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A $1.2-billion RIA is born on the Rt. 128 altar as two $600-million-AUM firms -- one in hyper-growth mode by Fidelity referrals -- get hitched

Spawned from an away breakfast, the deal of Argent Wealth Management and Pillar Financial Advisors financed a succession, forestalled death on the vine and set the stage for accelerated growth

Author Jim Welte November 15, 2013 at 8:25 PM
Admin:
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Waltham is in the Boston wealth belt -- close enough to the Hub but far enough away to spread out in a glassy building.

Kevin

Kevin

March 20, 2014 — 9:44 PM

Jim – Thanks for the article. You mentioned Devoe & Company as having played a vital role in getting the deal done. Do you know of other valuation firms that specialize in RIAs that you could recommend? East coast firms that specialize in small to mid size RIAs would be our specific scope but we’re open to all suggestions. Appreciate you emailing me privately.
Thanks


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Fidelity Investments loses Kathleen Murphy who largely caught up Fido to Schwab (near $4T) on the retail side by reversing net promoter scores

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See more related moves

Mentioned in this article:

DeVoe & Company
Consulting Firm
Top Executive: David DeVoe

Park Sutton Advisors, LLC
Mergers and Acquisition Firm
Top Executive: Steven Levitt



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