Merit Financial Advisors Partners with Sanctuary Wealth Management and Fiduciary Services; Adds First Office in Idaho

by Katie Copeland | Mar 18, 2025 | Merit

Exclusive: WPCG and HGGC invest in $3.3bn Kentucky RIA MCF Advisors

by Katie Copeland | Mar 18, 2025 | MCF

Apella Wealth Expands East Coast Presence with Addition of Marrella Private Wealth, Adding $518 Million in AUM

by Katie Copeland | Mar 10, 2025 | Apella

EP Wealth Advisors Expands Presence in Colorado with the Acquisition of Denver-Based The Holben Group, LLC

by Katie Copeland | Mar 5, 2025 | EP

EP Wealth Advisors Debuts in Music City with Acquisition of Nashville-Based Criterion Capital Advisors, LLC

by Katie Copeland | Feb 13, 2025 | EP