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John Furey is creating a think-tank out of six big RIAs that want to grow like roll-ups without the pressures of an IPO

The Alliance for RIAs includes Savant Capital, Carson Wealth, Beacon Pointe, Stratos and Highline

Monday, April 30, 2012 – 12:56 PM by Brooke Southall and Lisa Shidler and Brooke Southall
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John Furey: Everyone just hit it off.

Related Moves

His days of playing defense done, Jeff Concepcion pinches pennies then poaches a Fidelity and Schwab veteran to execute grab for next $6 billion of AUA at Stratos

Lou Camacho will pursue goal of $600 million a quarter in new assets on behalf of OSJ that wants much more inorganic growth

October 5, 2018 – 7:40 PM

Ron Carson ends national search for chief marketing officer by doing a local M&A deal using his favorite HR broker -- Eric Clarke

When Eric Clarke decided he'd play matchmaker, the hyperactive Carson Group CEO snapped up Mineral Interactive and made a creative deal

October 5, 2018 – 6:05 PM


Mentioned in this article:

Advisor Growth Strategies, LLC
Consulting Firm
Top Executive: John Furey

Stratos Wealth Partners
RIA Seeking to Hire Advisors
Top Executive: Jeff Concepcion

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

Carson Group
Consulting Firm
Top Executive: Ron Carson




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