Merrill and Wells Fargo Advisors also made additions to expand their presence in Florida and Michigan.
Higher borrowing costs may hit mega-RIAs hardest as buyers could lean on rollover equity, says M&A lawyer Michael Gray.
The AI-native RIA is pitching 90-second client onboarding to independent firms weeks after landing $100 million Series C.
The Dynasty-backed Houston RIA has folded an accounting acquisition and a Southern California team into an MFO practice with national ambitions.
Compass Advisors and Long Island Wealth Management join the more-than-$1 trillion RIA as its dedicated M&A team keeps up a steady 2026 pace.
The $572B multi-family office gains a foothold in a leading international wealth hub as its global dealmaking streak rolls on
Cornerstone Advisors and Clear Pointe Wealth Management mark an unusual double-team addition for LPL as recruiting run extends in Utah.
New C-suite hire lands days after a $1.65 billion loan refinancing, as the $111 billion mega-RIA continues to build out its executive bench
The Osaic-acquired broker-dealer failed to catch reps steering 295 clients into costly early UIT sales, regulator finds.
The Torrance, Califronia-based RIA names John McConnell CFO and promotes Erin Voisin as it builds out leadership after a run of acquisitions.
