The private equity giant will support the advisor tech marketing firm in boosting its AI capabilities and scaling its enterprise relationships.
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.
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.
Osaic's expanded partnership with the Arizona-based firm advances its broader strategy to offer succession-focused planning solutions to retiring advisors.
Latest deal further expands the RIA acquirer’s footprint in Texas.
The quartet of deals across New York, Florida, Ohio, and New Mexico reinforces the fast-growing integrator's leading position in the independent space.
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.
Maridea Wealth Management's deal in Chicago, Illinois is its first after securing a strategic investment in April.
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.
Latest mergers and acquisitions reflect continued rise of industry dealmaking.
NorthRock Partners' second deal of 2025 expands its Bay Area presence with a planning practice for tech professionals, entrepreneurs, and business owners.
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.
Plus, a $400 million Commonwealth team departs to launch an independent family-run RIA in the East Bay area.
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.
Consolidation continues in US wealth management industry.
Tech company democratizes access to US trading infrastructure.
Modern Wealth's latest deal for a California-based fee-only RIA marks its fourth acquisition of 2025.
The deals, which include its first stake in Ohio, push the national women-led firm up to $47 billion in assets.
The Dynasty Financial partner firm's latest deal in Connecticut adds roughly $600 million in client assets.
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.
