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Author: Kate Rambo Public Relations

NorthRock Partners Expands Across the Midwest with Addition of Vantage Financial Partners, Surpassing $12 Billion in Assets Under Management

May 1, 2026
Moneta Strengthens Advisor Growth Strategy with Strategic Marketing Hires

May 1, 2026
Wealthcare achieves milestone 32% AUM growth in 2025

January 23, 2026
Moneta adds three more advisors to ownership with promotions to Partner

January 13, 2026