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We are thrilled to share that ���ϲʿ�����¼ has acquired tru Independence, marking a significant milestone in our journey towards growth, innovation, and choice in the industry.

This strategic partnership establishes us as a powerhouse enterprise, reshaping the landscape of independent wealth management. Our unwavering commitment to providing elite financial advisors with exceptional support and resources remains at the core of our mission.

“���ϲʿ�����¼ and tru have built their businesses on partnered independence, where being independent does not mean going it alone. tru is a pioneer in independent wealth management and an innovator in supporting elite advisors who wish to own their own RIAs. With a well-earned reputation for authenticity and transparency, tru’s core values align with ���ϲʿ�����¼’s. Together, the firms have an unprecedented opportunity to collectively redefine what it means to be a full-service, multi-channel independent wealth management enterprise that specializes in supporting only the most successful financial advisors with sophisticated businesses and accomplished clients,” said Adam Malamed, CEO of ���ϲʿ�����¼.

“���ϲʿ�����¼ is the undisputed leader in helping top wirehouse advisors establish their independence with their multi-custody, corporate RIA model. Rooted in our shared commitment to providing advisors ultimate choice, the combination of ���ϲʿ�����¼ and tru will fundamentally transform the RIA ecosystem,” said Mr. Stuvland, CEO of tru Independence. “Separately, both firms have successfully attracted top-tier advisors and practices, albeit using slightly different approaches. Together, we are confident top-quintile advisors across the wealth management space will quickly appreciate everything our expanded enterprise represents and will be eager to take advantage of affiliation options that best suit their practices, staff and clients.”

With tru Independence now a part of the ���ϲʿ�����¼ ecosystem, we’re empowering advisors with unprecedented freedom, choice, and control over their futures. Together, we’re not just leading the industry – we’re shaping its trajectory.