Integrum joins Lightyear and Ontario Teachers’ to drive next leg of growth.
Deal adds specialized planning expertise and strengthens integrated advice model for clients.
RIA giant brings $10B foothold north while scaling via acquisitions and rebrand.
The $350B RIA firm is becoming the exclusive wealth management partner of US Squash, betting the sport’s affluent fan base can attract clients to its direct-to-consumer advisory brand, Signature Wealth.
The $6.5B RIA's founder Bill Sowell says roughly a quarter of its current clients qualify for Cache River Private Wealth, which will bring "family office lite" services to clients worth at least $5 million.
The combined platform unifies Avantax Planning Partners and The Retirement Planning Group, giving over 100 employee advisors access to in-house specialists across tax, estate planning, and insurance.
Meanwhile, Waverly has entered Louisiana with a new $3.1 billion partner, and Carson absorbs a decade-long coaching partner in Green Bay, Wisconsin.
Firm backs AI firm and expands leadership as it builds integrated tech ecosystem.
Meanwhile, Advisory Services Network is entering two new states with its latest partner RIAs, and Florida-based Rossby Financial is bringing a compliance veteran to its platform.
FINTRX data shows active ETF assets in RIA portfolios surged from $27.7 billion to nearly $400 billion in four years, even as dozens of weaker funds were shut down or liquidated in 2025.
Wealth firms ramp up M&A push with dual acquisitions targeting growth and scale.
Ex-player’s financial services career was most recently with JPMorgan Private Bank.
The mega-RIA is acquiring one of its flagship affiliated practices, which has grown from $600 million to nearly $10 billion in assets since joining from Morgan Stanley in 2015.
Selected through a nationwide nomination process, here are the standout US financial planners who embody excellence, integrity, and a strong commitment to helping clients meet their financial goals.
Two RIAs expand in the Mountain West as M&A, advisor succession and scale remain top priorities.
The appointment gives the private equity-backed firm dedicated merger and acquisition leadership as it works to expand its family office footprint nationwide.
The Oregon-domiciled RIA brings $11 billion in assets to Fiducient's growing institutional platform, marking the second acquisition by Wealthspire's advisory unit this month.
The new RIA marks the latest episode of departures from Commonwealth Financial Network following its acquisition by LPL.
The number of sub-$2 billion RIAs getting minority capital nearly tripled in 2025, a trend that has already accelerated in the first quarter of 2026.
With Robinhood building a prediction hub and Schwab signaling caution, wealth firms are confronting potentially blurred lines between investment tools and pure speculation.
