Sequoia Financial Group is expected to complete its acquisition of Affinia Financial Group this month, adding around $418 million in client assets and a practice with expertise in serving special ...

Principal Financial Group (PFG) is a Des Moines-based global investment management and insurance company. The firm provides retirement plans, annuities, insurance, and asset management to individuals ...

HARTFORD, Conn. & NEW YORK--(BUSINESS WIRE)--Nassau Financial Group, L.P. (“Nassau”), a leading provider of fixed annuities and asset management, and Fortress Investment Group LLC (“Fortress”), a ...

IMA has built a national presence through strategic partnerships and organic growth, including recent expansions in the Southeast. The Richards Group partnership adds New England to its growing ...

Sequoia Financial Group, an Akron, Ohio–based registered investment advisor, recently announced an agreement to acquire fellow Ohio RIA Wealthstone Advisors. Out of the six RIA acquisitions Sequoia ...

AKRON, Ohio, Dec. 2, 2025 /PRNewswire/ -- Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $29.9 billion in assets under management as of Sept. 30, 2025, today ...

NEW YORK & CHICAGO & SYDNEY--(BUSINESS WIRE)--Monroe Capital, Sumitomo Mitsui Banking Corporation (SMBC) and MA Asset Management (part of MA Financial Group, ASX: MAF) today announced the formation of ...

Lincoln Financial reported strong second-quarter 2025 results that the company said reflects an increasingly diversified earnings mix. Life Insurance: Lincoln Financial Group provides a range of life ...

Teams do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This team has paid to receive expanded profile features. About Sentry Wealth ...

OVERLAND PARK, Kan., Dec. 9, 2025 /PRNewswire/ -- Creative Planning, one of the nation's largest registered investment advisors (RIAs), today announced it has acquired Marshall Financial Group ...

Lincoln Financial Group (LFG) is a financial services group based in Radnor. It offers annuities, life insurance, retirement plans, and private market funds to 17 million customers. As of 2024, the ...