News

California-Based Firm with $300MM in Assets Affiliates with Arkadios Capital

Personal Portfolio, a wealth management firm based in Redwood City, Ca. overseeing more than $300MM in client assets, has moved its assets under advisement to ...

August 10, 2021

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Pennsylvania Advisory Group Moves $400MM in Affiliated Assets to Arkadios Capital

Arkadios Capital today announced RevolutionX, a Berwyn, Pa.-based wealth advisory firm founded by Frank Hanna and Bryan Cogliano, has joined its hybrid broker-dealer platform. RevolutionX reported approximately ...

May 18, 2021

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10 fastest-growing IBDs

Investment News has named Arkadios Capital the fastest-growing IBD in the country. According to the magazine — a trusted resource for financial advisers — Arkadios experienced the biggest ...

May 3, 2021

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Arkadios Earns Place in Financial Advisor Magazine’s 2021 Broker-Dealer Ranking

Financial Advisor Magazine has published its annual Broker-Dealer Ranking, listing top Broker-Dealers by Gross Revenue. Arkadios Capital stood out not only for that metric, but ...

April 19, 2021

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Wagner Wealth Management, $470 Hybrid RIA, Affiliates with Arkadios Capital

Wagner Wealth Management, an independent advisory firm with $470MM in assets under advisement, has joined Arkadios Capital, a hybrid platform for successful financial advisors.

April 14, 2021

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Bander Wealth Management Moves $125MM in Assets to Arkadios Capital’s Hybrid Platform

Bander Wealth Management, an Idaho Falls, Idaho-based wealth management firm with offices in Boise and Denver, has moved its assets to Arkadios Capital, a hybrid ...

October 20, 2020

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Arkadios Again Honored as Top IBD by Independent Magazine

After being named the fastest-growing independent broker-dealer in 2019, Arkadios Capital earned several top rankings in Financial Planning Magazine’s 2020 IBD Elite Survey. The hybrid ...

August 4, 2020

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Indies Managing $245 Million Switch to Arkadios from Triad

Two Pennsylvania-based advisory firms, which collectively manage $245 million, have switched their broker-dealer affiliations and registered investment advisory platforms to Atlanta-based Arkadios Capital from Triad ...

July 9, 2020

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Charlotte-Based Independent Advisory Firm Moves $110MM in Assets to Arkadios

Thompson Pratt Capital Management, LLC, a full-service wealth management firm based in Charlotte, N.C. overseeing more than $110MM in assets has moved to Arkadios Capital. ...

June 12, 2020

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Arkadios Adds HNW Wealth Practice in Western New York

Arkadios Capital has added a western New York wealth management practice with $400 million in client money, the company says. Lewiston, N.Y.-based Princeton Equity, led ...

March 9, 2020

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