In the latest edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX--your trusted source for AI-powered private wealth data intelligence--details the most notable wealth team moves, M&A deals, and new firm launches that occurred throughout April 2026.
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Rep & Team Movements
$2.1B UBS Team Joins Wells Fargo's FiNet as Independent Practice
Experienced Advisory Team With More Than $110 Million in Assets Joins Ameriprise
Rockefeller Nabs Billion-Dollar Morgan Stanley Duo in Oklahoma
Baird Nabs $1Bn Trio from RIA for Indy Office
Raymond James Snags $476M UBS Team in Ohio
$3Bn Merrill Team Jumps to Rockefeller
Wells Snags $466M UBS Team in Florida
$2Bn Bay Area UBS Team Splits for Rockefeller
M&A Activity
Cerity Partners Merges in $1.2Bn Nashville RIA
Modern Wealth Buys $1.2Bn Ex-LPL Affiliate in Florida
Apella Buys $625M Bay Area RIA
Northwestern Mutual Merges Advisor Teams in $4.3Bn Deal
Wealthspire Adds $1.9Bn Indy RIA Through Fiducient
Merit Buys $582M Former Commonwealth Practice in Montana
Corient Buys $5.6Bn Alts-Focused RIA Vivaldi Capital Management
Carson Group Acquires Wealth Firm with $120M in AUM
Wealth Enhancement Announces Acquisition of FullCircle Wealth, an Independent RIA with Over $268 Million in Client Assets
$10Bn F.L.Putnam Nabs $670M Michigan RIA
Xcelsior Adds $770M Group from Baird
Waverly Buys $3.1Bn Fast-Growing Louisiana RIA
New Firm Launches
$2.4B UBS Breakaways Launches Evertern Wealth to Target UHNW Families with Family Office Model
Sanctuary Wealth Adds $800M Merrill Team with Soteris Private Wealth Launch
5 Commonwealth Practices Spin Out to Form $4Bn Pennsylvania RIA
Former Wells FiNet Advisor Team Departs to Launch $600M Firm
$6.5B Sowell Launches Private Wealth Division for $5M+ Clients
$1.3Bn Team Exits Focus Partners to Launch Mariner-Backed Practice
Read on for more info...
A $2.1 billion multigenerational advisory team, Touchstone Wealth Partners, left UBS to join Wells Fargo Advisors Financial Network (FiNet) as an independent practice, underscoring continued momentum in advisor movement toward hybrid independence models. The team—based in Ohio and Florida and led by the Wise family—marks the fourth billion-dollar-plus group to join FiNet in 2026, contributing to one of the platform’s strongest recruiting periods in years.
→ Touchstone Wealth Partners manages over $2.1B in assets and transitioned from UBS to Wells Fargo’s FiNet independent channel
→ The team operates from Toledo, OH and Bonita Springs, FL, and includes multiple advisors and support staff moving together
→ This is the fourth $1B+ team to join FiNet in 2026, contributing to roughly $5.5B in recruited assets so far
→ The move highlights broader trends of advisor departures from UBS and increasing interest in independence with institutional backing
Pinnacle Wealth Management, a Louisiana-based advisory team with more than $110 million in assets, transitioned from LPL Financial to the independent channel of Ameriprise Financial. Led by Vincent Lauer, the team cited Ameriprise’s advanced digital capabilities, streamlined operations, and comprehensive service model as key drivers of the move, enabling them to deliver a more personalized client experience while improving efficiency.
→ Pinnacle Wealth Management ($110M+) moved from LPL Financial to Ameriprise’s independent channel.
→ The Lafayette, LA-based team is led by Vincent Lauer and brings over 55 years of combined industry experience
→ The team chose Ameriprise for its integrated technology platform, which enhances client experience and operational efficiency
→ Ameriprise continues to see strong advisor recruiting momentum, with ~1,700 advisors joining over the past five years
View Ameriprise Financial in FINTRX >>
Rockefeller Global Family Office recruited a roughly $1 billion Morgan Stanley team in Oklahoma City, continuing its aggressive push to hire experienced wirehouse advisors. The team—Red Rock Private Wealth Partners, led by Ian M. Ogilvie and Kevin R. Kurtz—generated about $6.5 million in annual revenue and joined Rockefeller’s Central division. The move reflects Rockefeller’s ongoing strategy of targeting veteran, high-producing teams from major wirehouses like Morgan Stanley, supported by recent organizational changes and continued investment in recruiting as the firm scales its national wealth platform.
