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6 results for “client assets”
Wealth Enhancement Announces Acquisition of Miramar Capital, an Independent RIA with Over $592 Million in Client Assets
Wealth Enhancement acquired Miramar Capital, an independent RIA with $592M in client assets, increasing its total client assets to $159.4B.
Aug 4, 2026
Wealth Enhancement to Acquire Cloud Investments, an Independent RIA with over $462 Million in Client Assets
Wealth Enhancement, a national independent wealth management firm, acquired Cloud Investments, an independent RIA with $462M in client assets, expanding its footprint to Alabama and increasing its total client assets to $158.9B.
Jul 30, 2026
Wealth Enhancement Announces Acquisition of Trippon Wealth Management Group and Associated Tax Practice with over $299 Million in Client Assets
Wealth Enhancement acquired Trippon Wealth Management Group and its associated tax practice, adding over $299 million in client assets and bringing its total client assets to more than $158.5 billion.
Jul 16, 2026
Wealth Enhancement Announces Acquisition of WealthShield Partners and Madison Oaks Wealth Partners with Over $993 Million in Client Assets
Wealth Enhancement acquired two wealth management firms, adding $993 million in client assets and bringing its total to $158.2 billion, signaling consolidation in the independent wealth advisory sector.
Jul 14, 2026
Vanguard Signals Deeper Digital Assets focused Engagement with New Leadership Hiring Plans
Vanguard posted a job listing for a Head of Digital Assets in its Personal Wealth division, signaling strategic attention to digital assets but without announcing any product, service, or operational change.
Jul 13, 2026
Steward Partners Appoints Joseph Glick as Chief Operating Officer, Positioning the Firm for Its Next Phase of Growth
Steward Partners, a registered investment advisor, appointed Joseph Glick as Chief Operating Officer to support growth amid $53B in client assets, emphasizing technology-driven scaling and margin expansion.
Published Jul 6, 2026 · Analyzed Jul 8, 2026