A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalFamily Office DailyFamily offices & private capitalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor DailyYou’re reading this edition
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Friday, October 9, 2026The Morning Brief →Sign in
ria

Morris Financial Concepts, Inc.

MOUNT PLEASANT, SC
CRD: 114862
In network coverage since September 16, 2026 · 3 stories
$538MRegulatory AUMSEC Form ADV · Oct 3
10EmployeesForm ADV
2Deals on our tracker
Regulatory AUM · Sep 19 – Oct 3
Deal recordFull tracker →
Sep 15, 26Deal closedApella Wealth · $544M — coverage
Sep 14, 26Deal closedApella Wealth · $544 — coverage
Network coverage
Features

Acquirers now buy staff, not just client assets

The scarce resource in RIA roll-ups has shifted from AUM to the people who keep clients after closing.
The Close · Sep 18Apella's two deals show the RIA buyer's real target: staff, not clients
M&A · Sep 16Apella's 18th deal: the check shrinks, the pace doesn't
Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Wealth Advisor Daily, in your inbox every weekday. Free.