Prime Capital Financial, Allworth Acquire $500M-Plus RIAs

Published on January 20, 2026

In addition, RIA Modern Wealth adds an advisor group in Rochester, N.Y., and Carson Group launches a new RIA on its partner network.

Continue reading on website
Other news

OneDigital Adds Private Investments to DC Plan Program

January 20, 2026
The investments, including private equity and private credit, will be available only through advisor-managed portfolios.

Wells Fargo to Move Wealth Headquarters to West Palm Beach

January 20, 2026
The San Francisco-based firm signed a lease with Related Ross to rent 50,000 square feet (4,650 square meters) at the One Flagler office building