The independent wealth titan's latest acquisition in Houston expands its Texas presence into a dozen locations.

CAPTRUST Financial Advisors announced that it has acquired Wealth Covenant Group, a Houston-based firm with $300 million in assets under management, according to a news release. Wealth Covenant Group ...

Captrust Financial Advisors, the Raleigh, N.C.-headquartered registered investment advisor that recently surpassed $1 ...

CAPTRUST Financial Advisors (CAPTRUST) today announced that Wealth Covenant Group (WCG) in Houston, TX has joined CAPTRUST.

The Minneapolis-based aggregator announced its acquisition of Danison & Associates, an independent RIA based in Columbus, Ohio, with more than $82 million in client assets. The deal revealed Friday ...

Captrust Financial Advisors has announced the acquisition of two registered investment advisors with a combined $1.97 billion ...

Captrust Financial Advisors has acquired two registered investment advisor (RIAs)– Campbell Wealth Management in Alexandria, ...

Large RPA “aggregator” firms — think CAPTRUST Financial Advisors, OneDigital Investment Advisors, and Hub International — ...

Ridgewood Investments LLC raised its position in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 31.1% ...

Barclays PLC bought a new stake in Motorcar Parts of America, Inc. (NASDAQ:MPAA – Free Report) during the 3rd quarter, ...

Park National Corp OH lowered its stake in Sysco Co. (NYSE:SYY – Free Report) by 18.7% in the fourth quarter, according to ...

Captrust Financial Advisors, the Raleigh, N.C.-headquartered registered investment advisor that recently surpassed $1 trillion in total client assets, has acquired another two RIAs with a combined ...