→ Red Rock Private Wealth Partners managed approximately $1B in client assets and produced ~$6.5M in annual revenue
→ The team is led by Ogilvie and Kurtz and includes additional support staff transitioning with them
→ The group joins Rockefeller’s Central division, reporting to regional leadership as part of its expanding structure
→ The move highlights Rockefeller’s continued momentum in recruiting large, experienced teams from wirehouses amid broader industry advisor movement trends
View Rockefeller Global Family Office in FINTRX >>
A $1 billion advisory team left Indianapolis-based RIA Goelzer Investment Management to join Robert W. Baird & Co., highlighting a less common reverse move from the independent RIA channel back to a broker-dealer platform. The three advisors—who operated as HWB Partners—transitioned to Baird’s Indianapolis office along with support staff, citing the firm’s scale, resources, and ability to enhance client service while maintaining a degree of advisory independence. The move reflects Baird’s continued push to recruit experienced, high-AUM teams and underscores that, while independence remains a dominant trend, some advisors are re-evaluating the trade-offs between autonomy and institutional support.
→ A ~$1B team (HWB Partners) moved from Goelzer Investment Management to Robert W. Baird & Co. in Indianapolis
→ The transition included multiple advisors and support staff joining Baird’s private wealth platform
→ The move is notable as a reverse trend—RIA to broker-dealer—amid a broader industry shift toward independence
→ Drivers included access to greater scale, infrastructure, and resources to support client service and growth
Raymond James recruited a $476 million UBS advisory team in Ohio, led by Jason Hull and Jessica Penza, highlighting continued momentum in advisor movement away from wirehouses. The duo—who generated about $2.5 million in annual revenue—joined Raymond James’ employee channel in Dublin, citing a combination of large-firm scale and greater autonomy as key factors in their decision.
→ Jason Hull and Jessica Penza moved from UBS to Raymond James, bringing a $476M book and their Hull Penza Wealth Advisors team
→ The team joined Raymond James’ employee channel in Dublin, Ohio, along with a client associate
→ The advisors emphasized Raymond James’ mix of independence, technology, and lack of bank ownership as key differentiators
→ The move reflects ongoing advisor attrition at UBS and continued aggressive recruiting by rival firms
View Raymond James in FINTRX >>
A roughly $3 billion Merrill Lynch private wealth team has left the wirehouse to join Rockefeller Capital Management, highlighting the firm’s continued success recruiting large, high-producing teams into its family office platform. The Houston-based group—generating around $14 million in annual revenue—adds to Rockefeller’s growing momentum as it targets experienced wirehouse advisors seeking a more bespoke, high-end client offering. The move also reflects ongoing competitive pressure on Merrill Lynch, as Rockefeller and other firms capitalize on advisor dissatisfaction and the appeal of more flexible, client-centric models.
→ The team manages approximately $3 billion in client assets and produces about $14 million in annual revenue
→ The group is based in Houston and includes multiple senior advisors and support staff transitioning together
→ Rockefeller Capital Management continues to build scale by recruiting large wirehouse teams into its Global Family Office division
→ The move underscores broader industry trends of advisor attrition from Merrill Lynch and increasing competition from independent and hybrid platforms
View Rockefeller Capital Management in FINTRX >>
A $466 million advisory team led by Douglas C. DiGiorno has left UBS to join Wells Fargo Advisors in Naples, Florida, continuing a steady flow of UBS departures to Wells Fargo’s wealth platform in 2026. The three-person group, which includes longtime support staff Kay DeBoe and Kate Golden, brings roughly three decades of industry experience and will operate under Wells Fargo’s traditional brokerage channel. The move adds to Wells Fargo’s strong recruiting momentum this year, particularly in Florida, as the firm continues to attract high-producing UBS teams seeking broader platform capabilities and more flexible client service models.
