RIA Edge will provide exclusive M&A, marketing and client acquisition strategies from the most influential players in the RIA ecosystem.
Joined October 2021
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329 Photos and videos
Feb 10
RIA Edge Podcast 🎙️
Compound Planning's Alex Farman-Farmaian explains how AI-powered workflows and integrations enable advisors to serve clients more efficiently, while providing a better experience for clients.
Listen >> spr.ly/6018h3Ayp
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RIA Edge retweeted
Deals & Moves 🤝
Wells Fargo FiNet, RIA Credent Wealth Add Advisors
Rothschild Wealth makes a deal for a Chicago-area RIA, Apollon Wealth adds a $200 million firm, and a Bluespring partner firm bulks up assets with a deal. spr.ly/6012CF5kY
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RIA Edge retweeted
RIA Edge Podcast 🎙️
Carnegie's Jordan Raniszeski details the strategic decisions behind the firm’s rapid growth following its transition to independence.
Listen >> spr.ly/6011C47Kf
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4 Jun 2025
Merchant Investment Management, a New York-based private partnership that provides growth capital and other support to independent financial services firms, has hired Rich Policastro as managing director, to expand the firm’s network of service providers. spr.ly/601848DMI
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5 May 2025
Americana Partners, a Houston-based wealth management firm that is part of the @DynastyFP network, has brought on a team of advisors from the wirehouse channel its founders originally left. spr.ly/60132CnvH
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16 Apr 2025
Deals & Moves 🤝
Opal Wealth snags former Goldman #VP to head growth; @CeteraFinancial recruits former Osaic advisor; Bleakley details acquisitions with over $1 billion in assets. spr.ly/60142HXGe
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4 Mar 2025
Compound Planning, a self-described digital family office created via acquisition in 2023, has added seven advisors, including a four-person team with $1.2 billion in assets. spr.ly/6019LvHZJ
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3 Mar 2025
The acquisitions of Vinoble Group and Unionview Wealth Partners are the first under the new brand and bring the firm’s total client assets to $8.6 billion. spr.ly/6014LqzVu
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27 Feb 2025
On Thursday, it announced the addition of a digital solo 401(k) option for advisors working with self-employed clients. The product has been among the most requested by Betterment’s advisor pool, said Thomas Moore, head of @Betterment Advisor Solutions. spr.ly/6015LdFsH
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26 Feb 2025
Eric Hurkman, formerly of valuation software firm Carta, has joined Savvy to continue developing products for advisors and hiring more tech talent. spr.ly/6014LXj0y
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25 Feb 2025
Jeffrey Fuhrman, a former partner and president of Coastal Bridge Advisors, is named president soon after Bogart Wealth received outside capital. spr.ly/6017LpXiV
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25 Feb 2025
Elevation Point, an investment firm launched last year by former Sanctuary Wealth CEO Jim Dickson, has taken a 30% stake in Triton Wealth, an Aitkin, Minn.-based registered investment advisor with over $225 million in assets under management. spr.ly/6013LT9jv
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24 Feb 2025
Uptick Partners, a registered investment advisor platform launched by former Edward Jones advisors last year, has brought on its second advisor outside its founding members with a Little Rock, Ark.-based breakaway. spr.ly/6016LONNA
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14 Feb 2025
After a five-year run of acquisitions under Bob Oros, the hiring of former AYCO exec Larry Restieri may signal a focus on integration and organic growth, according to industry observers. spr.ly/6013IltfX
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10 Feb 2025
Former First Republic executive Dave Breslin has been quietly building General Catalyst’s wealth business over the last year and change. Here’s a look inside the vision, approach and growth thus far. spr.ly/6018IpmDI
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10 Feb 2025
Kristen Larson has launched Minneapolis-based NewSpring Wealth Partners after nine years at UBS. spr.ly/6013IpepS
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10 Feb 2025
CEO Marty Bicknell says growing the mega-RIAs senior wealth advisor pool is a key priority. spr.ly/6013ITFX3
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10 Feb 2025
RIA Edge Nashville is your perfect opportunity to gain exposure âś…
The leaders of the biggest advisory firms will be there. Will you be joining them?
Here’s a snapshot of some of the firms already confirmed to attend…
Secure your place now >> spr.ly/6015xCQNb
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7 Feb 2025
Linda Bready, president of advisory software development firm CleverCX, has launched a consulting business focused on helping advisory firms navigate mergers and acquisitions, both before and after a deal. spr.ly/6014IKMuO
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6 Feb 2025
Deals & Moves 🤝
@CeteraFinancial acquires a $250 million New York-based RIA; Corient snags an ultra-high-net-worth Pittsburgh advisory; and two Arizona-based advisors seek independence by moving to @LPL's RIA platform. spr.ly/6012I1if0
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