RIA News: Prime Buys $1.75B RIA; WEG Acquisition; Waverly’s 4th Merger

  • |
  • 01 mins 31 secs
Prime Capital Investment Advisors closed out 2022 by buying a $1.75 billion RIA in Florida and kicked off 2023 by adding another $575 million to its AUM. Wealth Enhancement Group acquired BFS Wealth Management, a hybrid RIA in New Jersey. Waverly Advisors completed its 4th merger in 2022 with the purchase of Sandifer Wealth Management, a fee-only RIA in Mobile, AL.
Channel: RIA TV

For further information about Asset TV please contact:

570 Lexington Avenue, 20th floor
New York, NY 10022
Office: +1 212 661 4111
[email protected]

Show More

Thrivent Asset Management

Thrivent Asset Management offers actively-managed funds with a track record of competitive performance. For more than half a century, we have used long-term investment approaches to unearth future opportunities for you and your clients. Our fund family provides accumulation and distribution strategies designed for all risk tolerances.
Read more