In a significant move in the financial advisory sector, RIA Kingsview Partners has successfully acquired two brokers from Edward Jones based in Ohio, collectively managing approximately $335 million in client assets. This acquisition is part of Kingsview’s broader strategy to expand its footprint in the financial advisory market. ‘These advisors bring substantial expertise and a proven track record of success,’ said Kingsview co-founder and CEO, Bill McNulty. This acquisition marks a key milestone for Kingsview as they continue to grow and diversify their offerings in financial services. The two advisors, who chose to remain anonymous during the announcement, expressed their excitement about joining Kingsview, citing the firm’s innovative approach and strong support for advisors, which will enhance their ability to serve clients effectively. With the two new additions, Kingsview is positioning itself as a formidable player in the industry, aiming to attract more top talent from other firms in the coming months.
