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

Editorial Staff

27 March 2024

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.