You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Last month, a team managing $129 billion in client assets broke away from Merrill Lynch to launch their own registered investment advisor, OpenArc Corporate Advisory. It was a blockbuster move that was years in the making, and Merrill immediately filed suit, calling it a “premeditated corporate raid.”  John W. Thiel, the former head of Merrill Lynch Wealth Management who launched his own RI ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Creative Planning, the Overland Park, Kan.-based registered investment advisor with more than $370 billion in client assets, has acquired SageView Advisory Group, with plans for the deal to close in December. The deal, previously reported by WealthManagement.com, will further solidify Creative Planning as one of the country’s largest RIAs with deep tentacles across wealth and retirement plan ass ...

MIDDLETOWN, N.Y., Oct. 08, 2025 (GLOBE NEWSWIRE) -- Orange County Bancorp, Inc. announced today that Hudson Valley Investment Advisors (HVIA) is rebranding as Orange Investment Advisors to create a streamlined experience for clients and staff and a single, synergistic brand with Orange Bank & Trust Company (Orange Bank).“We want to assure all clients that while the name is changing, your advisory team, investment strategy, investment philosophy, and the investment committee will remain the same,” said Mark ...

公司人事任命 - 1919 Investment Counsel LLC聘请Braxton Comer担任Principal, Business Development Officer [1] - Braxton Comer拥有战略咨询和法律专业背景，曾在Accenture LLP工作并为全球客户提供战略解决方案，后获得法学学位并开设独立律所，为家族办公室和非营利组织提供咨询 [1] 新任职责与专长 - Braxton Comer将专注于培养新客户关系，与潜在客户沟通以理解其目标，并组建合适的团队提供支持 [3] - 其将密切与个人、家族、基金会和捐赠基金合作，提供量身定制的综合投资顾问服务 [3] - Braxton Comer在慈善策略方面具备专业经验，将协助客户建立和发展有意义的慈善遗产 [3] - 其加入有助于公司帮助客户协调复杂的财富传承策略，其中慈善事业常扮演重要角色 [2] 公司业务与规模 - 截至2025年6月30日，1919 Investment Counsel管理约244亿美元资产，其中30亿美元为负责任投资策略 [5] - 公司客户群多元化，包括个人和家族、企业、基金会、慈善信托以及教育和其他非营利机构 [5] - 公司自1919年成立以来，以提供高接触度、个性化的客户体验而闻名，并被Barron's、Forbes和Financial Advisor Magazine认可为美国顶级注册投资顾问公司之一 [5] 公司背景信息 - 1919 Investment Counsel是Stifel Financial Corp的子公司，为注册投资顾问，拥有超过100年历史 [6] - 公司总部位于巴尔的摩，并在伯明翰、辛辛那提、纽约、费城、旧金山和维罗比奇设有办事处 [6] - 母公司Stifel Financial Corp (NYSE: SF) 为金融控股公司，通过全资子公司开展银行、证券和金融服务业务 [7]

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. OpenArc Corporate Advisory, a newly created registered investment advisor that broke away from wirehouse Merrill Lynch, has national growth plans as it kicks off operations from its 70,000 square-foot headquarters in Atlanta, according to Senior Managing Partner Erik Bjerke. The RIA launched in September on the Dynasty Financial Network platform with Dynasty as a minority investor and Charles Sc ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. It was a busy advisor deal and recruiting week with over a dozen announcements. According to DeVoe & Company, that makes for a fitting end to the third quarter, which clocked the most registered investment advisor deals (94) since the M&A consultancy started tracking in 2019. “Quarter after quarter, RIA M&A continues to heat up,” David DeVoe, founder and CEO of DeVoe, said in the firm's quarterl ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Perigon Wealth Management, a $9.3 billion San Francisco-based registered investment advisor, has acquired Gitterman Wealth Management and Gitterman Asset Management, Edison, N.J.-based sister firms managing $1.3 billion in client assets. Merchant has been a minority investor in Gitterman since 2019. Diffractive Managers Group, the asset management platform of 1251 Capital Group, took a minority ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Ashton Thomas Private Wealth, a registered investment advisor acquired by Arax Investment Partners in 2023, has added a Sarasota-based team of advisors managing about $1.5 billion in assets and named one of its co-founders to a newly created role of chief investment officer. Partners and co-founders Don Hagan and Arthur Day, along with their five-person team from Day Hagan, will join Ashton Thom ...

GREENWICH, Conn., Oct. 01, 2025 (GLOBE NEWSWIRE) -- GAMCO Investors, Inc. (“Gabelli”) (OTCQX: GAMI) announced today that assets under management (“AUM”) were $35.0 billion at September 30, 2025 as compared to $32.2 billion at September 30, 2024. Gabelli expects to report third quarter 2025 diluted earnings in the range of $0.66 to $0.72 per share versus $0.69 per share for the third quarter of 2024. Gabelli plans to review further details with its financial results in early November. About GAMCO Investors, ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. EP Wealth Advisors, an acquisitive Torrance, Calif.-based registered investment advisor with nearly $40 billion in assets under management, has signed an agreement with Ares Management for the private equity firm to acquire a significant minority stake in the firm. Ares invests alongside Berkshire Partners, EP’s existing minority equity partner. Terms of the deal, expected to close next month, w ...