Managers of Wealth Americas

$2.4B UBS breakaways launches Evertern Wealth to target UHNW families with family office model

Naples-based firm backed by Goldman custody, Dynasty platform after $2.4B team exit.

J.P. Morgan sets new record with 533 advisors on Forbes 2026 Best-in-State Wealth Advisors list

Nine advisors also recognized as America’s Top Wealth Advisors

Hightower Signature to Acquire $3.2B Lexington Wealth Management

Hightower Signature's latest deal will bring the division's AUM to more than $29 billion upon closing.

Merit adds $586m in assets with Strategic Retirement Plans

The acquired business retirement income planning and financial advice for clients moving from employment into retirement.

Broadridge Live with On-Chain Governance for Tokenized Equities, Extending Market Infrastructure into Digital Assets

Galaxy pioneers full ownership rights across traditional and tokenized holdings

$2.4B UBS Team Forms Florida Firm With Dynasty Backing

Jason Stephens and Mic Lundon are launching Evertern Wealth in Naples, Fla., backed by Dynasty Financial Partners and serving high-net-worth clients.

Women Already Lead the Great Wealth Transfer, and Their Influence Over Wealth Is Accelerating.

With the structure of wealth ownership rapidly transforming, the question for private banking is whether the support model is evolving at the same pace.

Citi sets aggressive targets for bankers in wealth management unit

The aggressive goals reflect the ambitions of Andy Sieg, the head of Citi’s wealth business.

Wealthspire’s Fiducient Advisors Acquires Axia Advisory

$1.9 billion retirement plan consultant in Indianapolis joins growing national platform

Hightower Signature Wealth Expands with $3.2B Lexington Wealth Management Acquisition

Upon close, HTSW will represent more than $29 billion in assets under management* across more than 25 locations.

Apollon Wealth Management Expands National Reach with Motley Fool Wealth Management Acquisition

The acquisition adds a highly aligned team to Apollon’s growing national platform

Arete Wealth Ranks Top 10 in Advisor Productivity in 2026 FA Magazine Survey

Firm achieves No. 8 ranking in revenue per advisor, reinforcing its position as a choice for high-performing financial advisors

Modern Wealth Expands With Former LPL Team in Florida

Modern Wealth acquires former LPL affiliate Legacy Wealth Management, marking its 20th acquisition and first Florida office, expanding its national footprint.

Savant Wealth Management Acquires Two RIAs, Adding $7B in Combined Assets

At the end of last year, First United owns 12% of Exencial Wealth Advisors, according to the RIA’s Form ADV Part 2A Brochure.

Big six bank asks why $110 billion stays in deposit accounts, not invested

BMO told investors at Investor Day it is focusing on existing clients with no wealth ties as it builds out its wealth strategy

Mesirow Again Ranked Among Top Chicago Area Wealth Management Firms

This recognition from Crain's Chicago Business reflects Mesirow Wealth Management's strong and growing position among firms serving the region's most affluent clients.

Patel Family Office and AHQ Launch $1bn ‘AYARA’ Hospitality Platform to Develop 50 Hotels in Saudi Arabia

US investors Patel Family Office and Saudi industrial conglomerate signed historic partnership agreement at FII PRIORITY Miami

PRC Financial Regulation Annual Report (2026) Wealth Management And Asset Management

On March 21, the National Financial Regulatory Administration (“NFRA”) issued the Administrative Measures for Commercial Banks' Agency Distribution Business.

Huntington National Bank Selects the SEI Wealth Platform

Streamlined Technology and Operations Infrastructure Aims to Fuel Growth of Wealth Management Business

RIA Callan Family Office Acquires Clarity Family Offices

The team is also supported by client service associate Joy McLaren.

Wealth and Asset Management