The Dynasty-backed Houston RIA has folded an accounting acquisition and a Southern California team into an MFO practice with national ambitions.
Compass Advisors and Long Island Wealth Management join the more-than-$1 trillion RIA as its dedicated M&A team keeps up a steady 2026 pace.
The $572B multi-family office gains a foothold in a leading international wealth hub as its global dealmaking streak rolls on
The combination adds two veteran New York City practices with decades-long client relationships to Cerity's fast-growing national platform.
The Wauwatosa-based fiduciary team brings $145 million in client assets to Carson Wealth's Great Lakes platform.
New C-suite hire lands days after a $1.65 billion loan refinancing, as the $111 billion mega-RIA continues to build out its executive bench
The Torrance, Califronia-based RIA names John McConnell CFO and promotes Erin Voisin as it builds out leadership after a run of acquisitions.
The moves come as Hightower Signature Wealth nears its first anniversary with more than $40 billion in AUM.
The $12 billion RIA adds two 20-year industry veterans as it accelerates national expansion.
Winstone Wealth Partners joins Concurrent from Raymond James, pushing the RIA platform's assets past $23 billion this year.
The acquisition of $2 billion Gilbert & Cook extends a buying spree for the ultra-high-net-worth firm that has already touched six states this year.
The boutique RIA with $5 billion in AUM taps insider CIO as middle-market firms race to build next-generation leadership
“At the end of the day, the move can't just be all about money,” said Jared Rabinowitz at Future Proof
The breakaway-focused platform's senior hires from Wells Fargo, Bluespring and Hightower deepen its bench for growth and succession planning.
“Our goal is to create as many employee shareholders as we can,” said Ritholtz CEO Josh Brown at Future Proof
South Carolina and Bay Area advisory teams join the WPCG-backed national platform as RIA dealmaking hits new highs.
The deal deepens the Kansas-based RIA giant's push into institutional consulting after a year of acquisitions spanning insurance, retirement and cross-border wealth work.
The $43M RIA Domain Money reduced its advisor team after AI improvements let each advisor serve up to 150 clients, CEO says.
The independent wealth firm's latest move in Massachusetts a dedicated non-advisory platform for ultra-wealthy families as RIA family office spinoffs keep multiplying.
Savant Wealth Management's tax subsidiary is taking a new name and two new partners as the RIA continues layering accounting services onto its wealth platform.
