U.S. Capital Wealth Advisors LLC increased its position in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free ...

U.S. Capital Wealth Advisors LLC raised its stake in shares of Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 2 ...

EP Wealth Advisors ("EP Wealth"), a leading fee-only registered investment adviser ("RIA") with a growing national footprint, ...

Wealth Enhancement Group officially kicks off its 2025 deal season in the Pacific Northwest while Corient extends its reach ...

CEO Ryan Parker says the firm’s aggressive acquisition strategy is driven by the desire to “win the war for talent” and set ...

Stone Point replaces Warburg Pincus as the majority owner, with the latter making its majority investment in 2019.

The giant national RIAs are kicking off their 2025 respective deal calendars, with EP Wealth making a landmark expansion in ...

A West Coast wealth management firm with about $31 billion in assets under management has made its initial foray into ...

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

U.S. Capital Wealth Advisors LLC acquired a new stake in shares of Shopify Inc. (NYSE:SHOP - Free Report) TSE: SHOP in the ...

Jarrod Biebel, a former Raymond James advisor, has created TrekNorth Investment Management in the Denver area, while James ...

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