Janus Henderson Acquires Richard Bernstein Advisors

HUB International Acquires Assets of Renaissance Benefit Advisors Group, LLC

November 6, 2023

Financial Services

Hub International Limited has acquired the assets of Renaissance Benefit Advisors Group, LLC, a retirement plan consulting and institutional investment advisory firm. The RBA founder Ellen Lander and her team will join Hub Mid-Atlantic as Hub expands its retirement consulting capabilities and presence in the Northeast.

The Uptown Agency Acquires RBA

June 25, 2024

Marketing & Advertising

The Uptown Agency has acquired RBA, a Dallas-based, award-winning creative advertising agency and Inc. 5000 company. The acquisition will absorb RBA's team and client portfolio to expand The Uptown Agency's creative and media capabilities and accelerate growth across client offerings.

Robertson Stephens Acquires Ratio Wealth Group

August 11, 2024

Financial Services

Robertson Stephens Wealth Management has acquired Ratio Wealth Group, an SEC-registered investment advisor managing over $530 million in advisory assets. The Ratio team joins Robertson Stephens and opens a Denver office, expanding Robertson Stephens’ footprint to 22 locations and bringing its total AUM to about $6.5 billion.

World Investment Advisors Acquires Boston Harbor Wealth Advisors

July 25, 2024

Financial Services

Santa Barbara-based World Investment Advisors, a subsidiary of World Insurance Associates, has acquired Boston Harbor Wealth Advisors, an independent financial advisory firm based in Westborough, Massachusetts. The deal brings more than $3.5 billion in AUM, 76 team members and 15 offices into World’s platform as part of its ongoing RIA roll-up and AUM growth strategy.

Homrich Berg Acquires Oakbridge Partners (RIA) for Expansion in Metro Atlanta

April 4, 2022

Financial Services

Homrich Berg (HB) announced it is expanding in metro Atlanta by acquiring Oakbridge Partners, a $1.5 billion fee-only RIA based in Buckhead. Upon closing, the firms expect combined assets under management of more than $13 billion, with Oakbridge’s principals and team joining HB.

Berger Financial Group Acquires Robert Gordon & Associates, Inc.

February 14, 2024

Wealth Management

Minneapolis-based Berger Financial Group has acquired Springfield, Illinois–based Robert Gordon & Associates, Inc., adding the firm's investment management and strategic wealth planning capabilities to Berger's platform and bringing Berger's total client assets under management to $2 billion. The acquired team joined Berger under an Employee Stock Ownership Plan (ESOP); the deal is described as Berger's largest acquisition to date.