Meanwhile, Waverly has entered Louisiana with a new $3.1 billion partner, and Carson absorbs a decade-long coaching partner in Green Bay, Wisconsin.
Meanwhile, Advisory Services Network is entering two new states with its latest partner RIAs, and Florida-based Rossby Financial is bringing a compliance veteran to its platform.
Wealth firms ramp up M&A push with dual acquisitions targeting growth and scale.
The mega-RIA is acquiring one of its flagship affiliated practices, which has grown from $600 million to nearly $10 billion in assets since joining from Morgan Stanley in 2015.
Two RIAs expand in the Mountain West as M&A, advisor succession and scale remain top priorities.
The Oregon-domiciled RIA brings $11 billion in assets to Fiducient's growing institutional platform, marking the second acquisition by Wealthspire's advisory unit this month.
The number of sub-$2 billion RIAs getting minority capital nearly tripled in 2025, a trend that has already accelerated in the first quarter of 2026.
Meanwhile, Wealth Enhancement expands its Dallas footprint with a $268 million RIA, and Integrated Partners launches a virtual family office practice targeting ultra-high-net-worth clients.
“This advances Corient’s plans to become one of the world’s leading wealth managers and multi-family offices,” said Kurt MacAlpine, Corient CEO.
The investment marks the latest move by the New York-based capital partner, which now backs more than 20 wealth management firms.
The deal marks Corient's second acquisition of 2026 as the mega-RIA pushes toward $450 billion in combined assets.
Meanwhile a $1.5B deal sees Fool Wealth formally join Apollon Wealth Management.
Lexington Wealth Management becomes the second external acquisition for HTSW, pushing the mega-RIA's W-2 advisory platform past $29 billion in assets.
Deal expands the firm’s presence in Michigan and follows multi-billion-dollar additions in March.
Deals add scale, talent, and new markets as firms expand RIA and hybrid footprints.
Elsewhere, Carson Group bolstered its presence in Washington while Integrated adds a $600 million Ameriprise team in Denver.
Meanwhile, Mercer Advisors deepens its New England reach with a $1.5 billion Portsmouth-based firm.
Regional scale and succession solutions emerge as defining themes in wealth deals.
The platform's addition of a multi-generational practice, led by a veteran advisor from Cetera, extends its footprint further in the Northeast.
Deal adds nearly $800M in assets, reinforcing long-term advisor continuity strategy.
