Modera Wealth Management, a fee-only RIA firm serving individuals, families, business owners, and non-profits, has achieved a major milestone being ranked second on USA TODAY’s 2025 Best Financial Advisory Firms list for firms managing over $5 billion in assets. This honor marks Modera’s highest placement to date and underscores its commitment to fiduciary excellence and client-centered service.
Focus Financial Partners has announced the appointment of Zinovy Iosovich as Chief Growth Officer of its Focus Partners division. The newly created role reflects the firm’s strategic emphasis on driving intentional and scalable organic growth across its portfolio of wealth management firms.
intelliflo redblack, a leading provider of trade and rebalance technology solutions, today announced that Focus Financial Partners Inc. has extended its use of the platform across its network of wealth management firms. This strategic partnership enhances Focus Financial Partners’ ability to support its firms with advanced wealth-technology-stack options, fueling their growth and success.
Edelman Financial Engines (EFE), the nation’s leading independent wealth planning and workplace investment advisory firm, has announced its first acquisition of 2025: Cahill Wealth Management, a Michigan-based RIA managing approximately $426 million in client assets.
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.
Avantax, a community of tax-focused financial professionals within Cetera, has announced the promotion of Clint Brookshire to Community Leader of Avantax. This new role will expand his influence within the Tax & Accounting channel of Cetera, where Avantax works alongside Cetera Financial Specialists.
Focus Financial Partners, a leading partnership of independent fiduciary wealth management firms, has announced the elevation of two key executives: Adam Birenbaum as President and Justin Ferri as Chief Operating Officer. Both appointments underscore the company’s continued evolution toward an integrated, client-first business model. With over $450 billion in client assets across more than 60…
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.
