Carlyle and Bain Capital are said to be the final bidders for Wealth Enhancement Group as PE appetite for independent wealth managers intensifies.
The fast-growing RIA aggregator adds Transcend Capital Advisors, a multi-state firm with more than 1,000 client relationships.
Building on its Personal Office platform, NorthRock Partners' latest transaction brings more than $200 million in assets under management and five employees to the growing RIA.
Berkshire Global Advisors reports reveals scaled buyers and steady tuck-ins push 2026 dealmaking to new highs.
Volume is rising and value is falling, but buyers want growth, not just assets.
Deal adds investment platform implementation expertise as F2 builds out North American reach.
The Kansas-based RIA giant's latest purchase extends a run of specialized acquisitions that has defined its growth strategy through 2026.
Deal adds a $299 million tax-and-wealth practice as the RIA aggregator advances acquisition strategy around integrated financial and tax planning.
Crewe Advisors' Ryan Halliday and Accelerated Wealth Partners' Eric Amar suggest mega RIA's readiness to integrate — not just scale — will determine whether an IPO exit actually works.
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.