→ The departing team managed about $466M in assets at UBS and is led by Douglas DiGiorno
→ Based in Naples, Florida, the group includes two support staff members who moved with DiGiorno
→ They joined Wells Fargo Advisors’ traditional brokerage channel, not the independent FiNet platform
→ The move is part of a broader trend of ongoing UBS advisor departures and strong Wells Fargo recruiting activity in Florida and other key markets
A $2 billion UBS advisory team from the Bay Area has left to join Rockefeller Capital Management, continuing Rockefeller’s aggressive recruiting streak from UBS. The move involves a multi-advisor wealth management group that will operate within Rockefeller’s private wealth platform, where it will serve high-net-worth and ultra-high-net-worth clients with expanded access to family office capabilities, planning services, and investment resources. Rockefeller continues to position itself as a key destination for large breakaway teams, particularly those managing complex, multigenerational wealth relationships.
→ A Bay Area UBS team overseeing roughly $2B in AUM has joined Rockefeller Capital Management
→ The team will integrate into Rockefeller’s private wealth/family office platform focused on high-net-worth clients
→ The move reflects continued advisor departures from UBS and broader industry consolidation and mobility trends
→ Rockefeller remains a major recruiter of large wirehouse teams, especially those seeking more independence and expanded planning capabilities
View Rockefeller Capital Management in FINTRX >>
Cerity Partners continued its aggressive expansion strategy by merging with Covenant Partners, a Nashville-based RIA managing roughly $1.2 billion in assets. The deal brings a 15-person, high-net-worth-focused advisory team into Cerity and marks the firm’s official entry into the Tennessee market. Covenant Partners will rebrand under Cerity but is expected to maintain its client-centric, family-office-style service model while gaining access to Cerity’s broader institutional capabilities and investment platform. The transaction is part of Cerity’s broader M&A-driven growth strategy, which has included multiple large acquisitions across 2026 and reinforces its position as one of the most active consolidators in the RIA space.
→ Cerity Partners merged with Covenant Partners, a ~$1.2B Nashville-based RIA focused on high-net-worth clients
→ The deal adds a 15-person advisory team and establishes Cerity’s footprint in Tennessee
→ Covenant will operate under the Cerity brand while retaining its “high-touch,” family-office-style approach
→ The transaction reflects Cerity’s broader acquisition-led growth strategy and continued expansion into new regional markets
View Cerity Partners in FINTRX >>
Modern Wealth continued its aggressive acquisition strategy with the purchase of Legacy Wealth Management, a $1.2 billion advisory firm previously affiliated with LPL Financial. The eight-person Legacy team, led by advisors Tony DuBose and Joel Palatnik, will join Modern Wealth as managing directors and operate under the firm’s brand while integrating into its broader infrastructure, including retirement plan and operational support services. The transaction also includes Legacy’s retirement plan advisory business, which will be folded into Modern Wealth’s existing retirement division as the firm continues scaling its capabilities across wealth and retirement planning.
→ Modern Wealth acquired Legacy Wealth Management ($1.2B), a Florida-based former LPL affiliate
→ The deal represents Modern Wealth’s 20th acquisition since its 2023 launch and its first entry into Florida
→ Legacy’s eight-person advisor team is joining Modern Wealth as managing directors under the firm’s brand
→ The transaction includes roughly $300M in retirement plan assets, which will be integrated into Modern Wealth’s retirement plan platform
View Modern Wealth in FINTRX >>
Apella Wealth has acquired Financial Connections Group, a roughly $625 million Bay Area RIA, in a deal that expands Apella’s West Coast presence and brings its total assets under management to about $10.5 billion. The acquired firm is a fee-only fiduciary practice known for its financial planning and team-based advisory model, and its entire advisory team will join Apella as part of the transaction. The deal is Apella’s 27th overall acquisition and continues its broader strategy of scaling through M&A alongside its private equity partner Wealth Partners Capital Group.
→ Apella acquired Financial Connections Group, a ~$625M Bay Area RIA based in Larkspur, CA
→ The deal increases Apella’s AUM to roughly $10.5B and marks its 27th acquisition overall
→ Financial Connections is a fee-only, fiduciary firm focused on financial planning, retirement, and investment management
→ The full advisory team joined Apella, supporting its broader West Coast and national expansion strategy
A large Northwestern Mutual advisory team has combined two internal practices into a single $4.3 billion advisory group, reflecting continued consolidation among high-performing wealth management teams within the firm’s network model. The merger brings together experienced advisor groups that previously operated separately, with the goal of improving scale, operational efficiency, and client service capabilities under one unified structure. The move highlights how major wirehouse-affiliated and hybrid firms are increasingly reorganizing internal talent into larger “super teams” to enhance succession planning, improve economics, and strengthen competitive positioning in a consolidating wealth management landscape.
