Geopolitical shocks and market volatility pushed advisor deal decisions off course, denting third-quarter transaction volume by 19 percent.
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
The combination adds two veteran New York City practices with decades-long client relationships to Cerity's fast-growing national platform.
The Wauwatosa-based fiduciary team brings $145 million in client assets to Carson Wealth's Great Lakes platform.
Megadeals are surging in 2026, but small and mid-market transaction volume remains well below historical norms.
From a $1.5 billion California production pledge to possible cable channel sales and a CNN oversight board, the terms of a potential deal are taking shape.
Swedish private equity giant EQT has lobbed an improved offer for Australian asset manager Perpetual, intensifying a months-long pursuit.
The acquisition of $2 billion Gilbert & Cook extends a buying spree for the ultra-high-net-worth firm that has already touched six states this year.
South Carolina and Bay Area advisory teams join the WPCG-backed national platform as RIA dealmaking hits new highs.
The deal deepens the Kansas-based RIA giant's push into institutional consulting after a year of acquisitions spanning insurance, retirement and cross-border wealth work.
The independent wealth firm's latest move in Massachusetts a dedicated non-advisory platform for ultra-wealthy families as RIA family office spinoffs keep multiplying.
Savant Wealth Management's tax subsidiary is taking a new name and two new partners as the RIA continues layering accounting services onto its wealth platform.
Elios Financial Group joins Carson Wealth as the Omaha RIA adds to a record year of industry dealmaking.
DFO Management is in advanced talks to acquire the Tampa-based insurance brokerage at a premium to its current market value.
Meanwhile, &Partners draws another Commonwealth practice, and Wealthcare welcomes a $550 million planning practice in the Northeast.
It’s a ruthless competition for advisors right now, with buyers promising top dollar to advisors willing to sell.
OnePoint BFG has added a $400 million team from Northwestern Mutual while Modern Wealth scooped a veteran-led team overseeing nearly $710 million in assets.
The deal gives Envestnet institutional-grade trading and tax technology alongside Vestmark's advisory client base
Boston Hill Advisors joins Hightower's national platform as the mega-RIA's latest Massachusetts move drives HTSW closer to its $50 billion target for 2026.
