Merchant Investment Management, LLC, today announced its partnership with Axiom Financial Strategies Group, a boutique wealth planning firm focused on business owners, entrepreneurs, and families—a move that will help propel Axiom’s growth initiatives.
Read MoreSignet Financial Accelerates is excited to announce its partnership with Merchant Investment Management, LLC. As part of the deal, Signet will receive a minority equity investment to help drive its sophisticated experience for high-net-worth clients and support the firm’s long-term growth strategy, all while retaining its independence.
Read MoreA $1.4 billion registered investment advisory firm, announces the appointment of Cristina Campabadal to spearhead its continued growth in Latin America (LatAm) and Spain.
Read MoreMerchant Investment Management, LLC, today announced its partnership with Miracle Mile Advisors, an independent investment advisory firm based in Los Angeles with $2 billion in assets under management.
Read MoreIndependent wealth advisory firm Baldwin Brothers, LLC today announces its partnership with Merchant Investment Management, LLC to ignite the next phase of the firm’s growth. The $1.2 billion RIA, founded in 1974, has received a minority equity investment from Merchant designed to propel the firm’s expansion initiatives.
Read MoreThe deal is ‘emblematic of the evolution that’s taking place in the wealth management industry,’ according to Merchant executive chairman Marc Spilker.
Read MoreCorient Capital Partners, LLC, an independent wealth advisory firm with $3.1B of assets under management (AUM), announced today that it has formed a strategic partnership with Merchant Investment Management, LLC to fuel the growth of its business.
Read MoreSunpointe Investments, a leading investment consultant to high net worth families, family offices, and entities, announced that it has established a partnership with Merchant Investment Management, LLC
Read MoreElk River Wealth Management, a new RIA backed by a pair of ex-Envestnet executives, has added a $230m duo of advisors in Omaha, Neb.
Read MoreMary Ballin has joined Perigon from $2.3bn Private Ocean, where she managed roughly $75m.
Read MoreApollon Wealth Management has made investments in two RIAs and is launching a new family office for Adi Dassler's heirs.
Read MorePrivately-held, SEC Registered Investment Advisory Firm to Deliver Personalized, Fee-Only Financial Services. Merchant Has Taken a Minority Stake in the Firm.
Read MoreElk River Wealth Management, LLC is proud to announce that it has officially launched as an independent Registered Investment Advisor (RIA).
Read MoreMerchant Investment Management (Merchant) has completed a transaction to take a minority stake in the Wealth Advisor Growth Network (WAGN). The company, founded by John Phoenix and Jay Hummel in October of 2019, is focused on establishing new, optimizing existing, and growing independent wealth firms as well as the best in class firms that serve them.
Read MorePerigon Wealth Management, a registered investment advisory firm with headquarters in San Francisco, announced today that it has joined forces with RLP Wealth Advisors,
Read MoreIt’s not an aggregator, an investment bank or private equity firm. So what has Merchant Investment Management been quietly building for the past three years?
Read MoreFormerly the top dealmaker at United Capital Financial Advisers, Brinker has accepted a role as a managing partner with RIA investor Merchant Investment Management. Brinker started at Merchant on January 2.
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