The PE-backed RIA makes its first major move since bringing in a new capital partner, adding a Massachusetts advisory firm alongside a second East Coast RIA
Stearns Financial Group's addition brings 30 advisors and three decades of North Carolina planning experience to the platform.
Two wealth management deals announced this week signal continued M&A momentum, with Sequoia targeting tax planning depth and Simplicity scaling in the Mid-Atlantic.
The practice brings $700 million in client assets and opens a new Northeast office for the California-headquartered firm.
The combinations involving MirrorWeb and AdvisorRankings illustrate how AI is reshaping both wealth firm operations and wealthtech platforms' business models.
The deal marks the independent wealth management firm's first footprint in Alabama, expanding its national RIA acquisition strategy.
Wealth management M&A is on track for its busiest year yet, with serial acquirers and private equity capital pushing deal volume toward 500 transactions in 2026.
Bixby Wealth Solutions, backed by Carlyle's Global Credit business, acquires a stake in the $11 billion AUM firm.
The Omaha-based RIA's second Hanover office deepens its US expansion as industry dealmaking hits a record clip in 2026.
RIA consolidation deals expand firms in Alabama, Maryland.
The deal extends the acquisitive mega-RIA's rapid 2026 expansion as industry consolidation hits record levels nationwide
ESG-focused Longwave Financial, approaching $1B AUM, acquired Seattle-based MG Financial and hired a client services manager from an LPL-affiliated firm.
Carlyle and Bain Capital are said to be the final bidders for Wealth Enhancement Group as PE appetite for independent wealth managers intensifies.
The fast-growing RIA aggregator adds Transcend Capital Advisors, a multi-state firm with more than 1,000 client relationships.
Building on its Personal Office platform, NorthRock Partners' latest transaction brings more than $200 million in assets under management and five employees to the growing RIA.
Berkshire Global Advisors reports reveals scaled buyers and steady tuck-ins push 2026 dealmaking to new highs.
Volume is rising and value is falling, but buyers want growth, not just assets.
Deal adds investment platform implementation expertise as F2 builds out North American reach.
The Kansas-based RIA giant's latest purchase extends a run of specialized acquisitions that has defined its growth strategy through 2026.
Deal adds a $299 million tax-and-wealth practice as the RIA aggregator advances acquisition strategy around integrated financial and tax planning.
