Mergers & Acquisitions

Displaying 326 results
RIA moves: Carson Group marks deal milestone as Simon Quick continues slow-growth strategy
MERGERS & ACQUISITIONS MAY 28, 2025
RIA moves: Carson Group marks deal milestone as Simon Quick continues slow-growth strategy

Carson has fully acquired another firm in Florida, while Simon Quick Advisors finds its third perfect-fit partner in a Las Vegas-based boutique.

By Leo Almazora
RIA wrap: The Mather Group enhances Bay Area presence as Prosperity Capital bolsters C-suite
RIA NEWS MAY 23, 2025
RIA wrap: The Mather Group enhances Bay Area presence as Prosperity Capital bolsters C-suite

TMG adds to its $14 billion in AUM and AUA with a new California partnership while Cleveland-based Prosperity welcomes two veterans to its leadership.

By Leo Almazora
Summit Financial takes stake in Alabama-based RIA Parsons Broach
RIA NEWS MAY 22, 2025
Summit Financial takes stake in Alabama-based RIA Parsons Broach

Stan Gregor's acquisitive RIA firm expanded its reach in the South as a veteran advisor duo parted ways with Raymond James.

By Leo Almazora
Focus continues executive shakeup with new CTO
MERGERS & ACQUISITIONS MAY 22, 2025
Focus continues executive shakeup with new CTO

The new technology leader at Focus Financial Partners, Mark Israel, comes with 30 years' experience including a notable stint at Fisher Investments.

By Leo Almazora
RIA beat: $156B Hightower stakes Smith Anglin as Steward Partners acquires Moore's Wealth Management
RIA NEWS MAY 21, 2025
RIA beat: $156B Hightower stakes Smith Anglin as Steward Partners acquires Moore's Wealth Management

Meanwhile, former Bison Wealth-affiliated firm QTR is spreading its wings as a fully independent RIA in Florida.

By Leo Almazora
Avantax, Cary Street Partners reveal latest acquisitions
INDEPENDENT BROKER DEALERS MAY 16, 2025
Avantax, Cary Street Partners reveal latest acquisitions

The tax-focused community within Cetera deepens an existing partnership as CSP grows to $10.7 billion in AUM with a new Florida location.

By Leo Almazora