Acquisition adds $366 million to MAI's AUM while expanding its footprint in the Mid-Atlantic MAI Capital Management ("MAI"), a registered investment advisor (RIA) focused on empowering clients to ...

For seven years running, Capital Wealth Advisors has maintained its presence on the Inc. 5000 list, an accomplishment that further solidifies its position as a leader in the financial advisory ...

Carson Group is a dba of CWM, LLC, an SEC Registered Investment Advisor. Investment advisory services are offered through CWM, LLC. CWM, LLC is a subsidiary of Carson Group Holdings, LLC. *AUM amount ...

Focus Partners Wealth has launched a new portal for some advisors and clients, aiming for full access for the $96 billion ...

The acquisition adds more than $4 billion in assets under management to United Capital, an affiliate of Creative Planning.

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

More wealth managers are billing themselves as 'family offices' as clients request services formerly reserved for the ...

Jason Gordo, whose firm Modern Wealth grew to $10B AUM with PE backing, argues the industry has benefited from PE investment ...

Woodring | LeRoy Capital Advisors opened a Rochester area office, blending local roots with national resources.