Firm founder Aaron M. Puckett, MBA, CFP (R) , has also been individually named to the Forbes Best-in-State Wealth Advisors list multiple times since first being recognized in 2018.

Howland Capital Management, based in Boston, is ranked No. 7 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across ...

Sage Financial Group, based in West Conshohocken, PA, is ranked No. 22 on the 2023 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list. Total AUM: $3B Years in Business: ...

HARTFORD, Conn. & NEW YORK--(BUSINESS WIRE)--Nassau Financial Group, L.P. (“Nassau”), a leading provider of fixed annuities and asset management, and Fortress Investment Group LLC (“Fortress”), a ...

Also, Carson adds a $160M firm in New York, The Finance Couple leaves LPL for Osaic, and RBC Wealth adds Morgan Stanley on its march to add advisors.

The Innovative CPA Group, a Shelton, Conn.-based accounting firm, is taking a page from large registered investment advisors by bringing together taxes and wealth management. Innovative CPA Group, ...