Wealth management firm has seen an aggressive period of growth in the past year.
Plus, New York-based Maridea snaps up a women-led practice to debut in the Sunshine State, while Halbert Hargrove in California hails an AUM milestone alongside an aging-care fintech partnership.
Smithfield Trust marks the Birmingham RIA's first dedicated trust company acquisition, pushing total assets well past $35 billion.
Overland Park-based RIA agrees to acquire MarkhamNorton, deepening its Southwest Florida footprint.
The fee-only integrator is adding $311.6 million in assets and specialized planning expertise to its presence in the Sunshine State.
Dynasty Financial Partners is formalizing its consulting arm as it moves to acquire a 46-year-old branding and marketing firm to serve independent RIAs.
Utah RIA with $3.3B in AUM teams with WPCG and HGGC's Aspire Holdings platform in deal expected to close this month.
Cerulli research shows advisor retirements and breakaway movement fueling record M&A demand across the wealth management industry.
Cross-border deals draw growing interest as executives seek growth beyond domestic headwinds.
RIA dealmaking holds its pace in mid-2026 as two firms announce moves targeting first responders and West Coast growth
Meanwhile, Carlyle-backed MAI Capital announces another expansion in Connecticut, while AlphaCore adds a seven-person group overseeing nearly a billion dollars in Colorado.
One upbeat line in a proxy filing was all it took.
The deal creates one of the largest independent RIA footprints in the Philadelphia metro region, with more than $30 billion in combined client assets.
The agreement marks the end of a four-decade sub-advisory partnership while giving Wellington a scaled distribution platform for financial advisors.
Arax and Waverly also staged their own East Coast expansions by acquiring a family-owned practice and a Maryland-based wealth firm.
The deal marks Ground Control's second UK transaction in under two years as US wealth platforms race to stake out overseas territory.
The Cleveland-based wealth manager adds veteran-founded Service Academy Capital Management to Evoke, its UHNW division.
Greg Abel's first major deal signals that Berkshire's acquisition machine is back – and housing is the opening move.
The Carmel, Indiana RIA grew nearly 150% in assets since severing ties with its first backer following a FINRA dispute.
The bank's outspoken CEO says it's scanning for deal targets even as geopolitical risks and elevated asset prices cloud the outlook.
