Consolidators handled 53% of deals through September as smaller sellers stalled amid market volatility, DeVoe & Company finds.
Serial acquirers add a 35-year-old Oregon wealth manager and a New York practice focused on women navigating life transitions.
Also, Summit Wealth Group nabs a Commonwealth advisor in Tennessee, Oxford Financial adds two managing directors, and Verdence draws an ultra-high-net-worth advisor from Fidelity.
Merit's 10th Commonwealth addition deepens its Western New York reach, while another Hightower partner joins its Signature Wealth platform in Michigan.
The Sussex County wealth firm, built around business-owner clients, extends the California-based aggregator's footprint in the East Coast.
The Kestra-owned RIA acquirer merges the planning firm into KDI Wealth Management, creating a majority woman-led advisor team
Cullen marks the fourth firm the New York-based RIA aggregator has bought in 2026 as deal volume heads for a record year.
Procyon adds $415 million in assets under management in New Jersey while Savant picks up a $213 million Southern California planning firm
A father-daughter trio managing approximately $700 million joins the Atlanta-based fee-only RIA, establishing its Austin foothold.
Cornerstone Capital, Echo Wealth Management, and Compass Wealth Management add about $2 billion as RIA M&A heads for a record year.
The Boston deal is set to push the PE-backed consolidator past $187 billion amid a broad RIA M&A slowdown and a potential shift in its ownership.
Meanwhile, a deal in the Midwest gives NorthRock Partners a new office in Wisconsin, while two teams join OnePoint BFG in Georgia and Atlanta.
Heartwood Wealth Advisors deal marks the serial acquirer's 36th-ever transaction as third-quarter RIA M&A volume slips 19%
Geopolitical shocks and market volatility pushed advisor deal decisions off course, denting third-quarter transaction volume by 19 percent.
Compass Advisors and Long Island Wealth Management join the more-than-$1 trillion RIA as its dedicated M&A team keeps up a steady 2026 pace.
The $572B multi-family office gains a foothold in a leading international wealth hub as its global dealmaking streak rolls on
The combination adds two veteran New York City practices with decades-long client relationships to Cerity's fast-growing national platform.
The Wauwatosa-based fiduciary team brings $145 million in client assets to Carson Wealth's Great Lakes platform.
Megadeals are surging in 2026, but small and mid-market transaction volume remains well below historical norms.
From a $1.5 billion California production pledge to possible cable channel sales and a CNN oversight board, the terms of a potential deal are taking shape.
