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- Registered investment adviser - Wikipedia
Registered investment adviser A registered investment adviser (RIA) is a firm that is an investment adviser in the United States, registered as such with the Securities and Exchange Commission (SEC) or a state's securities agency
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- RIA moves: Wealth Enhancement acquires $532M FPG Private Wealth
RIA dealmakers returned in force after the extended Thanksgiving weekend, with mega-RIA Wealth Enhancement expanding its footprint in Indiana while Sequoia Financial extended its own reach in
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- RIA Edge Private Markets: Alts Use by RIAs May Boost Valuations
RIA Edge Private Markets: Alts Investing for Clients May Boost Valuations Private market investment expertise can give a leg up on client attraction and retention, but it’s also a complex space
- Wealthcare buys $417m RIA in first post-Sammons deal - Citywire
Wealthcare Capital Management has pulled off its first RIA deal since getting acquired earlier this year The firm on Monday closed its acquisition of Crowley Wealth Management, an RIA that manages about $417m, Wealthcare chief executive Matt Regan told Citywire A family business, Crowley is headquartered in Wilmington, Del , filings with the Securities and Exchange Commission (SEC) show
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