Also, New York-based Legacy Edge Advisors names its first-ever CEO, while Novare Capital Management hires a Vanguard veteran with a multigenerational planning focus.
RIAs weigh their options as Schwab tries courting Altruist users following Vanguard's blockbuster deal.
The Minneapolis-based consolidator's addition of a $345 million Anchorage RIA comes as small sellers navigate a volatile 2026 deal market.
Colorado-based RIA Summit Wealth Group acquires Portland's Financial Investment Team, expanding to 12 offices in six states.
The fee-only RIA's ninth deal of the year builds on record 2026 M&A activity and a minority staking investment from Hamilton Lane.
The Lynnfield RIA enters the Midwest a second time, adding a specialist Milwaukee equity team to its investing platform.
Two of the country's most active acquirers close new transactions, underscoring the relentless pace of RIA consolidation in 2026.
Gelfand, Rennert & Feldman brings on entertainment-focused Danyliw & Mann and BDM Royalty Management in its first cross-border deal
The family-owned RIA backed by Joe Duran adds eight CPAs and 800 clients, and hires a former Fidelity trust executive to build estate services.
Minneapolis-based mega-RIA adds a $376 million hybrid RIA from Raymond James as its own $7 billion sale process reportedly plays out in the background.
Atlanta-based RIA taps former LPL executive John Rajes to unify systems as the firm looks to build on its 61-acquisition growth record.
Data orchestration firm Dispatch will manage client records across custodians as Hightower Signature Wealth scales past $35 billion in assets under management
The $80B Cleveland RIA taps the former KeyBank and Bank of America executive to drive firmwide operational strategy and lead its women and wealth initiative.
Crown Legacy Wealth joins the fast-growing hybrid RIA as advisor recruitment intensifies across the wirehouse channel.
Q2 data shows advisors piling into AI and semiconductor funds, while ISS finds model portfolios now drive over a third of ETF assets.
The Arkansas-based RIA's new in-house unit targets wealth transfer, business succession and tax strategy for high-net-worth families
Chris Davitt and Anupam Singh bring institutional recruiting muscle to a firm built for advisors chasing equity and independence.
Deal count fell 9% in the first half of 2026, but RIA M&A sale assets jumped 88% as larger firms draw more buyers.
Meanwhile, an advisor tuck-in from Edward Jones expands Kestra's Washington, D.C.-area presence, and Janney deepens its Connecticut footprint with an experienced Wells Fargo advisor.
KFN Succession Center pairs advisors weighing retirement with buyers, as next-gen affordability keeps eroding industry-wide.
