Cornerstone Capital, Echo Wealth Management, and Compass Wealth Management add about $2 billion as RIA M&A heads for a record year.
Two wirehouse veterans choose advisor-owned model as independents target ultra-high-net-worth clients beyond portfolio management.
The Boston deal is set to push the PE-backed consolidator past $187 billion amid a broad RIA M&A slowdown and a potential shift in its ownership.
Meanwhile, a deal in the Midwest gives NorthRock Partners a new office in Wisconsin, while two teams join OnePoint BFG in Georgia and Atlanta.
An all-women Ohio launch, a Chicago CFP hire, and a third Florida office mark a busy week for independent advisors.
Heartwood Wealth Advisors deal marks the serial acquirer's 36th-ever transaction as third-quarter RIA M&A volume slips 19%
Geopolitical shocks and market volatility pushed advisor deal decisions off course, denting third-quarter transaction volume by 19 percent.
Texas-based firm drops the Stansberry name, signalling a shift from investment management to comprehensive wealth planning.
Maryland RIA reaches $5B by adding $564M Harvest Investment Consultants, with CEO Leo Kelly aiming to become a "national brand in five years."
Broadridge, Wedbush and Alaris Acquisitions have also filled senior wealth management roles with hires from J.P. Morgan, Osaic and SageView.
Former president Barack Obama's conversation with CEO Peter Mallouk comes as the Kansas-based mega RIA scales its retirement plan business.
InvestmentNews is inviting wealth management firms to share what makes their workplace stand out
The Auburn-based AWA Wealth Management brings $290 million in client assets and a 32-year planning legacy to the fast-growing RIA aggregator
Wilson, a former Empower executive, takes charge as EFE unifies its workplace retirement businesses under one leader.
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
