The changes were sparked by the impending departure of Alex. Brown President Haig Ariyan.
The advisor duo was formerly with Citigroup Global Markets.
The two teams will join the bank in New York City.
Rosen Capital Management of Macon, Ga., was founded in 1948 as a life and health insurance agency.
EQIS and 3D/L will will each continue to operate under their branded names.
Wharton Business Group of Malvern, Pa., is Alera's first acquisition.
Paxos's product uses technology to tokenize, custody, trade and settle assets.
One of Christine Gustafson's clients is the American Heart Association.
Creative Planning has completed three deals in 2022, bringing $1.6 billion in AUM to the firm.
BNY Mellon Wealth Management reported having $305 billion in total client assets.
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