Independent Financial Group, a privately held, independent wealth management provider based in San Diego, has made four recent appointments to position itself for future growth, the 600-rep firm said ...

The way independent financial advisories are owned and operated can have important implications for investors. What to know.

That’s according to Charles Schwab’s 2025 Independent Advisor Outlook Study which reveals that the next era of independent ...

“We’re honored that Financial Advisor continues to recognize Northwestern Mutual as one of the nation’s leading independent broker-dealers, and proud that our value proposition continues to resonate ...

Papajohn and O’Sullivan are the latest advisors to exit Commonwealth to launch their own independent RIAs since LPL Financial in March announced that it was buying the $300 billion Waltham, ...

MCLEAN, Va.--(BUSINESS WIRE)--Bogart Wealth, an award-winning, independent wealth management and Registered Investment Advisory firm, was named to multiple lists of top financial advisors and ...

Boston, July 14, 2025 (GLOBE NEWSWIRE) -- Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston with offices in Connecticut and Rhode Island, is ...

BOISE, Idaho, July 30, 2025 /PRNewswire/ -- Inspire Advisors, a Christian RIA platform, is proud to announce that it has been ranked as one of America's Top RIAs for 2025 by Financial Advisor Magazine ...