The deal adds $221 billion in AUM and bolsters Marsh's alternatives and model portfolio capabilities for advisors.
Wealthspire’s Ground Control is also expanding in London, adding a business manager focused on music and global touring.
The RIA aggregator adds a New York and Los Angeles firm serving film and TV talent as it deepens its business management bench
The breakaway-focused minority investor has staked 15 RIAs since 2024 as private sponsors increasingly trade stakes
Osaic subsidiary continues to forge new routes to US high-net-worth and ultra-high-net-worth people.
San Diego advisory team brings private bank expertise and $225M in assets as the firm targets technology professionals nationwide.
Independent RIA Concurrent adds over $1B across six moves, while OnePoint BFG opens West Palm Beach with a $240M team.
The mega-RIA keeps absorbing independent fiduciary firms as Cerulli data shows the fee-only segment losing asset share.
Mercer adds specialized equity compensation tech and Big Four tax talent as UHNW demand for integrated tax planning intensifies.
Fee-only RIA welcomes a 50-year-old Southern California firm as its agentic AI platform, becomes part of the pitch to selling advisors.
Bluespring, Robertson Stephens, Cetera and Aprio each close acquisitions as independent advisory firms weigh their next chapter.
The $71 billion firm’s latest tuck-in lands as middle-market sellers face rising buyer selectivity and steeper equity demands.
The four-partner Georgia RIA joins the integrated Carson Wealth channel, deepening the $66 billion mega-RIA's Atlanta M&A footprint.
The $9 billion practice’s move into Hightower’s W-2 channel continues a string of internal conversions in a record-pace year for RIA M&A.
The J.C. Flowers-backed investor’s latest RIA deal adds five next-gen leaders to the Massachusetts firm’s ownership ranks.
Pacific Sage Partners brings eight staff and deep client relationships to CAPTRUST's expanding Washington presence.
Echelon Partners counted 125 wealth management deals in Q3 2026, with the quarter's biggest deal targets by assets selling minority stakes rather than getting swallowed.
Also, CAPTRUST adds a $300 million planning team from Sanctuary in its home market of Raleigh, and Sequoia Financial Group buys a Boulder family office.
Meanwhile, Wealthspire's Ground Control business picks up a $1B private wealth firm in London, and Modern Wealth deepens its presence in California.
FINTRX data shows 342 company transactions in the quarter, with wealth management consolidation driving nearly one in seven deals.
