Modern Wealth Management, a registered investment advisor based in Monterey, Calif., has surpassed $8.5 billion in assets under management by acquiring a $1 billion RIA in its home state. Kaye Capital ...

Private equity-backed Modern Wealth Management, a registered investment advisory firm with more than $7.5 billion in assets under management, is moving into the Chicago market with the acquisition of ...

Modern Wealth Management ("Modern Wealth"), a registered investment advisory (RIA) firm founded to meet the evolving needs of today's financial professionals and its clients, today announced an asset ...

Modern Wealth’s network of advisors collectively oversees more than $8.5 billion in assets under management (AUM). This collaboration brings RISR’s advanced planning technology to those ...

Strategic RIA acquirer Modern Wealth Management has hit a new AUM milestone with its latest deal in California as Aspen Standard Wealth, a self-style long-term partner for independent advisory firms, ...

When we were launching this firm, we wanted to identify an initial platform acquisition, or operating firm, that out of the gate was aligned with our service offering and had bones that we could build ...

The 30-year industry veteran will lead Modern Wealth’s national mergers-and-acquisitions strategy. Modern Wealth Management LLC, a California-based registered investment advisory firm, announced ...

Modern Wealth Management continues its national expansion with the acquisition of Calabasas-based Planned Asset Management. Modern Wealth Management, a registered investment advisory firm, has added a ...

Modern Wealth Management, an RIA consolidator based in Monterey, Calif., has bought Kaye Capital Management, a fee-only RIA with more than $700 million in assets under management and $300 million in ...

Rochester-based practice strengthens Modern Wealth’s growing East Coast presence Modern Wealth Management (“Modern Wealth”), a registered investment advisory (RIA) firm founded to meet the evolving ...

PHILADELPHIA--(BUSINESS WIRE)--RISR, a leading business owner engagement platform for financial advisors, today announced its partnership with Modern Wealth Management (“Modern Wealth”), a registered ...

Modern Wealth Management has named Derek Bruton as its new head of mergers and acquisitions, bringing on a 30-year industry veteran to guide the RIA’s national inorganic growth strategy and oversee ...