Stratos Wealth Advisors Loses Two Teams

Published on April 4, 2025

New York-based Holistic Wealth Advisors has launched its own RIA, while California-based Guardtower Financial Services moved to LPL’s corporate RIA.

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Humpty Dumpty Was Pushed

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Deals & Moves: EP Wealth, Waverly Acquire Half-Billion Dollar RIAs

April 4, 2025
Acquisitions were also announced by Mission Wealth and Cary Street Partners, and long-time Northwestern Mutual advisor shifts to private client group Socium Advisors.