$1.2B Maridea Brings Tax Prep In-House, Adds Fidelity as Custodian

Published on June 4, 2026

Upstart RIA aggregator Maridea made the moves via advisor acquisitions as it continues to scale in size and services.

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$1B J.P. Morgan Advisor Joins Cresset to Expand Denver Footprint

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Ali Bathgate Hild has left J.P. Morgan Private Bank after 14 years to join acquisitive RIA Cresset, adding to its big bank and wirehouse wins.

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