Andrew Foerch

Defendant Travis Henry is listed in regulatory filings as the head of newly formed Los Angeles-based RIA Factory Capital.

This is the first of several stories Citywire will publish as part of its second annual RIA pay report.

The multi-family office said it expects the transaction to bring it to approximately $185bn in total client assets.

Plus, a check-in on a pair of million-dollar bets between Peter Mallouk and Mark Cuban at their respective halfway marks.

Peltoma Capital Partners CIO Rubin Miller and director of financial planning Rachael Levine tour Citywire through a portfolio that represents their $197m RIA’s allocation philosophy and reflects their experience as directors at Dimensional Fund Advisors.

MarkhamNorton Accountants+Advisors has offices in Fort Meyers and Naples.

The court found United Capital's complaint lacked sufficient factual allegations tying Osaic to any misconduct. The RIA is now free to refile its complaint with new factual allegations.

The mega-RIA has merged in Cordant Wealth Partners in Portland.

Affected employees will keep their jobs until the end of 2026.

The women-focused wealth manager now charges a flat fee of $4,800 a year for clients in its comprehensive financial planning offering, up from $3,600.