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Deals Of The Day: The Latest In Wealth Management M&A – LaSalle St.

Editorial Staff January 5, 2022

Deals Of The Day: The Latest In Wealth Management M&A – LaSalle St.

The latest mergers, acquisitions and corporate actions in and around the North American wealth management sector.

LaSalle St., the group of wealth managers, has recruited two independent wealth management firms to join its platform: Brisbois Capital, a firm with $90 million in client assets based in Wilmington, Massachusetts, and The Associates Group, a Chicago-area firm with $70 million in client assets.

Brisbois Capital was previously affiliated with Securities America, while The Associates Group was previously affiliated with LPL Financial. The two firms' founding advisors are Todd Brisbois and Alan Nadolna, respectively.

Founded in 2003, Brisbois Capital provides guidance to families, individuals, trusts, corporate retirement plans, pension plans, and foundations. It was founded by Todd Brisbois, who is also its president.

The Associates Group, which is a financial planning-focused advisory practice, was founded by Alan Nadolna.

LaSalle St. is a family of firms comprising LaSalle St. Securities, an independent broker-dealer; LaSalle St. Investment Advisors, a SEC-registered investment adviser; and LaSalle St. Insurance Services, a provider of annuity and insurance products. The group, which was founded in 1974 and is based in Chicago, supports more than 300 financial advisors and has more than $12 billion in total client assets.

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