Below are more mergers, acquisitions and advisor moves that you may have missed the week of April 19, 2021.
TS Prosperity Group Acquires Callahan Financial Planning
Callahan Financial Planning, an RIA headquartered in Omaha, Neb., announced it is to merge with TS Prosperity Group, the trust division of TS Bank based in Treynor, Iowa. The combined businesses would manage about $450 million in client assets. Callahan Financial, a firm with offices in California, Nebraska and Colorado, will operate as a separate division of TS.
The MMC Group, a four-person team in Jericho, N.Y., exited Bank of America Merrill Lynch for RBC Wealth Management. Advisors Michael Meehan, Michael Meyers and Kevin Clark join along with senior client associate Lori Battista.
Merrill Loses $400M AUM Team to Sanctuary Wealth
JDK Wealth Advisors, a San Antonio-based team that includes Brad Johnson, Randy Daniels and Jonathan Klug, has joined the increasingly growing list of advisor teams parting ways with Bank of America Merrill Lynch.
Wells Fargo FiNet Loses $400M AUM Team to LPL Financial
Lereah Financial Group in Red Bank, N.J. has joined LPL Financial from Wells Fargo Advisors Financial Network. Advisor Evan Lereah manages $400 million in advisory, brokerage and retirement plan assets.
LPL Recruits $550M Team from Advisor Group
Walnut Beech Advisors, an office of supervisory jurisdiction formerly with Royal Alliance, a broker/dealer in the Advisor Group network, has joined LPL Financial’s B/D, corporate RIA and custodial platforms. Walnut Beech is led by Tim Maurer and partner Rick Betancourt and managed $550 million in client assets.
Ameriprise Adds Two Practices with $232M in Combined AUM
Advisor Steve Potter in Charleston, S.C. joined from Morgan Stanley where he managed $125 million in client assets. And advisors Frank Gordon and John Beninato in Red Bank, N.J. joined from MassMutual where they managed $107 million in client assets.
Advisor Group Adds Two Firms in Pennsylvania
GL Capital and East Coast Advisory have joined Advisor Group. GL Capital, a Lemoyne, Penn.-based firm led by 22-year industry veteran Matthew Granite, joined Triad Advisors, a network firm of Advisor Group, from Ameriprise Financial. GL Capital manages $175 million.
Advisor Ed Campbell in West Chester, Penn. also joined Triad from Commonwealth Financial Network. He and three other members manage $148 million.
Select Wealth Advisers Leaves Cambridge for Integrated Advisors Network
Snowden Lane Scoops Up More Advisors from Wells Fargo’s International Wealth Unit
540 Madison Wealth Advisors Group, formerly with Wells Fargo Advisors where it oversaw $400 million in total client assets, has joined Snowden Lane Partners. 540 Madison is located in New York City and focuses on international clients.
Seven Person NYC Team Joins First Republic from Morgan Stanley
Advisors Ed Wentzheimer, Howard Horowitz, Jeffrey Rozenberg, Michael Yeung, Sebastian Komuda and two support staff members joined First Republic Investment Management from Morgan Stanley.
Goldman Sachs Advisor Launches New RIA with LCR Capital Partners
Advisor Tom Garvey, formerly an investment advisor representative of United Capital and then Goldman Sachs Personal Financial Management after Goldman’s acquisition of United, has joined LCR Capital Partners and launched LCR Wealth Management in Westport, Conn.
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