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Cary Street Partners Acquires Former Osaic Affiliate IFS Advisors

Summary by wealthmanagement.com
In addition, Cetera’s Avantax brings on a tax specialist advisory, and Raymond James adds two new practices from advisors previously at Edward Jones, Janney, and LPL.
DisclaimerThis story is only covered by news sources that have yet to be evaluated by the independent media monitoring agencies we use to assess the quality and reliability of news outlets on our platform. Learn more here.

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Lakewood Ranch wealth management firm acquired by national agency

IFS Advisors marks the 20th office nationwide for Cary Street Partners.

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wealthmanagement.comwealthmanagement.com

Cary Street Partners Acquires Former Osaic Affiliate IFS Advisors

In addition, Cetera’s Avantax brings on a tax specialist advisory, and Raymond James adds two new practices from advisors previously at Edward Jones, Janney, and LPL.

Read Full Article
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wealthmanagement.com broke the news in on Friday, May 16, 2025.
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