Optima Capital Management is a national financial advisory firm headquartered in Tempe, AZ. The firm has $116.5 million under management and employs 1.The firm caters to 340 clients of varying types.

Wealth management teams can benefit when an adult child joins mom or pop, but there are challenges, too.

The accounting profession is facing a major setback. There has been a notable drop in students pursuing accounting degrees ...

LPL plans to acquire Commonwealth Financial Network, a wealth management company with $285 billion in assets that relies on Fidelity for clearing and custody.

The $31 billion RIA is getting a new foothold in California as it welcomes an experienced planning team in the San Francisco ...