Kenneth Chavis IV, a senior wealth advisor at Versant Capital Management, is helping to build out the firm’s family office ...

Star Mountain Capital, LLC ("Star Mountain"), a rapidly growing, employee-owned investment firm with over $4 billion in ...

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

Private equity and venture capital investments will likely remain the most popular alternative assets among advisors, ...

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

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

Waverly Advisors, LLC (“Waverly”), a federally ... has acquired Planning Capital Management Corp. (“Planning Capital”), an investment advisory firm headquartered in Paoli, Pennsylvania.

US-based registered investment adviser (RIA) Waverly Advisors has expanded its national footprint through the acquisition of investment advisory firm Planning Capital Management. Financial and ...

View all of Advisors Capital’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by ...

TULSA, Okla., Jan. 15, 2025 /PRNewswire/ -- Gibraltar Capital Management, a Tulsa-based Registered Investment Advisor (RIA), announced today the acquisition of Miller Equity Capital Advisors ...

The self-described digital family office has also beefed up its leadership team with new roles in engineering, trading, product and finance, after recruiting 30 advisors in 2024.

LLC, a registered investment advisory firm specializing in retirement planning, announces the promotion of Julie A. Hokit to Associate Wealth Advisor.