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Est. 2026The front page of wealth managementNew York

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FP Why timing Roth IRA conversions matters for surviving spousesFP Regulatory traps that can send that next RIA M&A deal sidewaysIN Advisor moves: Atlas tops $1B as Wells Fargo, UBS add bank veteransWM RIA Edge: Industry Faces Advisor Shortfall as $124T Wealth Transfer LoomsIN Advisors tackle Microsoft outage: Planning, flexibility, and smart workaroundsIN IRS lifts 2027 401(k) limit to $25,500, holds IRA cap at $7,500IN Advisor mom’s son used her password to log into clients’ accounts, sell deal with conflicts, according to Washington stateIN Osaic in talks with Anthropic as AI reshapes advisor workforceWM Wall Street Regulator FINRA Moves to Give Industry Bigger RoleWM Dealmakers Debate Pros, Cons of Buying an RIA or Recruiting Advisors

David Grau Sr.

President and Founder at FP Transitions

At a glance

Our coverage identifies David Grau Sr. as President and Founder at FP Transitions (our reporting, November 14, 2026). One story in our coverage names them so far.

Firm
FP Transitions
Role
President and Founder
In our coverage
1 story

In the news

  1. FP Transitions adds valuation score for advisory firm ownersFinancial ADVSR

How this page is built

Every line on this page comes from a story that names David Grau Sr.: our own reporting or a news item on our wire, each linked above. Titles, firms, team names and asset figures are shown as those stories reported them on the date shown, and assets are the team’s as reported, not verified figures. We don’t add ages, photos, credentials or anything a cited story doesn’t say. Profiles with fewer than 2 stories aren’t listed in search engines until more coverage builds. This is news coverage, not an endorsement or a recommendation of any advisor.

Last updated November 14, 2026. All people in our coverage →