From left to right, financial advisors Hays Evans, Kendall Southerland and Tripps Moog launched Atlanta-based Clover Capital Partners. Three financial advisors managing $800 million in client assets ...

Two wealth management firms with an aggregate of $180 million in client money joined Arkadios Capital this week. Proximity Financial Partners and KG Wealth Management were previously part of Triad ...

Even in a short holiday week, the wealth management industry can manage a few notable recruiting and acquisition deals. Kestra Financial and Arkadios Capital snagged some big teams from Commonwealth ...

A Texas financial advisory firm that previously managed $325 million of assets under advisement with LPL Financial has this week joined hybrid broker-dealer Arkadios Capital, according to a press ...

An Atlanta independent advisory firm is looking to grow its presence in Texas and has kicked off that expansion by adding a Frisco-based firm to its team. Arkadios Capital, an Atlanta independent ...

Founded by Jim Rapp, Justin Klestinski, CFA, June DiNardo and Alex Marmitt, WMCP, the firm brings together over 70 years of combined experience and serves just over 40 ultra-high-net-worth families.

ATLANTA, Jan. 10, 2024 /PRNewswire/ -- 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 ...

ATLANTA, Aug. 26, 2025 /PRNewswire/ -- In a rare move in the wealth management industry, two elite advisory teams from Morgan Stanley and Merrill Lynch have formed Longleaf Capital Group, an ...

The Atlanta-based hybrid registered investment advisor (RIA) and independent broker-dealer Arkadios Capital hired Phoenix-based Cole Capital Partners Senior Vice President John Harrison as president.

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 ...

ACG Wealth, a registered independent advisor based in Atlanta with more than $1.8 billion in total assets under management, has moved to broker-dealer Arkadios Capital in Atlanta, ACG announced ...

Personal Portfolio, a hybrid based in Redwood City, California that oversees more than $300 million, has changed its broker-dealer affiliation and advisory platform from Investment Architects, based ...