→ Northwestern Mutual merged two advisor teams into a single $4.3B combined practice
→ The integration is designed to improve scale, efficiency, and long-term succession planning
→ The combined group operates within Northwestern Mutual’s advisor network model rather than as a full external breakaway
View Northwestern Mutual in FINTRX >>
Wealthspire continued its acquisition-driven expansion in the institutional advisory space by adding Axia Advisory, a $1.9 billion Indianapolis-based retirement plan consulting and investment advisory firm, through its Fiducient Advisors business. The deal strengthens Wealthspire’s retirement plan capabilities and further builds out its institutional platform, particularly in fiduciary consulting, plan design, and employee retirement services. Axia, which also offers private wealth management services, will continue operating from its Indianapolis office while gaining access to Wealthspire’s broader research, technology, and investment resources.
→ Wealthspire acquired Axia Advisory, a $1.9B retirement plan consulting and investment advisory firm, via Fiducient Advisors
→ Axia specializes in retirement plan services including fiduciary governance, plan design, and employee education
→ The firm will remain based in Indianapolis and continue operating with its existing team while integrating into Wealthspire’s platform
→ The deal reinforces Wealthspire’s strategy of scaling its institutional and retirement advisory business through acquisitions under Fiducient
Merit Financial Advisors acquired Strategic Retirement Plans, a roughly $582 million former Commonwealth Financial Network practice based in Montana and Wyoming, continuing its steady run of tuck-in deals tied to the ongoing post-LPL acquisition reshuffling of Commonwealth-affiliated advisors. The 10-person team is moving its entire staff and client base to Merit and will operate as part of the firm’s expanding Western U.S. footprint.
→ Merit acquired Strategic Retirement Plans, a ~$582M AUM RIA formerly affiliated with Commonwealth
→ The firm is based in Billings, Montana with an additional office in Gillette, Wyoming, and serves ~800 households
→ Founders Gabe Lapito and Ryan Gomendi, along with their full 10-person team, joined Merit as partners and wealth managers
→ The deal reflects continued advisor migration from Commonwealth following its sale to LPL and Merit's broader acquisition-driven expansion strategy
View Merit Financial Advisors in FINTRX >>
Corient has agreed to acquire Vivaldi Capital Management, a $5.6 billion Chicago-based RIA, continuing its aggressive expansion in the ultra-high-net-worth wealth management space. The deal strengthens Corient’s “private partnership” model and adds a firm known for its strong focus on alternative investments and integrated planning for affluent families. Vivaldi’s founders, David Sternberg and Randel Golden, along with other principals, are expected to become partners at Corient once the transaction closes in Q2 2026.
→ Corient is acquiring Vivaldi Capital Management, which oversees roughly $5.6B in assets and serves high-net-worth and ultra-high-net-worth clients
→ Vivaldi is known for its strong emphasis on alternative investments and holistic wealth management, blending planning and portfolio construction
→ The deal is part of Corient’s ongoing M&A push as it scales rapidly toward ~$450B in combined assets through multiple acquisitions
Carson Group continued its steady expansion strategy by acquiring Buckley Investment Group, a Walla Walla, Washington-based advisory firm with approximately $120 million in assets under management. The deal brings the multi-decade practice fully under Carson’s ownership and will rebrand the office as a Carson Wealth location. The transaction reflects Carson’s ongoing push to consolidate long-standing independent practices into its integrated model, offering advisors access to broader technology, planning resources, and operational infrastructure while maintaining client-facing continuity.
→ Carson Group acquired Buckley Investment Group, a ~$120M AUM advisory firm based in Walla Walla, WA
→ The firm was founded in 2003 and includes advisor John Buckley and partner Shannon Ebding
→ The practice initially affiliated with Carson in 2023 before transitioning into a fully owned Carson Wealth office
→ The acquisition expands Carson’s “integrated office” model, giving advisors access to centralized tech, investment, and operational support
View Carson Group in FINTRX >>
Wealth Enhancement announced the acquisition of FullCircle Wealth, a Dallas-based independent RIA managing approximately $268 million in client assets. The deal brings a small, advisor-led team into Wealth Enhancement’s platform and increases the firm’s scale to roughly $141.9 billion in total client assets. FullCircle Wealth, founded in 2012 and led by Brent Sikes, focuses on comprehensive financial planning for business owners, executives, and families, with services spanning tax planning, wealth transfer, and investment management.
