RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Why it took Rudy Adolf seven years to win an elusive $1.5-billion RIA to cap a $14-billion-asset year

The $60-billion-AUA firm has its mojo back as it brings on a woman-run firm with a 49-state presence

Author Lisa Shidler January 10, 2013 at 6:36 AM
1 Comment
no description available
Colleen Lindstrom: I typically gather and review a significant amount of data and input before making a decision.

Women of Wealth Management


Maria Marsala

Maria Marsala

January 11, 2013 — 3:09 AM

East marries west. OR is it west marries east? :)

I’ve attended a few of Paul’s workshops. Merriman has an excellent reputation here in the PNW. And it’s great to see a women at the helm although I look forward to the day that “that” doesn’t matter.


Related Moves

August 13, 2022 at 12:39 AM

The upper RIA echelon mass-exit is now at 25 execs and counting -- for 25 'reasons' -- but it's hardly a coincidence, analysts say

Burnout and EBITDA weigh on CEO-types as never-ending exits claim Ron Carson, Aaron Klein, Bernie Clark, Rudy Adolf, Bill Crager and Tim Buckley.

June 7, 2024 at 11:17 PM

Another A-list RIA Schwabbie lands on his feet -- this time at DeVoe & Co. -- after TD Ameritrade merger displacement of 2,000-plus

Tony Parkin takes the reins as president of the San Francisco M&A shop and reunites with ex-Schwab boss who left 14 years ago

May 10, 2024 at 1:29 AM

Adam Birenbaum's calls 'Colony' deal -- to create $100-billion super-RIA -- a 'mandate,' but it's also likely a 'prelude' to larger strategic objective, M&A expert says

The 46-year-old CEO of Buckingham Wealth's 'long game' approach keeps paying dividends; it comes down to his approach to relationships

May 7, 2024 at 5:04 AM

See more related moves

Mentioned in this article:

Diamond Consultants
Recruiter
Top Executive: Mindy Diamond

Focus Financial Partners, LLC
Consolidator/Roll-up Firm
Top Executive: Rudy Adolf

DeVoe & Company
Consulting Firm
Top Executive: David DeVoe



RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings


Common Tags


Recent Articles


Popular Writers


RIABiz logo

RIABiz

About Us

Directory

Archives

Connect

RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.