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MAI Acquires Liberty Private Client

October 30, 2025
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Ashton Thomas Acquires Day Hagan

October 30, 2025
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AlphaCore to Acquire SPC

October 30, 2025
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Mercer Acquires Singer Burke

October 27, 2025
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Fidante Invests in Fulcrum

October 27, 2025
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ECHELON RIA M&A DEAL REPORT – Q3 2025

October 27, 2025
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CAPTRUST Acquires Cobblestone

October 27, 2025
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Wealth Solutions Report - Larry’s Take - October 21

October 27, 2025
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NorthRock Acquires WGG Wealth

October 23, 2025
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Creative Planning Acquires Financial Abundance

October 23, 2025
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Focus Acquires Sonora

October 23, 2025
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Wealth Solutions Report - Larry’s Take - October 15

October 20, 2025
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Beacon Pointe Acquires Sensible

October 20, 2025
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DeVoe & Company RIA Deal Book – Q3 2025

October 20, 2025
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Greenspring Acquires Wealthstream

October 20, 2025
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Creative Planning to Acquire SageView

October 15, 2025
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Perigon Acquires Gitterman

October 15, 2025
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Mid Penn to Acquire Cumberland

October 15, 2025
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Ares to Invest in EP

October 14, 2025
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United Capital Acquires Paul Group

October 14, 2025
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Beacon Pointe Acquires The Family Firm

October 14, 2025
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Edelman Acquires Hasenberg

October 8, 2025
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Cerity Acquires Oak Hill

October 8, 2025
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Corient Acquires Bristlecone

October 8, 2025
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Allworth Acquires Shorepoint

October 6, 2025
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DeVoe & Company RIA Deal Book – Q2 2025

October 6, 2025
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Carson Acquires Shilanski

October 6, 2025
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Moneta Acquires Lane Hipple

October 1, 2025
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Waverly Acquires Brass Tax

October 1, 2025
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Baird to Invest in Reinhart

October 1, 2025
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MAI Acquires JW Coons

September 29, 2025
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Cerity to Acquire Graypoint

September 29, 2025
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Corient Acquires Northeast Financial

September 29, 2025
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Aprio to Acquire Prism Financial

September 29, 2025
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Wealthspire to Acquire Marin Financial

September 24, 2025
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Rithm Capital to Acquire Crestline

September 24, 2025
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Corient Acquires Breed’s Hill

September 22, 2025
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Carson Acquires Wells Trecaso

September 22, 2025
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Creative Planning Acquires Grassi

September 22, 2025
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EP Wealth Acquires Better Money Decisions

September 17, 2025
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MAI Acquires Summit Financial

September 17, 2025
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MAI to Acquire Evoke

September 15, 2025
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Savant Acquires PrairieView

September 15, 2025
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Modern Wealth Acquires PSF/Galloway

September 15, 2025
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Mubadala Capital Acquires CI Financial

September 10, 2025
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Ashton Thomas Acquires Kobo Wealth Conservancy

September 10, 2025
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MarshBerry Reports Increase in Consolidation in Wealth Management Transactions

September 8, 2025
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Fidelity Biannual M&A Review

September 8, 2025
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Steward Acquires Longbridge Wealth

September 4, 2025
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Merit Acquires Specialized Team from Second Half

September 4, 2025
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Mariner Acquired Forté and Ultra

August 29, 2025
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Berkshire Global Advisors – Market Update July 2025

August 29, 2025
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First Manhattan Acquired Roanoke

August 28, 2025
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Venerable to Reinsure Corebridge

August 28, 2025
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Corient Acquires Messick

August 26, 2025
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GTCR to Acquire FMG from Aurora

August 26, 2025
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RWA Wealth Partners Acquired Moirai Wealth Management

August 26, 2025
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SEI to Acquire Majority Stake in Stratos

August 20, 2025
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Arax Acquired Schechter

August 20, 2025
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SageView Acquires CAP STRAT

August 18, 2025
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Betashares to Merge its Managed Accounts Division with InvestSense

August 18, 2025
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Arax Acquires Summit Wealth

August 13, 2025
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iA to Acquire RF Capital

