HomeTagsRegistered Investment Advisor

Registered Investment Advisor
R

Unlimited Professional Fintech Publications • USD $999 • 90-Day Validity
Submit Press Release

Continue reading...

John Durham joins Sanctuary Wealth as founder of Valen Private Capital, expanding ultra-high-net-worth wealth management and family advisory services through Sanctuary Wealth’s Partnered Independence platform

Sanctuary Wealth Welcomes Valen Private Capital as New Partner Firm to...

MIAMI — June 5, 2026 Executive Summary Sanctuary Wealth has welcomed Valen Private Capital, LLC as its newest Partner Firm, bringing aboard veteran wealth advisor John...
Seven Bridges Wealth Advisors launches as an advisor-owned independent wealth management firm in White Plains, New York

Seven Bridges Wealth Advisors Launches as Advisor-Owned Independent Firm to Expand...

WHITE PLAINS, New York, February 24, 2026 Executive Summary Seven Bridges Wealth Advisors has formally launched as a full-service independent wealth management firm, transitioning from its...
Meyers Wealth Management Group launches an independent advisory firm with Osaic to manage $285 million in client assets

Meyers Wealth Management Group Launches Independent Firm With Osaic to Transition...

SCOTTSDALE, Arizona — February 4, 2026 Meyers Wealth Management Group has launched as a new independent advisory firm affiliated with Osaic, Inc., marking the formal...
Summit Wealth Group announces merger with Premier Private Wealth to launch family office services

Summit Wealth Group Announces Merger with Premier Private Wealth to Launch...

COLORADO SPRINGS, Colorado — February 3, 2026 Executive Summary Summit Wealth Group, an independent registered investment advisory firm, has announced its merger with Premier Private Wealth,...
Subscribe for Yearly Exclusive AccessSubscribe for Yearly Exclusive Access