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.
Wealth management business focus on models for growth in competitive advisory market.
Clayton Chandler brings deep experience to lead data and AI strategy across Merchant’s growing RIA ecosystem.
The newest four-advisor practice to join in New York adds bench strength in financial and tax planning for pre-retirees and retired clients.
Merit Financial Advisors and Prime Capital Financial are each leaning further into tax planning and strategy with their latest partnerships.
Also, a veteran from Edelman has decamped to Baird, while UBS scoops an experienced Morgan Stanley advisor in the Pacific Northwest.
The privately held mega-RIA's latest addition in Louisiana officially joins the more than 1,000 financial advisors across its $45 billion independent advisory channel.
The Omaha-based RIA's new structures around mentorship, feedback, and promotion aim to keep younger G2 and G3 advisors engaged.
Also, Bluespring's latest addition forms a $1.7 billion practice, while Credent unveils a deal double to start its 2026 acquisition season.
The managing partner behind MAI Capital Management’s sports and entertainment business says working with top athletes means you 'can't be afraid to say no to some things.'
