The Atlanta-based RIA has now completed nine acquisitions in 2026, with six of those coming from Commonwealth Financial Network's former advisor base.
Goldman's asset management arm is deepening its options-ETF bet, adding NEOS's $30 billion income lineup a year after buying Innovator's buffer ETFs.
Valley Financial Group joins the fast-growing HTSW model as Hightower pushes toward $50 billion in assets under management this year.
Abry Partners exits after three years as the wealth manager expands family office and tax advisory services.
The founders of Green Sail Capital Partners say record multiples rest on shaky arbitrage – and sellers have a narrowing window to cash in.
The acquisition deepens the mega-RIA and largest non-bank wealth manager's push into ultra-high-net-worth advisory as 2026 consolidation hits record levels.
The New York-based aggregator adds a $550 million boutique firm as it steadily builds out its national affiliate network.
Two RIAs expand their geographic footprints with deals in New York's Capital Region and coastal Alabama.
The mega-RIA with roughly $160 billion in client assets remains firmly in acquisition mode amid rumors of private equity giants vying to scoop it up.
The PE-backed RIA makes its first major move since bringing in a new capital partner, adding a Massachusetts advisory firm alongside a second East Coast RIA
Stearns Financial Group's addition brings 30 advisors and three decades of North Carolina planning experience to the platform.
Two wealth management deals announced this week signal continued M&A momentum, with Sequoia targeting tax planning depth and Simplicity scaling in the Mid-Atlantic.
The practice brings $700 million in client assets and opens a new Northeast office for the California-headquartered firm.
The combinations involving MirrorWeb and AdvisorRankings illustrate how AI is reshaping both wealth firm operations and wealthtech platforms' business models.
The deal marks the independent wealth management firm's first footprint in Alabama, expanding its national RIA acquisition strategy.
Wealth management M&A is on track for its busiest year yet, with serial acquirers and private equity capital pushing deal volume toward 500 transactions in 2026.
Bixby Wealth Solutions, backed by Carlyle's Global Credit business, acquires a stake in the $11 billion AUM firm.
The Omaha-based RIA's second Hanover office deepens its US expansion as industry dealmaking hits a record clip in 2026.
RIA consolidation deals expand firms in Alabama, Maryland.
The deal extends the acquisitive mega-RIA's rapid 2026 expansion as industry consolidation hits record levels nationwide
