Capital Wealth Advisors and Bray Capital Advisors are merging in what the entities call a strategic partnership.

For registered investment advisor firms in 2025, that is the question. To date, the overwhelming majority of large RIAs ...

April Rosenberg is based in the firm’s San Diego office and reports to Eric Voisin, managing director, Wealth Management ...

The acquisition, which represents its largest by number of employees, further enhances the $22.6 billion RIA giant's tax ...

Logic Capital Management manages over $400m in assets, providing tailored financial planning and investment management.

Arax Investment Partners, which is backed by RedBird Capital Partners, has acquired Cedrus Financial, a Littleton, Colorado-based wealth management and investment advisory firm. No financial terms ...