brought…