Firms such as Stratos Wealth remain "incredibly optimistic about M&A" for RIAs being driven by aging advisor demographics and private equity investments.

Bluespring Wealth Partners, meanwhile, announced its acquisition of Charter Capital Management, an RIA based in Brookfield, ...

Stratos Wealth Partners began 2024 by recruiting former Osaic-affiliated Pettinelli Financial Partners of Redwood City, Calif., which has $700 million in client assets.

Stratos Wealth Holdings, ("Stratos"), announced that its three affiliated companies, Stratos Wealth Partners, Stratos Wealth Advisors and Stratos Wealth Management recruited a combined $3.5 billion in ...

Integrating Alpha Beta Gamma into Twenty Four Wealth expands client services to include retirement and estate planning, tax strategies, and investment management ...

March 12, 2025 /PRNewswire/ -- Twenty Four Wealth Management (affiliated with Stratos Wealth Partners, a Registered Investment Advisor and Stratos' hybrid platform associated with LPL Financial ...

DARIEN, Conn., March 12, 2025 /PRNewswire/ -- Twenty Four Wealth Management (affiliated with Stratos Wealth Partners, a Registered Investment Advisor and Stratos' hybrid platform associated with LPL ...

Partners Wealth Management has bought Johnston Carmichael Wealth, adding £855mn in assets. Following the deal, PWM, part of the 7IM group, now looks after combined assets totalling around £6bn ...

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