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Why a pair of Zero Alpha RIAs are combining and out-and-out avoiding roll-ups and private-equity money

Savant Capital and Monitor Group will have a combined $2.7 billion of AUM and hot prospects for gobbling up more firms

Wednesday, April 25, 2012 – 2:58 PM by Lisa Shidler
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"We don't have to work with aggregators," says Tom Muldowney, pictured here (l-r) with Glenn Kautt and Brent Brodeski, Dick Bennett, Tom Muldowney

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January 6, 2022 – 10:33 PM

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Goldman Sachs nabs TD Ameritrade's Darla Sipolt for RIA custody; Kate Healy, Jim Dario and Peter Dorsey are among 1,000 staffers cut by Schwab post TD merger

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Skip Schweiss exit from TD Ameritrade means the RIA custody business lost its most visible corporate-paid advocate -- for the moment

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See more related moves

Mentioned in this article:

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally

Savant Capital Management
RIA Serving Endowments/Foundations
Top Executive: Brent Brodeski, CEO

DeVoe & Company
Consulting Firm
Top Executive: David DeVoe




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