ria
MCS Family Wealth Advisors
CRD: 106327
In network coverage since October 13, 2026 · 4 stories
$163MRegulatory AUMSEC Form ADV · Oct 17
2EmployeesForm ADV
2Deals on our tracker
-2Talent net · 12 months0 in · 2 out
Observed recruiting events · 12 monthsOn the wire →
Net -2 · 0 incoming events · 2 outgoing events
Arrivals
None tracked.
Departures
Michael Stalker
Oct 14 · to Waverly Advisors
MCS Family Wealth Advisors LLC
Oct 14 · to Waverly Advisors
Deal recordFull tracker →
Network coverage
Deals & PE
Apella and Waverly announce RIA acquisitions of $261M and $151M
Four real estate deals closed in the same window and total $407.5 million, just under the $412 million from the two wealth-management transactions.