RIA M&A Archives - InvestmentNews

The national independent’s growth continues in the Lone Star State with a $254M RIA led by an experienced advisor duo.

The fast-growing RIA boosts its assets in the state past $1B as it welcomes a 23-year planning and investment veteran as its new regional director.

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.

The national RIA’s latest acquisition adds another $220M to its roughly $22B wealth enterprise.

With locations in New Jersey and Florida, the fee-only firm takes a science-backed approach to create personalized portfolios for clients.

Headquartered in Colorado, the wealth management giant’s new addition is headed by an advisor duo with more than 40 years of collective experience.

Cetera’s employee-based RIA’s second acquisition in 2024 brings six new employees and roughly $225M in AUM.

The independent RIA marks the firm’s sixth deal for 2024, and its first incursion into the state of Michigan.

The deal gives the growth-focused RIA’s 20th location in the US, and its 14th transaction since receiving a significant equity investment.

The RIA giant is redoubling its inorganic growth focus as it elevates Martine Lellis to a newly created leadership role.

Devoe & Company research reveals uptick in transactions as succession challenges, quest for talent, and growth ambitions persist.

'What’s missing in most cases of deals is that firms aren’t integrating the RIAs they are buying,' Mark Tibergien says.

RIA M&A