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Waverly Advisors Acquires Heartwood Wealth Advisors

Waverly Advisors Acquires Heartwood Wealth Advisors

by Emily Mcgrath | Sep 29, 2026 | Waverly

Verdence Capital Advisors Expands Hunt Valley, Maryland Presence with Acquisition of Harvest Investment Consultants

Verdence Capital Advisors Expands Hunt Valley, Maryland Presence with Acquisition of Harvest Investment Consultants

by Emily Mcgrath | Sep 22, 2026 | Verdence

Apella Wealth Welcomes Longview Financial Advisors, Expanding Bay Area Presence and Adding Approximately $384 Million in AUM

Apella Wealth Welcomes Longview Financial Advisors, Expanding Bay Area Presence and Adding Approximately $384 Million in AUM

by Emily Mcgrath | Sep 16, 2026 | Apella

Apella Wealth Welcomes Longview Financial Advisors, Expanding Bay Area Presence and Adding Approximately $384 Million in AUM

Morris Financial Concepts Joins Apella Wealth

by Emily Mcgrath | Sep 15, 2026 | Apella

Vistria takes majority stake in Curi Capital in fresh RIA deal

Vistria takes majority stake in Curi Capital in fresh RIA deal

by Emily Mcgrath | Aug 25, 2026 | Curi Capital

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