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Sammons Financial Group

In network coverage since September 11, 2026 · 8 stories

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Wealthcare, Mariner pitch 1099 affiliation to advisors fed up with Form ADV work

Matt Regan and Rob Sandrew said solo advisors are weighing platform support against keeping their own Form ADV registration.

RIA · Oct 21Mariner and Wealthcare pitch giving up Form ADV to join 1099 platforms

RIA · Oct 14Sammons rebrands wealth holding company as Criterion, grouping three RIAs

The Close · Oct 13JPMorgan asset and wealth revenue rises 14% to $6.9 billion; expenses rise 14%

Features · Oct 13Sammons Financial Group launches Criterion, a three-RIA holding company with $27B AUM/A

M&A · Oct 13Sammons launches Criterion, holding company for three RIAs with $27B in AUM/A

practice · Sep 16RIA buyers have more capital than ever; holding period now wins deals

M&A · Sep 11The RIA deal is now a buy-down, not a purchase

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