→ Wealth Enhancement acquired FullCircle Wealth, a Dallas-based RIA with ~$268M in AUM
→ The FullCircle team includes one advisor and two support staff led by Brent Sikes
→ FullCircle provides comprehensive planning including tax, estate/wealth transfer, and investment/insurance services
→ The acquisition supports Wealth Enhancement’s broader strategy of scaling through boutique RIA deals in key markets, bringing total assets to ~$141.9B
View Wealth Enhancement in FINTRX >>
F.L. Putnam, a growing independent RIA, has acquired Arcadia Investment Management, a Michigan-based advisory firm with more than $670 million in assets, marking the firm’s first expansion into the Midwest. The deal strengthens F.L. Putnam’s national footprint and adds a six-person team with deep local expertise, while also reinforcing the firm’s ongoing M&A-driven growth strategy. With this transaction, F.L. Putnam’s assets under management have surpassed $10 billion, further solidifying its position as an increasingly active consolidator in the RIA space.
→ F.L. Putnam acquired Arcadia Investment Management, a $670M RIA based in Kalamazoo, Michigan.
→ The deal establishes F.L. Putnam’s first Midwest office and expands its geographic reach.
→ Arcadia’s six-person team, including senior leadership, joined F.L. Putnam as part of the transaction.
A $770 million wealth management team from Baird has joined Xcelsior Advisor Partners, continuing a steady flow of advisor movement from traditional brokerage platforms into independent RIA-style structures. The team, Duffy Mathias Private Wealth, brings significant scale as well as a strong track record of industry recognition. The move highlights Xcelsior’s strategy of attracting experienced, growth-oriented teams by offering greater autonomy paired with operational and investment support. Leadership at Xcelsior—both formerly of Baird—framed the transition as part of a broader shift in the industry toward independence, ownership, and alignment between advisors and platform partners.
→ Duffy Mathias Private Wealth, previously at Baird, joined Xcelsior managing about $770M in assets and generating $4.6M+ in annual revenue
→ The team is led by Jacob Duffy and David Mathias, both recognized in industry rankings such as Forbes and Barron’s
→ Xcelsior co-CEOs previously held senior leadership roles at Baird, underscoring deep industry ties behind the move
View Xcelsior Advisor Partners in FINTRX >>
Waverly Advisors has acquired TruWealth Advisors, a fast-growing Louisiana-based RIA managing about $3.1 billion in assets, in a deal that marks Waverly’s entry into the state and further expansion across the Southern U.S. The transaction brings TruWealth’s full team of 31 professionals into Waverly and adds offices in the New Orleans suburbs of Mandeville and Metairie. Founded in 2020, TruWealth has quickly built a reputation for personalized financial planning and portfolio management for individuals and families.
→ Waverly acquired TruWealth Advisors, a $3.1B Louisiana RIA, expanding into the New Orleans market
→ TruWealth was founded in 2020 and grew rapidly with a focus on individualized planning and portfolio management
→ All 31 employees, including founders Chuck Simmons and Jim Parrie, are joining Waverly in leadership roles
→ The deal is Waverly’s 32nd acquisition since 2021 and boosts its AUM to about $34.2B
A $2.4 billion UBS breakaway advisory team has launched Evertern Wealth, a new independent RIA based in Naples, Florida, designed to operate as a boutique family office serving ultra-high-net-worth families, business founders, and executives. Led by veterans Jason Stephens and Mic Lundon, the firm left UBS after decades at the wirehouse to build a more flexible, tech-enabled platform supported by Dynasty Financial Partners and Goldman Sachs Custody Solutions. Evertern aims to deliver institutional-grade capabilities within a highly personalized advisory model.
→ A ~$2.4B UBS advisory team, led by Jason Stephens and Mic Lundon, launched Evertern Wealth in Naples, FL
→ The new firm is supported by Dynasty Financial Partners for infrastructure and Goldman Sachs for custody services
→ Evertern's focus includes estate planning, liquidity events, private markets, and multigenerational wealth planning
→ The move reflects a broader trend of large UBS breakaways and continued migration toward independent RIAs
View Evertern Wealth in FINTRX >>
Sanctuary Wealth added Soteris Private Wealth, a newly launched $800 million advisory firm formed by former Merrill Lynch advisors Josh Erickson and Rob Montierth, highlighting the continued wave of wirehouse breakaways into independent models. Based in Walnut Creek, California, the team joined Sanctuary’s partnered independence platform to gain greater ownership, flexibility, and access to broader planning and technology resources.
