Mergers & Acquisitions

Displaying 62 results
GTCR to acquire FMG Suite, expanding its wealth tech portfolio
FINTECH JUL 29, 2025
GTCR to acquire FMG Suite, expanding its wealth tech portfolio

The private equity giant will support the advisor tech marketing firm in boosting its AI capabilities and scaling its enterprise relationships.

By Leo Almazora
$29B Lido Advisors expands in Utah with Olympus Wealth Management
RIA NEWS JUL 29, 2025
$29B Lido Advisors expands in Utah with Olympus Wealth Management

The privately backed RIA's newest partner firm brings $850 million in assets while giving it a new foothold in the Salt Lake City region.

By Leo Almazora
Alaris Acquisitions CEO: AI-driven staff reductions could boost RIA valuations
MERGERS & ACQUISITIONS JUL 28, 2025
Alaris Acquisitions CEO: AI-driven staff reductions could boost RIA valuations

CEO Allen Darby sees a coming shift in M&A dynamics as AI eliminates clerical roles at RIAs, leaving buyers and sellers to negotiate who benefits from the added margin.

By Andrew Cohen
RIA moves: Osaic takes majority stake in $700M Innovative Wealth, NewEdge makes dealmaking debut in Nebraska
RIA NEWS JUL 23, 2025
RIA moves: Osaic takes majority stake in $700M Innovative Wealth, NewEdge makes dealmaking debut in Nebraska

Osaic's expanded partnership with the Arizona-based firm advances its broader strategy to offer succession-focused planning solutions to retiring advisors.

By Leo Almazora
Bluespring acquires $364M Kestra affiliate to combine with two existing firms
RIA NEWS JUL 22, 2025
Bluespring acquires $364M Kestra affiliate to combine with two existing firms

Latest deal further expands the RIA acquirer’s footprint in Texas.

By Steve Randall
Summit Financial adds four RIAs, nets $1.2B in new assets
RIA NEWS JUL 21, 2025
Summit Financial adds four RIAs, nets $1.2B in new assets

The quartet of deals across New York, Florida, Ohio, and New Mexico reinforces the fast-growing integrator's leading position in the independent space.

By Leo Almazora
RIA M&A activity surges to second-quarter record
RIA NEWS JUL 21, 2025
RIA M&A activity surges to second-quarter record

With 102 transactions logged in the three-month period up to June, Echelon Partners is projecting a new banner year for dealmaking across the industry.

By Leo Almazora
Brooklyn-based Maridea snaps up former LPL affiliate to expand in the Midwest
RIA NEWS JUL 17, 2025
Brooklyn-based Maridea snaps up former LPL affiliate to expand in the Midwest

Maridea Wealth Management's deal in Chicago, Illinois is its first after securing a strategic investment in April.

By Leo Almazora
DeVoe: Record-breaking RIA M&A run led by private equity's consolidator comeback
RIA NEWS JUL 17, 2025
DeVoe: Record-breaking RIA M&A run led by private equity's consolidator comeback

A drop in interest rates and easier access to capital has reignited appetite among private equity-backed consolidators, who accounted for 53% of RIA deals so far this year- their highest share since 2021 according to DeVoe & Company.

By Andrew Cohen
M&A roundup: Creative Planning, Bluespring, Atlas announce activity this week
RIA NEWS JUL 15, 2025
M&A roundup: Creative Planning, Bluespring, Atlas announce activity this week

Latest mergers and acquisitions reflect continued rise of industry dealmaking.

By Steve Randall
RIA moves: NorthRock adds $800M Parkside Advisors, NFP acquires Levine Group in Tennessee
RIA NEWS JUL 15, 2025
RIA moves: NorthRock adds $800M Parkside Advisors, NFP acquires Levine Group in Tennessee

NorthRock Partners' second deal of 2025 expands its Bay Area presence with a planning practice for tech professionals, entrepreneurs, and business owners.

By Leo Almazora
Hightower taps Osaic alum Scott Hadley as first chief advisory officer, expands C-suite
RIA NEWS JUL 15, 2025
Hightower taps Osaic alum Scott Hadley as first chief advisory officer, expands C-suite

Hadley, whose time at Goldman included working with newly appointed CEO Larry Restieri, will lead the firm's efforts at advisor engagement, growth initiatives, and practice management support.

By Leo Almazora
RIA moves: True North adds $353M California RIA as SageView grows North Carolina presence
INDEPENDENT BROKER DEALERS JUL 14, 2025
RIA moves: True North adds $353M California RIA as SageView grows North Carolina presence

Plus, a $400 million Commonwealth team departs to launch an independent family-run RIA in the East Bay area.

By Leo Almazora
Credent Wealth Management debuts in Detroit with TFG Advisors deal
RIA NEWS JUL 11, 2025
Credent Wealth Management debuts in Detroit with TFG Advisors deal

The $420 million RIA in Auburn Hills and Ann Arbor gives Credent its second and third Michigan locations while pushing it closer to $4 billion in AUM.

By Leo Almazora
RIA moves: The Mather Group, Brand Asset Management announce deals
RIA NEWS JUL 11, 2025
RIA moves: The Mather Group, Brand Asset Management announce deals

Consolidation continues in US wealth management industry.

By Steve Randall
US broker-dealer fintech aims for global footprint as it acquires international firm
FINTECH JUL 10, 2025
US broker-dealer fintech aims for global footprint as it acquires international firm

Tech company democratizes access to US trading infrastructure.

By Steve Randall
RIA moves: Modern Wealth tops $8.5B AUM as Aspen expands in Connecticut
RIA NEWS JUL 09, 2025
RIA moves: Modern Wealth tops $8.5B AUM as Aspen expands in Connecticut

Modern Wealth's latest deal for a California-based fee-only RIA marks its fourth acquisition of 2025.

By Leo Almazora
Beacon Pointe adds six RIAs in two-month acquisition spree, boosting AUM by $2.7B
RIA NEWS JUL 08, 2025
Beacon Pointe adds six RIAs in two-month acquisition spree, boosting AUM by $2.7B

The deals, which include its first stake in Ohio, push the national women-led firm up to $47 billion in assets.

By Leo Almazora
RIA moves: RWA Wealth Partners strengthens leadership as $8B Procyon widens Northeast footprint
RIA NEWS JUL 08, 2025
RIA moves: RWA Wealth Partners strengthens leadership as $8B Procyon widens Northeast footprint

The Dynasty Financial partner firm's latest deal in Connecticut adds roughly $600 million in client assets.

By Leo Almazora
$20B Merit looks to next phase as Constellation takes minority stake
RIA NEWS JUL 07, 2025
$20B Merit looks to next phase as Constellation takes minority stake

The Atlanta, Georgia-based national wealth firm revealed its new PE partner as prior backers Wealth Partners Capital Group and HGGC's Aspire Holdings exited their investments.

By Leo Almazora