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Giant California RIA acquires two firms
Beacon Pointe Advisors adds CDA Group, based in Greenville, South Carolina, and Essex Asset Management, in Vero Beach, Florida.
Mercer announces fourth RIA acquisition in 8 days
The $25 billion Denver aggregator is buying Rowland Carmichael Advisors, a Scottsdale, Arizona-based multifamily office that serves 240 clients with more than $850 million in assets.
Hightower firm in Massachusetts acquires $200 million indie
Lexington Wealth Management adds Marcus Financial Advisors
Merger creates $4.4 billion RIA in New Jersey
New Jersey-based Modera merges with Pennsylvania-based Independence Advisors; Modera also receives equity infusion from Tria Capital Partners
Mercer Global buys second woman-led RIA in a week
McGee Wealth Management, a Portland, Oregon-based firm with 800 clients and $815 million in assets under management, is leveraging the sale for succession planning.
RIA M&A starts 2021 with a bang
In the first week of the new year, eight significant deals involving advisory firms were announced and a total of $159.6 billion in assets changed hands. Among the buyers and sellers — including Hightower, Sageview Advisory Group and Aquiline Capital Partners — were some of the most significant names in the burgeoning RIA industry.
Mercer plants flag in Georgia with second deal this week
It is acquiring woman-led Atlanta Financial Associates, which has $815 million under management
Strategic delegating is key to success
There's nothing worse than workaholic leaders gumming up the works because they won’t delegate
Mercer Global Advisors scoops up $800 million Atlanta RIA
The deal also marks the third sizable acquisition over the first two business days of the new year, following Hightower’s purchase of Bel Air Investment Advisors, an $8 billion Los Angeles-based RIA, and SVB Financial Corp.’s acquisition of Boston Private Financial Holdings to create a $17.7 billion wealth management enterprise
Emigrant takes stake in $1.7 billion Texas RIA
Ulrich Investment Consultants in San Antonio will retain control
Focus unit to acquire British planning firm
Watterson Financial Planning is the firm's first acquisition in the UK
Hightower acquires $8 billion Bel Air Investment Advisors
Aggregator kicks off 2021 with the largest deal in its 12-year history
Fourth quarter saw a record 69 RIA deals, Echelon says
M&A activity posted another record for the year despite the slow second quarter
Miracle Mile sells minority stake to Merchant Investment Management
The infusion of capital from the family office is expected to fuel acquisitions
Cerity acquires two RIAs managing $372 million
Algonquin Advisors, Worldview Wealth Advisors join the Chicago-based firm
Boston FiNet team managing $3.75 billion becomes RIA
Mayflower Advisors breaks away; uses Pershing as custodian
Two big Seattle RIAs merge
Laird Norton Wealth Management and Filament will operate under Laird Norton name
Focus Financial takes stake in $682 million RIA
Kavar Capital Partners, founded in 2011, is based in Leawood, Kansas
Missing radio adviser escalated fraud before bolting: SEC
Christopher W. Burns became more 'brazen' in the days before his disappearance, according to the SEC
Why technology is crucial for RIAs focused on M&A
A wealth management technology offering that helps RIAs reinforce and expand their value propositions is something prospective M&A partners find attractive
