Also, Allworth expands with a $500 million-plus team in Texas, while two former colleagues find independence at Carson Group.
Wealth management business focus on models for growth in competitive advisory market.
The newest four-advisor practice to join in New York adds bench strength in financial and tax planning for pre-retirees and retired clients.
Merit Financial Advisors and Prime Capital Financial are each leaning further into tax planning and strategy with their latest partnerships.
The privately held mega-RIA's latest addition in Louisiana officially joins the more than 1,000 financial advisors across its $45 billion independent advisory channel.
Deal adds boutique manager, expands model portfolios and advisor-focused solutions
Also, Bluespring's latest addition forms a $1.7 billion practice, while Credent unveils a deal double to start its 2026 acquisition season.
RIA’s new Angeles Family Office unit pushes deeper into services for generationally wealthy households amid a boom in “family office” branding.
Meanwhile, Prospera has added its first team in Vermont, while Concurrent gets bigger in Texas with a $385 double acquisition.
Strong dealmaking landscape in the wealth management space begins 2026 unabated.
Meanwhile, Integrated Partners deepened its presence further in Connecticut, and Cerity Partners executed a merger of its own in the Lone Star State.
Dental, medical and multigenerational planning teams in Greater Boston and Pittsburgh bolster the $609 billion mega-RIA’s push for sector depth and regional scale.
The two-way agreement, which has TPG overseeing an initially $12 billion mandate, makes Jackson the latest insurance player to tap external expertise in asset-based lending.
Carson’s first full-office purchase of the year and EP’s latest Southwest partnership spotlight their continuing growth-by-acquisition strategies.
DeVoe & Company projects RIA M&A activity to keep rising, while another industry dealmaker expects private equity's minority investments to expand into smaller RIAs sub-$2 billion in assets.
Specialist law firm founder Corey Kupfer shares his insights with InvestmentNews
The move to be finalized by mid-2026 would take the active asset manager private as backers pitch AI and tech investment to revive growth.
The serial acquirer with more than $130 billion in estimated AUM is making its debut in Louisiana with a Baton Rouge-based high-net-worth practice.
The $50 billion employee-owned RIA looks to use new debt and equity funding to accelerate recruiting, M&A and tech investment while keeping advisors in control of the business.
Acquisition takes firm’s total client assets above $132 billion following a strong end to the year’s M&A.
