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.
Mega-RIA pushes deeper into cross-border advice with deal to acquire UK’s Maseco.
Deal unites firms with 12M customers and $1.5T AUM/AUA, targeting growth, scale and $500M synergies.
The $10B AUM firm is continuing to build scale across the US.
Meanwhile, Carson added an independent office in New York led by a mother-son duo, and Maridea gets a second location in Phoenix.
Acquisition of wealth management arm of Australian firm will see separation from its wider asset management business.
Rise's fourth non-control minority staking deal puts it alongside Dynasty Financial Partners as a strategic partner in the $3.1-billion RIA's continued growth.
Deal strengthens retirement plan expertise and expands national reach for fast-growing wealth firm.
Nebraska-based Furstenau Financial is the latest fully owned location to join the $57 billion-plus RIA's network, which includes more than 50 Carson Wealth locations.
Meanwhile, &Partners lures another Wells Fargo team in upstate New York, and Summitry expands in California with a new $721 million partner firm.
Meanwhile, Carson announces a milestone acquisition in New Hampshire, while fee-only RIA Savant plants its third stake in Michigan.
Meanwhile, Mariner makes a strategic expansion into property and casualty insurance, and Wealth Enhancement plants its first stake in Kansas with a $1.2 billion advisor team.
Aspen Standard has also partnered with a $1 billion RIA, while Choreo expands in the West Coast with a veteran-led CPA planning firm.
Firm broadens reach into key regional markets and deepens specialized planning capabilities.
Elsewhere, Carson secures another foothold in California with a $635 million partner firm, while independently owned First Manhattan integrates a veteran-owned Wyoming practice.
CAPTRUST has also welcomed an $830 million practice to extend its East Coast reach, while fee-only RIA EP wealth adds a top-ranked specialist advisory team in Arizona.
Meanwhile, a new venture at Integrated Partners sharpens its support for entrepreneurs going through complex transitions, and New York-based Aspen Standard Wealth announces a new president.
A record 102 acquirers entered the market last year, but 20 firms captured more than half of all acquired assets, according to Fidelity’s latest M&A report.
