News

Leading Hybrid Broker-Dealer Arkadios Capital Marks Growth and Success in 2023, Eyes Continued Expansion in 2024

Arkadios Capital, a leading hybrid broker-dealer, marks another year of remarkable growth, adding 15 advisory groups and nearly $3 billion in new assets to their ...

January 22, 2024

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Two Firms Managing $600MM Leave Triad for Arkadios

Two leading wealth advisory groups, RBG Capital and Peachtree Wealth Advisors, have transitioned their collective clients’ assets under advisement to hybrid broker-dealer Arkadios Capital. With ...

December 13, 2023

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Arkadios Capital Welcomes Heather A. Bailey as Director of Business Consulting

Arkadios Capital, a leading independent-broker dealer committed to providing exceptional support and resources to financial advisors, has appointed Heather A. Bailey as Director of Business ...

December 8, 2023

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Founding partners Ross Wyatt and Jeff Norris

Piedmont Wealth Partners Joins Arkadios Capital

Piedmont Wealth Partners, a leading fee-based financial planning firm based in Atlanta, is moving its client assets under management to hybrid broker-dealer Arkadios Capital. The ...

November 30, 2023

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Clover Capital Partners are Hays Evans, Kendall Southerland and Tripps Moog.

Arkadios Capital Lands Breakaway Advisors with $800MM in AUA

Clover Capital Partners, a new Atlanta-based independent wealth advisory firm that collectively manages more than $800MM, is launching through award-winning independent broker-dealer Arkadios Capital. Clover ...

October 10, 2023

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Nina O'Neal and Matt Archer of AIM Advisors

Advisors O’Neal and Archer opt for Arkadios before Osaic consolidation

By Tobias Salinger | Financial Planning Ahead of the consolidation of Osaic’s Triad Advisors into a single brokerage alongside the firm’s seven others, a ...

September 7, 2023

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Perch Wealth Joins Arkadios Capital

Perch Wealth, a national independent investment firm specializing in tax mitigation strategies for high-net-worth clients, proudly announces its strategic decision to transition to Arkadios Capital, ...

August 28, 2023

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Hybrid Independent Broker-Dealer Arkadios Capital Lands $100MM Advisory Firm

Atlanta-Based Strive Financial Previously Affiliated with Kestra Strive Financial, a wealth management firm overseeing more than $100,000,000 in client assets, has announced its strategic move ...

July 26, 2023

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Arkadios Capital has been named a Top Middle-Market Company in Georgia

The Atlanta Chapter of the Association for Corporate GrowthÂ® (ACG) Recognizes Arkadios Capital as a Top Middle-Market Company in Georgia

The Atlanta Chapter of the Association for Corporate GrowthÂ® (ACG), a global professional organization committed to Driving Middle-Market GrowthÂ®, has named Arkadios Capital to the ...

June 28, 2023

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Independent Broker-Dealer Arkadios Capital Lands Successful Advisors with $400MM

Two accomplished wealth advisory firms, Burke Financial Services and Fellows Financial Group, are moving to hybrid independent broker-dealer Arkadios Capital. With a combined $400 million ...

June 27, 2023

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