Brighton Jones Launches Atlanta Office
Brighton Jones, a Seattle-based registered investment advisor with $26 billion in client assets, has opened its first Atlanta office with the addition of Andrew Foray as lead advisor.
Foray joins the RIA from SignatureFD, where he was a financial planner. He had also worked as an advisor for Vanguard.
His focus areas include value-based financial decision-making, optimizing cash flow and tax strategies, and incorporating philanthropy and legacy into planning.
According to Chief Growth Officer Mark Jones, Atlanta will be Brighton Jones’ fourth new office in 2025, bringing its footprint to 22 cities in the U.S.
“Atlanta is a vibrant, rapidly expanding market that reflects the evolving financial needs of Americans today,” he said in a statement.
Integrated Partners Bolster Home-Base of Boston With $370M RIA
Integrated Partners, a Boston-based RIA and office of supervisory jurisdiction of LPL Financial, announced its fourth addition of the year with Corey Wealth Partners, another Boston advisory team led by founder and managing partner Jeff Corey.
Corey Wealth will add $370 million in client assets to Integrated’s advisor network, which oversees about $21 billion in client assets. Corey Wealth, which is focused on high-net-worth and ultra-high-net-worth clients, will join Integrated’s Form ADV, but keep its name. Corey had previously been with Claro Advisors, a Boston-based RIA.
Partner Lincoln Hurney will join Corey in the move, along with four other operations, client, and relationship managers.
The firm was drawn to Integrated’s CPA Alliance Program, which will add to an existing relationship Corey Wealth has with its own CPA partner, according to the announcement.
Integrated has added about $2 billion in assets in 2025, including its most recent addition of Albritton Financial Services in April.
Carson Group Fully Integrates Florida-based Advisory
Carson Group, an Omaha, Neb.-based RIA with $42 billion in AUM, has fully acquired SRQ Wealth, a partner firm based in Sarasota, Fla.
SRQ became a Carson Partner in 2019 and has grown to $365 million in client assets. Managing Partner and Senior Wealth Advisor Steve Martin will still lead the practice along with partners Karin Grablin and Justin Salemy, along with four support staff. The firm will keep its name.
The move boosts Carson’s wholly owned advisories to 25 and gives SRQ access to more resources, tools, and the firm’s support network.
“Steve and his team were looking to solve for succession and business continuity of the strong practice they’ve built, and by enhancing our partnership, SRQ Wealth will be able to grow faster and level up without skipping a beat,” Carson CEO Burt White said in a statement.
Carson has more than 150 partner offices along with its wholly-owned firms.
Arbor Financial Services Taps Wealth Manager from Advisors Capital
Arbor Financial, a Melbourne, Fla.-based RIA with $113 million in client assets, has opened the first of five offices it plans to have on Florida’s east coast with the hire of wealth manager Michael Knight.
Knight joins from Advisors Capital Management of Ridgewood, N.J., where he was part of a team managing $600 million in assets of high-net-worth clients. He specializes in portfolio management, tax-efficient strategies, estate planning and financial guidance.
Knight will be based in Fort Lauderdale, with Arbor Financial planning to add four more locations on Florida’s east coast over the next three years.