The Minneapolis-based RIA aggregator is adding two North Carolina practices managing nearly $1 billion, pushing its total client assets past $158.2 billion.
Deal brings 10 advisors and deeper family office reach to Austin market.
Deal marks firm's 11th acquisition, pushes AUM above $11 billion as Seascape's Portsmouth team joins the RIA.
Omaha-based RIA expands Northern California footprint with Roseville acquisition amid record annual pace for wealth management M&A.
B Capital and pension giant CalPERS lead a consortium buying the 90-year-old asset manager from TA Associates and Reverence Capital Partners.
Aspen's affiliated RIAs now manage $15 billion after the New York-based platform added Kalamazoo-based CWS Financial Advisors.
The Chicago-based mega-RIA's latest additions, spanning six office locations and over 40 team members, pushes its W-2 platform assets to roughly $35 billion.
North American wealth deal count rises 20% but value drops as big-ticket transactions vanish.
Benchmark sale to Söderberg & Partners tightens wealth focus ahead of $13.5B US deal
RBT CPAs combination lifts assets at UHY's fledgling RIA unit while marking the 15th deal in a broader national buildout.
Deal brings tech-focused planning expertise, expanded Pacific Northwest presence to national RIA platform.
Richard Brothers Financial Advisors joins the fee-only RIA, adding its first Maine office and $240 million in client assets
Cleveland RIA grows to $68 billion in assets as Philadelphia team, deepening its high-net-worth and retirement-plan practice.
Acquisition adds 400 defined benefit plans and 1.5 million participants, pushing Empower deeper into workplace benefits.
Menlo Park firm brings $900m in AUM and specialist expertise serving Apple and Google employees.
Acquisition of the Shufro-Glass Group pushes the national RIA's total client assets above $157 billion.
The Omaha, Nebraska-based RIA's latest acquisition expands its Rocky Mountain footprint after two prior Colorado deals last year.
Bain says companies face a "winner's paradox" as AI transformation collides with complex integrations.
Deal lifts global assets to roughly $523 billion under management.
Wealth management firm has seen an aggressive period of growth in the past year.
