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News, Comment & Analysis results for Sowell Management

People Moves
September 8, 2026

RIA Launches Advanced Planning Group For Advisors

The US firm, founded in 2001, operates nationwide and targets households with $5 million or more of

M and A
May 5, 2026

Merchant Invests In Sowell Management

Merchant, the US investment house, has injected capital to fund the new program of Sowell

M and A
October 29, 2025

RIA Leans Into M&A, Exit Planning And Real Estate With Partnership

With many advisors looking at exiting the industry, making M&A deals and seeking advice on how to

Comment & Analysis results for Sowell Management

Award Winners

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“Family Offices Must Have Privacy As Their North Star” – Summit Report

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“Family Offices Must Have Privacy As Their North Star” – Summit Report

ANALYSIS: Removing A1 Gender Biases In Wealth Management

Former JP Morgan Advisors Leaders Launch $18.6 Billion RIA

OPINION OF THE WEEK: US Action Keeps “De-Banking” Issue Bubbling

RIA M&A Volume Dips, But Demand For Large Firms Still Strong

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