CityWire’s “Cary Street Partners Grows Florida Presence with $360M Buy”
Cary Street Partners expands its Florida footprint by acquiring Sarasota’s IFS Advisors, which manages approximately $360 million in client assets and brings the firm’s total office count to 20 nationwide. “I knew this was the right move to ensure our …
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Cary Street Partners Accelerates Growth with the Addition of IFS Advisors, Inc.
SARASOTA, Fla. – (BUSINESS WIRE) – Cary Street Partners announced it has acquired IFS Advisors, Inc., a respected wealth management firm based in Sarasota, Florida, led by seasoned financial advisor Daniel J. Wolff. The move continues a string of recent …
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Asset TV Features Joseph Schmuckler in Latest ”Meet the RIA: Cary Street Partners”
Cary Street Partners Chief Executive Officer Joseph Schmuckler joins Asset TV to share the firm’s history, its strategic vision, and the evolving landscape of the wealth management space. “We’ve invested aggressively in our platform, our technology, and our services platform …
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Cary Street Partners Announces Strategic Investment to Propel Growth
Cary Street Partners has entered a new partnership with private equity-backed CIVC Partners to help accelerate growth and enhance the services offered. This investment supports Cary Street Partners’ continued commitment to delivering personalized, independent financial advice while expanding resources for …
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Cary Street Partners Recognized as One of USA Today’s Top Financial Advisory Firms for 2025
For a third consecutive year, USA Today and Statista have named Cary Street Partners among the top 500 financial advisory firms in the country for 2025. The ranking is based on growth in assets under management (AUM) over both the …
CityWire’s “Why PE Shop CIVC Partners Spent 10 Years Looking for an RIA Deal”
CIVC Partners spent a decade searching for the right RIA, ultimately emphasizing the importance of cultural fit, strategic alignment, and long-term potential in the wealth management space. “Rarely do you see, at least from our experience, an RIA of this …
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Cary Street Partners Takes On New Strategic Partner
Cary Street Partners Financial (“CSP”) and CIVC Partners (“CIVC”) today announced a strategic partnership, led by a significant investment by CIVC. This recapitalization of long-standing outside investors provides additional capital to fuel both organic expansion and strategic acquisitions, positioning Cary …
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Cary Street Partners Expands into Fort Worth, TX with Acquisition of Keene & Dorchak
FORT WORTH, Texas — BUSINESS WIRE) — Cary Street Partners (CSP) is pleased to announce the acquisition of Keene & Dorchak, a highly respected wealth management firm based in Fort Worth, Texas. This strategic move further strengthens CSP’s presence in …
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Congratulations to CSP Recent Promotions
March 2025 We are elated to share the recent promotions of several esteemed team members. Their impactful contributions to Cary Street Partners have been invaluable. Please join us as we celebrate their accomplishments and wish them all the best as …
Matthew Rubin Featured in The Wall Street Transcript Interview: Revisiting Diversification: Building a Stable and Resilient Portfolio
Cary Street Partners’ Chief Investment Officer, Matt Rubin, is featured in The Wall Street Transcript, which focuses on in-depth interviews for investors. …