→ Soteris Private Wealth was launched by two Merrill Lynch veterans managing approximately $800M in assets
→ The team joined Sanctuary Wealth’s partnered independence model, which offers ownership, operational support, and multi-custodial flexibility
→ The firm focuses on high-net-worth clients, including business owners, executives, and multigenerational families
→ The move underscores a broader trend of wirehouse advisors breaking away to independence for greater control and expanded capabilities
A group of six former Commonwealth Financial Network-affiliated advisory teams has merged to form a new independent RIA called Kintra, launching in Pennsylvania with more than $4 billion in combined AUM. The formation brings together five ex-Commonwealth practices alongside one additional independent firm, reflecting a broader wave of advisor departures following LPL Financial’s acquisition of Commonwealth. The new firm is designed as a multi-custodial, technology-enabled platform aimed at giving founding partners greater autonomy, deeper collaboration, and more control over client experience and long-term growth strategy.
→ Six advisory teams merged to form Kintra, a new Pennsylvania-based RIA managing $4B+ in assets
→ The move follows increased advisor disruption after LPL Financial acquired Commonwealth, accelerating breakaway activity
→ Kintra is structured as a collaborative, multi-custodial platform focused on independence, scale, and shared infrastructure investment
View Kintra Wealth in FINTRX >>
A former Wells Fargo Advisors Financial Network (FiNet) advisor team has left to launch a new independent RIA, JET Wealth Advisors, highlighting the continued wave of breakaways from wirehouse-affiliated platforms. The La Jolla–based firm, which manages roughly $600 million in assets, was founded by John Toman and includes several former FiNet advisors. The team cited a desire for greater control over client experience, technology, investment flexibility, and firm operations as key drivers of the move.
→ Former Wells Fargo FiNet advisor team launched JET Wealth Advisors, an independent RIA with ~$600M in AUM
→ The team left to gain more control over technology, client experience, and firm operations
→ Custody is handled through Fidelity, reflecting a typical independent RIA infrastructure shift
→ The move underscores a broader trend of advisors leaving wirehouses/affiliated platforms for full independence and flexibility, including adoption of newer tech like AI tools
View JET Wealth Advisors in FINTRX >>
Sowell Management, a $6.5 billion RIA, has launched a new Private Wealth division called Cache River Private Wealth to serve households with $5 million or more in net worth, marking a strategic shift toward “family office lite” services. The new unit is designed to provide more comprehensive, multi-generational planning and support while remaining accessible to high-net-worth clients who may not require a full family office. The initiative also serves as a growth platform for the firm, both by deepening relationships with existing advisors and by attracting outside advisors focused on affluent clients. To support the launch, Sowell brought in experienced leadership, including a new chief growth officer, and framed the move as part of a broader effort to scale more sophisticated wealth services across its advisor network.
→ Sowell Management launched Cache River Private Wealth for clients with $5M+ in net worth
→ The division offers “family office lite” services, including advanced planning across investments, taxes, estate, and legacy strategies
→ The initiative acts as a growth and recruiting channel for advisors specializing in ultra-high-net-worth relationships
A $1.3 billion advisory team led by former Focus Partners advisors is leaving Focus to launch a new independent wealth management practice backed by Mariner, underscoring continued advisor movement toward larger, platform-supported independence models. The team, Mosaic Value Partners (MVP), includes former Kovitz Investment Group advisors John Buckingham, Jason Clark, and Christopher Quigley, and will operate as a Mariner-affiliated firm while maintaining autonomy. The launch reflects Mariner’s ongoing strategy of scaling its independent channel by recruiting large, established teams, particularly those seeking greater flexibility and long-term ownership structures.
→ A $1.3B advisor team is leaving Focus Partners to form Mosaic Value Partners (MVP), a new independent RIA
→ The team includes veteran advisors John Buckingham, Jason Clark, and Christopher Quigley, formerly of Kovitz Investment Group
→ MVP is launching with backing from Mariner, operating within its independent platform while retaining autonomy
→ The move reflects broader industry trends of large team breakaways and competition among RIA aggregators for multi-billion-dollar practices