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Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA

Wealth Management

California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B Diana Britton , Executive Editor , WealthManagement.com July 3, 2025 3 Min Read Bordeaux Wealth Advisors, a $5.6 has merged with Focus Partners Wealth, one of Focus Financial Partners’ hub firms, according to a LinkedIn post.

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What You Need To Know About The Financial Advisor Landscape in 2021

Indigo Marketing Agency

This means at that time there will be 274,600 financial advisors. . According to one recent report , the number of independent broker-dealer firms has been in a steady decline for the past decade, resulting in 819 firms in 2018. Edward Jones has 14,000 advisors, and Raymond James has 8,100 financial advisors. .

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What You Need To Know About The Financial Advisor Landscape

Indigo Marketing Agency

This means at that time there will be 274,600 financial advisors. According to one recent report , the number of independent broker-dealer firms has been in a steady decline for the past decade, resulting in 819 firms in 2018. Edward Jones has 14,000 advisors, and Raymond James has 8,100 financial advisors.

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41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

Matt Reiner is a CFA, CFP Ⓡ professional, and partner at Capital Investment Advisors and Wela Strategies. After decades in the financial services industry, Matt founded Benjamin, an AI fintech company that serves the financial advisor industry. In 2018, a company even offered to pay him $10 million for his website.

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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Salaske: What is an investment advisor?

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