January 19, 2022

Laird Norton Merges with Wetherby

On January 10, 2022, Laird Norton Wealth Management announced that it has merged with Wetherby Asset Management.

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January 17, 2022

SS&C Acquires O’Shares ETFs

On January 4, 2022, SS&C ALPS Advisors announced that it will acquire O’Shares ETFs.

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January 17, 2022

Pacific Current Invests in Banner Oak

On January 3, 2022, Pacific Current Group Limited announced an investment in Banner Oak Capital Partners.

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January 14, 2022

Beacon Pointe Partners with Pacific Edge

On December 15, 2021, Beacon Pointe Advisors, LLC announced its partnership with Pacific Edge Advisors.

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January 14, 2022

Mariner Acquires Cascadia

On December 15, 2021, Mariner Wealth Advisors, LLC announced its acquisition of Cascadia Advisory Services, LLC.

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January 13, 2022

Perigon Acquires Baker & Associates

On December 16, 2021, Perigon Wealth Management, LLC announced it had acquired Baker & Associates.

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January 12, 2022

LGT to Acquire Crestone Wealth

On December 15, 2021, Liechtenstein Global Trust announced it will acquire Crestone Wealth Management.

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January 10, 2022

Hightower Acquires TC Wealth

On January 4, 2022, Hightower Advisors, L.L.C. announced that it had acquired TC Wealth Partners.

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January 10, 2022

Callodine to Acquire Majority Interest in Thorofare

On December 14, 2021, Callodine Group announced that it will acquire a majority interest in Thorofare Capital.

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January 10, 2022

EP Wealth Acquires Mindful Money

On January 4, 2022, EP Wealth Advisors, LLC announced that it had acquired Mindful Money.

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