Displaying 64 results
Commonwealth swipes $300M planning team from Osaic
Severing a 22-year-old affiliation, the advisory firm with a comprehensive planning focus will serve as an OSJ at the IBD and RIA giant.
Allworth extends California footprint with Del Monte Group deal
The national RIA’s latest acquisition adds another $220M to its roughly $22B wealth enterprise.
Alphacore appoints ex-LPL leader as new COO
The California-based independent is bolstering its leadership as it pursues an M&A strategy to create a national presence.
Kestra adds $400M firm to expand New York presence
The independent wealth giant is getting another foothold in the Empire State with high-net-worth practice led by two dedicated advisors.
Marketing tech titan Yext strikes deal for Hearsay
The $125M transaction will bring the fintech firm’s expertise in regulated and AI-supported communications to a broader complex of industries.
Arax beefs up multi-partner platform with $1.7B high-net-worth RIA
Headquartered in Colorado, the wealth management giant’s new addition is headed by an advisor duo with more than 40 years of collective experience.
The Retirement Planning Group says aloha to Lee Financial Group Hawaii
Cetera’s employee-based RIA’s second acquisition in 2024 brings six new employees and roughly $225M in AUM.
Allworth extends growth push with storied California firm
The $1B practice, founded in 1965, extends the national RIA's footprint to 42 office locations and roughly $22B in client assets.
Beacon Pointe boosts Pacific Northwest presence with $775M RIA
The firm is doubling down on Seattle’s high-net-worth market by welcoming a veteran-led team with a focus on physicians.
Wealth Enhancement Group swipes $658M team from Raymond James
The independent RIA marks the firm’s sixth deal for 2024, and its first incursion into the state of Michigan.
Arete Wealth strikes deal for California-based Portsmouth Financial Services
The leading broker-dealer and RIA is adding over $800M in AUM along with a new San Francisco branch office.
Modern Wealth marks first anniversary with twin acquisitions
The RIA aggregator caps off its first year of strategic growth by snapping up two East Coast firms worth more than $570M in assets combined.
Carson expands East Coast presence with three new locations
The national RIA has fully acquired three new branches in Maryland, Georgia, and Tennesee, all led by a 25-year industry veteran.
Mercer Advisors names principal to lead M&A integration
The RIA giant is redoubling its inorganic growth focus as it elevates Martine Lellis to a newly created leadership role.
Wealth firms’ war for wallet share fuels consolidation, says Cerulli
Report reveals how top firms are taking more assets through M&A as they look to assimilate technology and service offerings.
The RIA M&A trend started off strong in Q1 2024
Devoe & Company research reveals uptick in transactions as succession challenges, quest for talent, and growth ambitions persist.
MAI extends acquisition streak with Harbor Wealth deal
The high-net-worth RIA has added $321M to its network with the addition of a women-owned and operated practice in Colorado.
Where will RIA buying be strongest in the next year?
Inaugural M&A research reveals which wealth firm segment looks sweetest for dealmakers, aggregators, lenders, and consultants.
SEIA eyes expansion with largest-ever acquisition
The independent RIA’s deal for a Cleveland-based firm with $2B in assets would mark its maiden expansion into the American Midwest.
LPL’s Chris Cassidy talks Atria deal, credit unions
'Credit unions are nonprofit institutions, so that creates a collaborative approach,' Cassidy says.
