RIA deal volume hits new high as aging advisors, PE capital and client demands fuel consolidation.
Firms expand footprints and partner rosters as advisors weigh scale, succession and support.
Longtime Chicago-based investing leader Joel Hirsh will chair a global committee overseeing public, fixed income, and alternative strategies.
Elsewhere, NorthRock Partners adds an Ameriprise team to cross the $11 billion AUM mark, while Elevation Point adds a Merrill Lynch team overseeing $900 million in assets.
Also, a pair of multigenerational advisor teams from UBS have defected in quick succession, moving to RBC and Raymond James.
President Joe Skarda says its wealth management arm is attracting recruits with an entrepreneurial, RIA-like environment that avoids "bureaucratic red tape" of larger platforms.
With this year's nominations process ongoing, past winners' experiences of connection, vindication, and celebration offer a taste of what's to come.
Partnership brings Schwab’s Wasmer Schroeder bond lineups and model portfolios onto Advyzon’s Nucleus marketplace for RIAs.
From rising NextGen talent to industry leaders and lifetime achievers, the 2026 InvestmentNews Awards will honor the people and organizations setting the standard for excellence in wealth.
Firms tap independence, scale and regional growth as advisors shift platforms, expand reach and strengthen support infrastructure.
New research finds AI utilization more than doubled but deeper integration still lags.
Mega-firms are hardwiring portfolio, planning and estate tools into their core platforms to defend market share and deepen high‑net‑worth relationships.
The new collaboration adds to the $184 billion landscape of personalized, tax-efficient ETF and mutual fund portfolios at scale.
Also, Allworth expands with a $500 million-plus team in Texas, while two former colleagues find independence at Carson Group.
The Overland Park-based RIA is elevating Scott Duba and Will McGough while leaning on recent hires and deals to scale its wealth, retirement, and tax businesses.
Merit Financial founder and Chief Executive Rick Kent lifts the lid on his firm's milestone year, including organic growth in the double digits and back-to-back wins at the InvestmentNews Awards.
Firm adds advisors in South Carolina and Texas, expanding footprint with seasoned talent.
A record 322 M&A transactions in 2025 shattered the previous deal flow pace in the RIA market, but DeVoe & Company’s report shows the surge further concentrated power among a handful of dominant firms.
Home to more state-registered RIAs than any other state, some advisors in California are drafting exit plans after the latest 5 percent tax proposal on billionaires.
Record revenue, wider net interest margins, and double-digit client asset gains mark another banner year for the brokerage giant.
