Sanctuary’s Enterprise Partner Model Gets Another Ohio Test As Alluvial Adds Bryan Blackburn
Sanctuary partner Alluvial added Bryan Blackburn from Carnegie, lifting assets past $1.2B and expanding its Cleveland presence.
A Veteran Advisor Joined TritonPoint. The Real Story Is Ownership
TritonPoint Partners added Greg Powers and expanded into Arizona and California, showing how advisor-owned platforms compete for veteran talent.
Cetera Added A Schwab And Fidelity Veteran. The Bigger Story Is RIA Choice
Cetera named Paul Polese to lead RIA Blueprint, strengthening its RIA and branches strategy as advisors demand more affiliation choice.
Two RIA Platforms Had Record Years. Their Growth Models Could Not Be More Different
Bluespring and Concurrent both reported record 2025 growth, but their models show two different paths for RIA acquisitions, capital and advisor support.
Cambridge Doubled Revenue In Five Years. Now Comes The Harder Test
Cambridge topped $2 billion in annual revenue as recruiting, acquisitions, AI and advisor support reshape independent broker-dealer growth.
&Partners Hit 100 Practices. The Bigger Story Is Its Ownership Bet
&Partners reached 100 advisor practices with Mannen Financial Group, showing how ownership, equity and culture are shaping advisor recruiting.
Cambridge’s Late-2025 Deal Run Shows How IBD Growth Is Changing
Cambridge made several late-2025 deals while recruiting major advisor groups, showing how independent broker-dealers are buying and recruiting for RIA growth.