The acquisitions of Wade Financial Advisory and Planned Asset Management establish Modern Wealth’s first two client offices ...

The acquisitions of Wade Financial Advisory and Planned Asset Management will increase Modern Wealth’s AUM to over $7bn.

Aspen Standard Wealth has acquired the $2.9 billion AUM New England Private Wealth Advisors, a fee-only Boston based RIA ...

MONTEREY, Calif.--(BUSINESS WIRE)--Modern Wealth Management (“Modern Wealth”), a registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial ...

RIA aggregator Modern Wealth Management is buying two California firms with a combined $1 billion in assets under management, bringing Modern Wealth’s AUM to more than $7 billion, a press ...

Modern Wealth Management has announced its first acquisitions of 2025, adding two California firms that will bring in more than $1 billion in client assets and establish its first client-facing ...

Modern Wealth Management has agreed to acquire two firms in California, which together manage over $1bn in assets. The acquisitions of these two firms- Wade Financial Advisory and Planned Asset ...

By joining Modern Wealth, Wade Financial and Planned Asset Management will gain access to an even more robust wealth management platform that enhances their ability to serve clients with ...