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Monday, October 5, 2026The Morning Brief →Sign in
ria

Sowell Management

NORTH LITTLE ROCK, AR
CRD: 127145
In PWD coverage since August 31, 2026 · 8 stories
$4.8BRegulatory AUMSEC Form ADV · Oct 3
162EmployeesForm ADV
Regulatory AUM · Sep 5 – Oct 3
PWD coverage
Deals & PE

Merchant takes $255.9 million stake in $97 billion Australian wealth firm Ironbark

The investment is Merchant's largest outside the United States and is earmarked for Ironbark's expansion in wealth management, AI, technology and operations.
practice · Sep 7Tax planning is the new client-acquisition play
The Close · Sep 2RIA roll-ups are now buying retention, not just assets
RIA · Sep 1Sowell builds an in-house tax team for $5 million households
practice · Sep 1Sowell arms advisors with tax-and-estate planning group
RIA · Sep 1Grimes brings tax prep in-house as mid-sized RIAs chase retention
the_wrap · Aug 31Commonwealth loses teams to a startup RIA and Cetera
RIA · Aug 31Sowell builds in-house tax and estate depth for wealthy clients
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