Meanwhile, Rossby Financial's leadership buildout rolls on with a new COO appointment as Balefire Wealth welcomes a distinguished retirement specialist to its national network.
The top-ranked RIA by total AUM continues to scale its wealth management arm, bringing its Pennsylvania presence to five offices.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
The $222 billion mega-RIA's acquisition of Capital Advisors is the latest deal in its dual-track expansion strategy chasing domestic depth and international scale.
Los Angeles firm adds 35 years of expertise serving real estate, entertainment and wealthy clients.
The back-to-back M&A deals underscore surging demand – and a growing dilemma – for mid-market advisory practices across the US.
Meanwhile, Wealth Enhancement and Savant Wealth Management have each extended their footprints in Oregon, with Savant's move marking a first-time partnership in the state.
Firms add $768M in combined assets as consolidation wave continues across advisory space.
Elsewhere, a multigenerational team overseeing $650 million strengthens Apollon's Midwest presence, and Merit plants another stake in the Pacific Northwest.
Martine Lellis tells InvestmentNews that the deal reflects the competitive deal market and the $98B RIA’s advisor continuity strategy.
PE-linked deals accounted for nearly three-quarters of all activity, while US firms accelerated their international push into European and Australian markets.
Meanwhile, Waverly has entered Louisiana with a new $3.1 billion partner, and Carson absorbs a decade-long coaching partner in Green Bay, Wisconsin.
Meanwhile, Advisory Services Network is entering two new states with its latest partner RIAs, and Florida-based Rossby Financial is bringing a compliance veteran to its platform.
Wealth firms ramp up M&A push with dual acquisitions targeting growth and scale.
The mega-RIA is acquiring one of its flagship affiliated practices, which has grown from $600 million to nearly $10 billion in assets since joining from Morgan Stanley in 2015.
Two RIAs expand in the Mountain West as M&A, advisor succession and scale remain top priorities.
The Oregon-domiciled RIA brings $11 billion in assets to Fiducient's growing institutional platform, marking the second acquisition by Wealthspire's advisory unit this month.
The number of sub-$2 billion RIAs getting minority capital nearly tripled in 2025, a trend that has already accelerated in the first quarter of 2026.
Meanwhile, Wealth Enhancement expands its Dallas footprint with a $268 million RIA, and Integrated Partners launches a virtual family office practice targeting ultra-high-net-worth clients.
“This advances Corient’s plans to become one of the world’s leading wealth managers and multi-family offices,” said Kurt MacAlpine, Corient CEO.
