New SignatureFD unit pairs wealth planning with franchise expertise to serve business owners across the US
Meanwhile, &Partners draws another Commonwealth practice, and Wealthcare welcomes a $550 million planning practice in the Northeast.
OnePoint BFG has added a $400 million team from Northwestern Mutual while Modern Wealth scooped a veteran-led team overseeing nearly $710 million in assets.
New JULV fund buffers 20% of losses while capping upside, entering a defined-outcome category that's growing fast among advisors.
New ADP-delivered solution gives small and mid-size businesses access to 3(38) fiduciary oversight and participant-level advice for one fee.
Boston Hill Advisors joins Hightower's national platform as the mega-RIA's latest Massachusetts move drives HTSW closer to its $50 billion target for 2026.
Two independent advisory firms merge within the RFG platform to form a $750 million wealth management practice.
Tina Decker, who spent more than two decades executing succession and acquisition deals at Osaic, joins as senior vice president of business development.
The $63 billion AUM aggregator welcomes first-ever growth and compliance chiefs as it looks to build further toward mega-RIA status.
Also, New York-based Legacy Edge Advisors names its first-ever CEO, while Novare Capital Management hires a Vanguard veteran with a multigenerational planning focus.
RIAs weigh their options as Schwab tries courting Altruist users following Vanguard's blockbuster deal.
The Minneapolis-based consolidator's addition of a $345 million Anchorage RIA comes as small sellers navigate a volatile 2026 deal market.
Colorado-based RIA Summit Wealth Group acquires Portland's Financial Investment Team, expanding to 12 offices in six states.
The fee-only RIA's ninth deal of the year builds on record 2026 M&A activity and a minority staking investment from Hamilton Lane.
The Lynnfield RIA enters the Midwest a second time, adding a specialist Milwaukee equity team to its investing platform.
Two of the country's most active acquirers close new transactions, underscoring the relentless pace of RIA consolidation in 2026.
Gelfand, Rennert & Feldman brings on entertainment-focused Danyliw & Mann and BDM Royalty Management in its first cross-border deal
The family-owned RIA backed by Joe Duran adds eight CPAs and 800 clients, and hires a former Fidelity trust executive to build estate services.
Minneapolis-based mega-RIA adds a $376 million hybrid RIA from Raymond James as its own $7 billion sale process reportedly plays out in the background.
Atlanta-based RIA taps former LPL executive John Rajes to unify systems as the firm looks to build on its 61-acquisition growth record.
