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In the News

Merrill Loses $1.2B AUM Firm to Dynasty

Posted by Cathy Nichols

March 3, 2021
By Asia Martin

Blue Bell, Penn. has a new registered investment advisor in town. Dynasty Financial Partners announced Tuesday it helped a former Merrill Lynch team that managed $1.2 billion in client assets, and generated $6.1 million in revenue, launch Amplius Wealth Advisors.

Amplius is led by father and son Samuel and Matthew Liebman and Aaron Marks. Samuel Liebman will serve as chairman while Matthew will be the firm’s chief executive officer, and Marks will function as chief strategy officer. All three will continue to advise clients. Patrick Swift also joins Amplius from Merrill as vice president of wealth planning.

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About Cathy Nichols

Senior Consultant – Extensive industry knowledge and a unique ability to listen and respond like a fiduciary is what advisors connect with – and appreciate – and have allowed Cathy to build relationships based on trust, personal connection and growth. Learn more...

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