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Deals Of The Day: The Latest In Wealth Management M&A – Advisory Services Network

Editorial Staff March 27, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Advisory Services Network

The latest moves and appointments in wealth management in the Americas.

Advisory Services Network
Advisory Services Network in the US has brought two new teams to its platform:

The Bruce Wealth Group in Vero Beach, Florida, with about $35 million in client assets; and Lexington, Kentucky-based Acuity Wealth Management, with around $100 million in client assets. 

ASN, which is headquartered in Atlanta, Georgia, recently announced that it had surpassed the $7 billion in assets under management, and had also added $130 million Ohio Valley Wealth Management to its platform.

The group operates in 49 states, with a total of 217 advisors, spanning 138 independent practices.

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