Burling Wealth Partners Surpasses $1 Billion in Assets Under Management in First Full Year of Operations

CHICAGO, Jan. 14, 2026 /PRNewswire/ -- Burling Wealth Partners, an independent Registered Investment Advisor, announced today that it has surpassed $1 billion in client assets under management as of ...
Wealth Management

&Partners Adds Upstate New York Father-Son Team From Wells Fargo

Curley Wealth Management, a practice with about $500 million in pre-hire AUM, is the latest to join &Partners from David ...

Windgate Wealth Management Joins Chicago-based Rothschild Wealth Partners

Windgate Wealth Management is the second acquisition overseen by Mac O'Brien, Chief Growth Officer at Rothschild Wealth Partners, since he joined the firm in the summer of 2025. This merger represents ...
Seeking Alpha

Steward Partners Acquires Mainstay Wealth Management Continuing Rapid Growth Trajectory

The latest addition to the Steward Partners platform yields an additional $850 million in client assets NEW YORK, Nov. 21, 2024 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, ...

Rothschild Wealth Partners Welcomes Former Wells Fargo Advisor Bret Petersen as Managing Director & Partner

Rothschild Wealth Partners, an independent wealth management firm serving affluent families and business owners nationwide, today announced that Bret Petersen has joined the firm as Managing Director ...
WealthManagement.com

&Partners Adds Two More Wells Fargo Teams

&Partners, a St. Louis-based hybrid broker/dealer launched by David Kowach, the former president and CEO of Wells Fargo Advisors, has added two advisor teams this week, both from Wells Fargo Advisors.
Business Wire

Merriman Wealth Management to Join Focus Partners Wealth

NEW YORK--(BUSINESS WIRE)--Focus Financial Partners Inc., an interdependent partnership of wealth management, business management, and related financial services firms, today announced that it has ...
National Association of Plan Advisors

Cerity Partners and Austin Private Wealth Announce Merger

Independent wealth management firm Cerity Partners announced this week that it has merged with Austin Private Wealth, an independent wealth management firm based in Austin, Texas.
InvestmentNews

Cerity Partners continues merger tear with SBC Wealth Management

Cerity Partners is striking while the iron is hot as it unveils its latest merger deal with a Midwest wealth firm. On Tuesday, the top-ranked RIA announced its merger with SBC Wealth Management, an ...
Private Banker International on MSN

EP Wealth adds Capital Insight Partners to network

Established in 2008, CIP provides wealth management services for both private clients and employer-sponsored retirement plans ...
KTLA

Steward Partners Acquires Mainstay Wealth Management Continuing Rapid Growth Trajectory

The latest addition to the Steward Partners platform yields an additional $850 million in client assets The Mainstay Wealth Management team brings over three decades of wealth management industry ...