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The company had 16 wealth management locations in ... (Dallas, Texas) [26] 2015 - Florida Bank ... Iberia Wealth Advisors (IWA) was the trust and asset management ...
The bank added branches in other major Texas markets through the 2000s. In 2003 the bank changed its name to PlainsCapital Bank. [25] In 2009, PlainsCapital acquired First Southwest Company, a Dallas-based public finance advisory firm and investment bank. [26] In 2012 the bank was acquired by Hilltop Holdings. [27]
Avantax closed the acquisition of all the issued and outstanding common stock of 1st Global, a tax-focused wealth management company. 2020 Avantax acquired all of the issued and outstanding common stock of HFKS. 2021 Avantax announced the rebranding of HKFS to Avantax Planning Partners. 2023
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Warwick has an established track record in strategic consolidation in these sectors, having completed more than 4,000 transactions since inception. The firm has ~130 team members and advisors across offices in Oklahoma City, Dallas, New York and London, investing across private equity funds, special purpose vehicles and open-ended structures.
Hightower was co-founded in 2007 by Elliot Weissbluth, Larry Koehler, Daniel Lidawer and Drew Kornreich. The firm was founded for broker-dealer advisors who wanted to move to an independent firm that still received the support of a big firm but without the negative press and conflicts of interest of needing to recommend products that their employer required them to sell.
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