Merit Financial Advisors Acquires Obsidian Planning Solutions by Katie Copeland | Oct 8, 2025 | Merit
MAI Capital Adds $1.2 Billion in Assets With 2 New RIA Acquisitions by Katie Copeland | Sep 25, 2025 | MAI
Apella Wealth Welcomes Park Piedmont Advisors Establishing Presence in Chicago and Adding over $1 Billion in AUM by Katie Copeland | Sep 2, 2025 | Apella
