Mason Investment Advisory Services, Inc., a Reston, VA-based registered investment advisory and financial planning firm, has again been named to Barron’s 2025 Top 100 Institutional Consulting Teams list. Ranked #25, Mason distinguishes itself as one of only a few independent firms to achieve top-tier status among a list largely dominated by national brokerage teams.
NWF Advisory Group, a hybrid Registered Investment Advisor (RIA) managing approximately $8 billion in assets under administration (AUA), has officially rebranded as Artisan Capital Partners. This move signals a renewed commitment to offering clients a highly personalized, flexible, and comprehensive suite of financial services under a name that reflects craftsmanship and quality.
WLTH Capital Management, an independent wealth management firm, officially launched today. The firm, founded by Cean Kenefick-Rogers, CFA®, CFP®, AIF®, former Co-Founder and CEO of Ironwood Wealth Management, specializes in delivering personalized and strategic financial planning services to clients with complex needs across the nation.
Lido Advisors, a leading wealth advisory firm managing over $29 billion in RAUM*, has announced its partnership with Copperwynd Financial, a Scottsdale, AZ-based Registered Investment Advisor (RIA). Copperwynd specializes in providing highly personalized, holistic financial planning for high-net-worth families. This partnership will combine the strengths of both firms to enhance their wealth management services and expand their reach in key markets.
Dallas-based independent broker-dealer Prospera Financial Services Inc. has introduced its new service, Planning Your Way, a comprehensive financial planning offering designed to assist advisors in delivering tailored financial plans. This program provides advisors with flexibility in choosing the appropriate level of support from paraplanners to meet the needs of their clients.
EP Wealth Advisors, a leading fee-only registered investment adviser (RIA), has formed a strategic partnership with NBS Financial Services, a Conejo Valley-based firm with a legacy of more than 40 years. The partnership enhances EP Wealth’s presence in Westlake Village, California, and adds over $230 million in assets under management (AUM) to its portfolio. This move supports EP Wealth’s broader mission of delivering client-first, community-rooted financial planning services nationwide.
Merit Financial Advisors, a Georgia-based financial advisory firm, has announced the acquisition of Safeguard Wealth Management. This strategic move enhances Merit’s digital marketing capabilities, particularly through Safeguard’s successful YouTube platform, and adds $597 million in assets to Merit’s portfolio.
