$2B RIA and $300M firm team up in California

In a deal made in Schwab land, a $1 billion Boulder RIA buys smaller rival but takes the bolder name of its quarry

EP Wealth Adds Ex-LPL Firm Ballou Plum to Form $2.3B Fee-Only RIA

Two RIA M&A firms merge -- sort of -- when they're not competing head-to-head

Merger of 2 RIAs Creates New $1.25B RIA Colorado Financial Mngt

M&A Market Trends: What RIA Sellers Need to Know

Wealth Management M&A Boosts Business for Firms

Dayton financial firm to merge with national company