Top 100 firm Carr, Riggs & Ingram, LLC has acquired the wealth management firm Level Four Advisory Services.
“We have evaluated many wealth management firms, and Level Four is the perfect fit with CRI due to its national market that supports our growth and emphasis on technological solutions designed to drive efficiencies for both advisors and clients,” CRI’s managing partner and chairman said in a statement “Additionally, our firms are aligned in our growth-oriented cultures and focus on value-added client service.”
Level Four provides asset management, retirement planning, individual financial advisory services, and business/corporate advisory services. The Plano, Texas-based firm will operate as a division of Carr, Riggs & Ingram, creating a synergistic relationship designed to deliver holistic advice and services to both CRI and Level Four clients.
Level Four manages more than $1 billion in assets with a current team totaling more than 80 investment advisors throughout the US.
“As a part of CRI, Level Four is uniquely positioned to provide increased efficiencies and client satisfaction by combining and leveraging our resources with a Top 25 CPA firm,” Jake Tomes, Level Four’s chief executive officer, said in a statement. “We look forward to further success under the CRI umbrella as we continue our aggressive national expansion plans.”
CRI’s core industry specializations include construction companies, governmental entities, financial institutions, healthcare entities, insurance companies, not-for-profit organizations, manufacturing companies, and distribution companies. The firm also offers specialized services including forensic accounting, IT consulting, litigation support, SEC compliance, service organization control reports, transaction advisory services, and now wealth management through Level Four.
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