Apella Wealth Expands National Presence with Addition of Iron Horse Wealth Management, Adding $574 Million in AUM

by Katie Copeland | Jun 24, 2025 | Apella

Merit Financial Advisors Expands Pacific Northwest Presence Through Partnership with Olympic Wealth Management

by Katie Copeland | Jun 17, 2025 | Merit

EP Wealth Advisors Establishes Presence in Idaho with Acquisition of Buffington Mohr McNeal

by Katie Copeland | Jun 5, 2025 | EP

Merit Financial Advisors Partners with RCM Investments and Opens First Office in Utah

by Katie Copeland | Jun 3, 2025 | Merit

MAI Capital Management Selects iCapital® to Scale its Custom Alternatives Platform

by Katie Copeland | May 5, 2025 | MAI