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How Aspiriant knocked out another all-stock deal for an $850-million-AUM firm and why such pure-paper transactions don't grow on trees

Stanford had done its own succession spade work and its principals were willing to become workers in a Deloitte-cultured firm

Author Janice Kirkel December 29, 2016 at 4:09 PM
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Rob Francais: Stanford is already in its second generation of management ...

Stephen Winks

Stephen Winks

December 29, 2016 — 9:29 PM
Aspiriant has the technical competency of a big four accounting firm and the entrepreneurial moxie to be among the first RIAs to develop large scale institutionalized support for fiduciary duty, establishing professional standing in advisory services which has long been lacking as an option for advisors. being among the first to do so is a daunting task but the value proposition is compelling in a marketplace looking for leadership. SCW

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Shirl Penney hands over 'front end of the house' to Andrew Marsh as Dynasty reboots -- post-$100-million raise, post-IPO withdrawal and post-Schwab partnering

The Dynasty CEO is handing over sales, custody relations, breakaways and M&A sales to the un-retired Canadian -- and wildly promoting from within.

September 21, 2023 at 1:53 AM


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Advisor Growth Strategies, LLC
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Top Executive: John Furey

Savant Capital Management
RIA Serving Endowments/Foundations
Top Executive: Brent Brodeski, CEO

Creative Planning
RIA Serving Other RIAs
Top Executive: Peter Mallouk, JD, MBA, CFP®



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