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 ...
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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. ...
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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 ...
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Financial Planning has named Arkadios Capital the fastest growing independent broker-dealer in its annual IBD Elite survey. Arkadios Capital grew by 124% over the last ...
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Chicago-based Jim Walesa and New Jersey-based Rivertan Financial Group, led by Ke M. Dao, bring more than $370 million in combined assets to Arkadios. A ...
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Arkadios Capital, an Atlanta independent advisory firm founded in 2016 is looking to grow its presence in Texas and has kicked off that expansion by ...
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Financial Advisor Doubled AUM, Looks to Continue Growth with Independent Broker-Dealer Founded by Former Advisor Foresight Financial Partners, LLC, an independent wealth advisor, has moved ...
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Proximity Financial Partners and KG Wealth Management, two full-service wealth management firms in Raleigh, N.C. and Olney, Md. respectively, have moved their combined assets under advisement to hybrid independent broker/dealer Arkadios. Previously ...
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SP Financial Moves to Independent Hybrid Broker/Dealer for Flexibility, Growth SP Financial Group, one of the largest fixed-income teams in the country servicing the independent ...
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Financial Planning magazine sought out Arkadios Capital Founder David Millican for its story on one of LPL’s largest hybrid RIAs launching an independent digital platform for advisors. ...
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