Janus Henderson Group to Acquire 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.

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.

Wealth Enhancement Group Acquires Ginsburg Financial Advisors, Inc.

December 1, 2022

Financial Services

Wealth Enhancement Group has acquired Ginsburg Financial Advisors, an independent RIA based in Oakland, California that oversees more than $237 million in client assets. The acquisition expands Wealth Enhancement Group's presence in Northern California and brings the Ginsburg team into its centralized service model.

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.

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.