Mercer Global Advisors has acquired Pinnacle Wealth Solutions (Pinnacle), a wealth management firm located in Midlothian, Virginia.
Deals & Transactions
Wealth Enhancement Group, an independent wealth management firm, has acquired Reby Advisors, an independent registered investment adviser (RIA) with approximately USD727 million in client assets.
Citi has created a single wealth management organisation, Citi Global Wealth, unifying wealth management teams in Global Consumer Banking (GCB) and the Institutional Clients Group (ICG).
Mercer Global Advisors (Mercer Advisors), a national Registered Investment Adviser (RIA), has acquired Rowland Carmichael Advisors (RCA), a wealth management firm located in Scottsdale, Arizona.
Modera Wealth Management (Modera) and Independence Advisors (IA) merged on 30 December, 2020. The firm now operates under the name of Modera Wealth Management, with combined regulatory assets under management of approximately USD4.4 billion, over 1,900 clients across 40 states, 81 employees, and an office presence in Massachusetts, New Jersey, Pennsylvania, Georgia, North Carolina, and Florida.
Wetherby Real Estate launches to provide HNWs with Prime Central London serviced accommodation investment opportunities
Wetherby Real Estate, which has been created to source and acquire luxury Serviced Accommodation in Prime Central London on behalf of global investors, has launched.
Mercer Global Advisors, a national Registered Investment Adviser (RIA), has acquired McGee Wealth Management (MWM), a wealth management firm located in Portland, Oregon.
Registered Investment Adviser (RIA) Mercer Global Advisors has acquired Atlanta Financial Associates (AFA), a wealth management firm located in Atlanta, Georgia.
HK Financial Services (HKFS), a CPA-focused registered investment advisor (RIA), has rebranded as Avantax Planning Partners, and will operate alongside Avantax Wealth Management.
Diversified Lifelong Advisors is to be joined by RZ Wealth, a Registered Investment Advisor in Wayne, Pennsylvania, in a deal totalling USD900 million in combined client assets under management.