On May 15, 2025, Cary Street Partners announced its acquisition of IFS Advisors.
Cary Street Partners (“Cary”) announced, on May 15, 2025, its acquisition of IFS Advisors (“IFS”). Under the terms of the transaction, IFS’ existing team will be integrated into Cary. Further terms of the deal were not disclosed.
Cary, based in Richmond, Virginia, is a registered investment advisor offering wealth management services to individuals, families, and institutions. Cary manages approximately $10.7 billion in assets across its subsidiaries.
IFS, based in Sarasota, Florida, is a registered investment advisor offering personalized investment advisory services, financial planning, and asset management. As of February 2025, IFS managed approximately $256.7 million in assets.
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