Managers of Wealth Americas

LinePoint Partners & Co. Launches Family Office Firm with a Pioneering Affiliation Model for Ultra-High-Net-Worth Financial Advisors and Single Family Office Executives

Led by family office veterans with a heritage of representing and managing multi-generational family enterprises

Twenty Four Wealth Management acquires Florida RIA

The acquisition expands Twenty Four Wealth's assets under management to $1.1bn.

Bridgepoint assets double from 2021 IPO

The now $75.6bn PE firm is reaping the benefits of its acquisition of infrastructure firm ECP. It has lofty ambitions to increase assets to $200bn by 2031.

Edward Jones Enhances Capabilities to Serve High Net Worth Clients

Being able to bring together a dedicated team of trusted professionals working collaboratively to meet clients' needs is a game changer for Edward Jones

RISR Partners With NewEdge Wealth to Support Better Outcomes for Business Owners

NewEdge Wealth advisors gain access to the RISR platform, arming them with insights to better serve business owner clients

TAG Associates Wins Award for Best Due Diligence; Shortlisted for Two Others

“We are thankful for this recognition of the hard work and extensive research we do on behalf of our clients,” said David Basner, CEO of TAG.

Pulse360 and Wealthbox Unveil Dynamic SmartFields, Revolutionizing Wealth Management Operations

Dynamic SmartFields helps advisors cut manual work, scale efficiently, and deliver a superior client experience

New Wealth Management Firm, Five Eleven Partners, Launches to Redefine the Family Office Experience

Firm Taps Industry Vets to Serve Select Number of Families

Alger Named 2025 Asset Manager of the Year by Envestnet

Wealth Management Platform Recognizes Asset Managers for Outstanding Performances in 2024

Apella Wealth Expands East Coast Presence with Addition of Marrella Private Wealth, Adding $518 Million in AUM

This partnership expands Apella’s presence to Wyomissing, PA, and strengthens its capabilities in financial planning and investment management in the region.

UBS Advisor Team The Rosegarten/Rubin Financial Group Named to Forbes Best-In-State Wealth Management Teams List

For the past three years, The Rosegarten/Rubin Financial Group has been recognized on the Forbes Best-in-State Wealth Management Teams list (2023, 2024, 2025).

Americana Partners expands into California with Boulevard Family Wealth

This move marks Americana's first venture outside of Texas, creating a $12bn platform RIA.

Family Office Execs Launch Affiliation Model for UHNW Advisors

Advisors join LinePoint Partners as independent contractors and determine how much of the firm’s platform fee to pass onto clients.

Wealth Manager Starts NY-Based Multi-Family Office for UHNW Families

Andrew Crofton, formerly a managing director at an RIA, took about one year to bring together his full-service, multi-family office, Five Eleven Partners, targeting wealthy families.

Americana Partners Makes a Strategic Acquisition of Boulevard Family Wealth

Texas-Based Powerhouse Expands Footprint Outside of Texas with Los Angeles Wealth Management Firm

Five UBS advisors in the South Atlantic Wealth Management Market named to the 2025 Forbes Top Women Wealth Advisors Best-in-State List

The ranking algorithm is based on qualitative and quantitative criteria including phone and in-person interviews, compliance records and revenue generated for their firms.

13 UBS Advisors in the South Wealth Management Market Named to the 2025 Forbes Top Women Wealth Advisors Best-in-State List

The ninth annual 2025 Forbes Top Women Wealth Advisors Best-in-State highlights 2,400 women who collectively manage $3.6 trillion in assets.

Wealth and Asset Management