Cresset, a $72 billion registered investment advisor based in Chicago, announced plans to merge with Monticello Associates, an employee-owned institutional consulting firm with $124 billion in assets ...

Main Street Financial Solutions, a Newtown, Pa.-based RIA with $2.5 billion in client assets, has launched a three-person RIA of former wirehouse and broker/dealer employees based in Malvern, Pa., ...

The top SMA managers of the the decade, per Informa Investment Solutions’ PSN Top Gun awards.