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.
Plus, New York-based Maridea snaps up a women-led practice to debut in the Sunshine State, while Halbert Hargrove in California hails an AUM milestone alongside an aging-care fintech partnership.
Smithfield Trust marks the Birmingham RIA's first dedicated trust company acquisition, pushing total assets well past $35 billion.
Overland Park-based RIA agrees to acquire MarkhamNorton, deepening its Southwest Florida footprint.
The fee-only integrator is adding $311.6 million in assets and specialized planning expertise to its presence in the Sunshine State.
Dynasty Financial Partners is formalizing its consulting arm as it moves to acquire a 46-year-old branding and marketing firm to serve independent RIAs.
Utah RIA with $3.3B in AUM teams with WPCG and HGGC's Aspire Holdings platform in deal expected to close this month.
Cerulli research shows advisor retirements and breakaway movement fueling record M&A demand across the wealth management industry.
Cross-border deals draw growing interest as executives seek growth beyond domestic headwinds.
RIA dealmaking holds its pace in mid-2026 as two firms announce moves targeting first responders and West Coast growth
Meanwhile, Carlyle-backed MAI Capital announces another expansion in Connecticut, while AlphaCore adds a seven-person group overseeing nearly a billion dollars in Colorado.
One upbeat line in a proxy filing was all it took.
