Financial-planning

Advisory M&A News – 7/29/2026

Pearce Financial Adds $143M to Osaic  Pearce Financial joined Osaic Inc. from Integrity Alliance LLC, bringing $143 million in client assets.   The Omaha, Nebraska-based, multigenerational family business is led by Advisers Kevin Pearce and Trent Pearce, a father-and-son team, alongside Planning Assistants Julie Pearce and Kara

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