Brighton Jones Launches Atlanta Workplace
Brighton Jones, a Seattle-based registered funding advisor with $26 billion in consumer property, has opened its first Atlanta workplace with the addition of Andrew Foray as lead advisor.
Foray joins the RIA from SignatureFD, the place he was a monetary planner. He had additionally labored as an advisor for Vanguard.
His focus areas embody value-based monetary decision-making, optimizing money circulation and tax methods, and incorporating philanthropy and legacy into planning.
In line with Chief Progress Officer Mark Jones, Atlanta can be Brighton Jones’ fourth new workplace in 2025, bringing its footprint to 22 cities within the U.S.
“Atlanta is a vibrant, quickly increasing market that displays the evolving monetary wants of Individuals at this time,” he mentioned in a press release.
Built-in Companions Bolster Residence-Base of Boston With $370M RIA
Built-in Companions, a Boston-based RIA and workplace of supervisory jurisdiction of LPL Monetary, introduced its fourth addition of the yr with Corey Wealth Companions, one other Boston advisory staff led by founder and managing associate Jeff Corey.
Corey Wealth will add $370 million in consumer property to Built-in’s advisor community, which oversees about $21 billion in consumer property. Corey Wealth, which is concentrated on high-net-worth and ultra-high-net-worth purchasers, will be part of Built-in’s Kind ADV, however hold its identify. Corey had beforehand been with Claro Advisors, a Boston-based RIA.
Accomplice Lincoln Hurney will be part of Corey within the transfer, together with 4 different operations, consumer, and relationship managers.
The agency was drawn to Built-in’s CPA Alliance Program, which can add to an present relationship Corey Wealth has with its personal CPA associate, based on the announcement.
Built-in has added about $2 billion in property in 2025, together with its most up-to-date addition of Albritton Monetary Providers in April.
Carson Group Totally Integrates Florida-based Advisory
Carson Group, an Omaha, Neb.-based RIA with $42 billion in AUM, has totally acquired SRQ Wealth, a associate agency based mostly in Sarasota, Fla.
SRQ turned a Carson Accomplice in 2019 and has grown to $365 million in consumer property. Managing Accomplice and Senior Wealth Advisor Steve Martin will nonetheless lead the follow together with companions Karin Grablin and Justin Salemy, together with 4 help workers. The agency will hold its identify.
The transfer boosts Carson’s wholly owned advisories to 25 and offers SRQ entry to extra assets, instruments, and the agency’s help community.
“Steve and his staff had been seeking to resolve for succession and enterprise continuity of the robust follow they’ve constructed, and by enhancing our partnership, SRQ Wealth will be capable of develop quicker and stage up with out skipping a beat,” Carson CEO Burt White mentioned in a press release.
Carson has greater than 150 associate places of work together with its wholly-owned corporations.
Arbor Monetary Providers Faucets Wealth Supervisor from Advisors Capital
Arbor Monetary, a Melbourne, Fla.-based RIA with $113 million in consumer property, has opened the primary of 5 places of work it plans to have on Florida’s east coast with the rent of wealth supervisor Michael Knight.
Knight joins from Advisors Capital Administration of Ridgewood, N.J., the place he was a part of a staff managing $600 million in property of high-net-worth purchasers. He focuses on portfolio administration, tax-efficient methods, property planning and monetary steering.
Knight can be based mostly in Fort Lauderdale, with Arbor Monetary planning so as to add 4 extra areas on Florida’s east coast over the following three years.
