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

Merit Financial Advisors Partners with Hershey Wealth Advisors, LLC and Establishes Merit’s Fifth Office in Pennsylvania

by Katie Copeland | Feb 11, 2025 | Merit

Merit Financial Advisors Partners with Pillar Wealth Management Co., Adding Two New Offices in Wisconsin

by Katie Copeland | Jan 28, 2025 | Merit