Deals & Moves: Main Street Launches RIA in Pennsylvania; Steward Snags Ameriprise Team

Published on August 14, 2025

In addition, a women-led RIA lands $50 million for its second VC fund for clients and external investors; Utah-based Soltis snags a $500 million neighboring firm; and Compound lands a Mercer advisor, boosting its AUM to over $4 billion.

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