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Deals Of The Day: The Latest In Wealth Management M&A – Robertson Stephens, Avantax
Editorial Staff
17 May 2024
Robertson Stephens Mary Alpers, business founder, is joining Robertson Stephens as managing director and principal. Previously, she was president of Three Points Financial. Alpers has 20 years’ industry experience. Her team includes her colleague of 17 years, Michelle Williamson, according to a statement from Robertson Stephens yesterday.
Robertson Stephens Wealth Management has added Colorado-based Three Points Financial, an RIA with $118 million in advisory assets, to its business.
Following the deal, the business now has about $5.4 billion in advisory assets in 20 locations across the US.
Avantax
Avantax, a tax-focused financial planning and wealth management firm, said yesterday that it has acquired GA Investment Management, based in Pennsylvania.
Since closing the acquisition, $400 million in GA client assets have been onboarded to the Avantax platform, and 10 GA employees are now W-2 employees of Avantax.
The three partners who led GA are Stephen Gierl, Gary Augustine, and Tim Augustine.