M&A

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Head of M&A Hoyt Stastney quoted in FinancialPlanning piece about the new Fidelity M&A valuation report

In the NewsM&A

Wealthspire Advisors featured on CityWireUSA as one of the biggest RIA deals of 2019

In the NewsM&A

Wealthspire Advisors included on WealthManagement.com’s 2019 list of Top RIA M&A deals

In the NewsM&A

Wealthspire Advisors Featured on FinancialAdvisor IQ

In the NewsM&A

Wealthspire Brand Launch Featured on ThinkAdvisor

In the NewsM&A

Wealthspire Advisors Featured on CityWire USA

In the NewsM&A

CCO and Head of M&A Hoyt Stastney discusses FOMO in the M&A Market With FinancialPlanning

In the NewsM&A

Wealthspire Advisors Predecessor Bronfman Rothschild Announces Close of Acquisition by NFP’s Sontag Advisory

Wealthspire Advisors predecessor Bronfman Rothschild now part of the NFP group of companies Rockville, MD, May 2, 2019 — Bronfman ...

In the NewsM&APress Release

NFP to Acquire Wealthspire Advisors Predecessor Bronfman Rothschild

Bronfman Rothschild will be integrated with NFP’s Sontag Advisory, creating a unified firm with $10 billion of assets under management ...

In the NewsM&APress Release

John H. Wolff and Team from Capital Fiduciary Advisors Join Wealthspire Advisors Predecessor Bronfman Rothschild

Rockville, MD. May 8, 2017 — Bronfman E.L. Rothschild LP, an independent investment advisor based in Rockville, Maryland, today announced the transition ...

In the NewsM&APress Release

Marilyn S. Napoli Joins Wealthspire Advisors Predecessor Bronfman Rothschild

New York, NY. March 8, 2017 —Bronfman E.L. Rothschild LP, an independent investment advisor based in Rockville, Maryland, today announced that Marilyn ...

In the NewsM&A

Wealthspire Advisors Predecessor Bronfman Rothschild Acquires TriCapital Advisors

Rockville, MD. January 31, 2017 —Bronfman E.L. Rothschild LP today announced that it has acquired TriCapital Advisors, Inc., an independent ...

M&APress Release
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