August 13, 2025
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Merchant Stakes Sterling

August 13, 2025
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Aspen Acquires MG Financial

August 13, 2025
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Composition Acquires Blue Oak and Centricity

August 11, 2025
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Savant Acquires Parkworth

August 11, 2025
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SEI to Acquire Stratos

August 6, 2025
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Mercer Acquires Family Wealth

August 6, 2025
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Elevation Point Makes Minority Investment in Waycrest

August 4, 2025
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Lido to Acquire Olympus

August 4, 2025
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Maridea Acquires Pinnacle

August 4, 2025
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Creative Planning Acquires Mosaic Pacific

July 30, 2025
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Osaic Acquires Majority Interest in Innovative Wealth

July 30, 2025
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ECHELON RIA M&A DEAL REPORT – Q2 2025

July 28, 2025
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Houlihan Lokey – Asset and Wealth Management Market Update Q1 2025

July 28, 2025
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EP Acquires RRCM

July 28, 2025
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Focus to Acquire Bordeaux

July 23, 2025
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Credent Acquires TFG

July 23, 2025
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Merchant Stakes Stone Temple

July 23, 2025
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Beacon Pointe Acquires Waypoint, H&P, Heritage, Jentner, Dubis and Ng

July 21, 2025
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Sherman & Company – Asset & Wealth Management M&A – 2025 Mid-Year Update

July 21, 2025
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True North Acquires Blue Investment

July 21, 2025
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Procyon Acquires Wooster

July 16, 2025
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Modern Wealth Acquires Assets of Kaye

July 16, 2025
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Aspen Acquires Sky

July 16, 2025
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Elevation Point Acquires Minority Stake in FOP

July 14, 2025
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Apella Acquires Independence

July 14, 2025
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Merit to Sell Minority Stake to Constellation

July 14, 2025
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Allworth Acquires Salzinger Sheaff Brock and Sheaff Brock

July 9, 2025
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Steward Acquires Consilium Wealth

July 9, 2025
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Mariner Acquires Taurus

July 7, 2025
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Mercer Acquires O’Brien

July 7, 2025
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Steward Acquires Desert Sky

July 2, 2025
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Beacon to Acquire Astor

July 2, 2025
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Nuveen to Acquire Brooklyn

July 2, 2025
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Merit Acquires AMP

July 2, 2025
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BMO to Acquire Burgundy

June 30, 2025
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MarshBerry Foresees Continued PE Dominance in M&A

June 30, 2025
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Wealthfront Initiates IPO

June 30, 2025
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Apella Acquires Iron Horse

June 25, 2025
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Focus to Acquire David

June 25, 2025
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Hub Acquires Veripax’s Assets

June 25, 2025
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Carson Acquires SRQ Wealth

June 25, 2025
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Hightower Makes Strategic Investment in Lindbrook

June 23, 2025
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Berkshire Global Advisors – Market Update May 2025

June 23, 2025
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Osaic Acquires CW Advisors

June 23, 2025
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Mercer Acquires Tufton

June 23, 2025
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Arax Acquires Schechter

June 18, 2025
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EP Wealth Acquires Buffington Mohr

June 18, 2025
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Bluespring Acquires SilverStar

June 18, 2025
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Berkshire Global Advisors – 2025 Midyear Report

June 16, 2025
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Carson Group Acquires Wambolt

June 16, 2025
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Lido Acquires Exchange

June 16, 2025
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Constellation takes Minority Stake in Summit

June 16, 2025
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Lido Advisors Invests in HPS

June 11, 2025
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Cary Street Acquires IFS

June 11, 2025
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Sammons to Acquire Wealthcare

June 9, 2025
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Mercer Acquires Full Sail

June 9, 2025
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Focus to Acquire Churchill

June 9, 2025
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Coldstream Acquires Cable Hill

June 9, 2025
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Edelman Acquires Cahill

June 6, 2025
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Focus Acquires Adero

June 6, 2025
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Lunate to Invest in Azura

June 6, 2025
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Summit Trail Hires Jeff Ringdahl as President, COO

June 2, 2025
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Simon Quick Acquires Proquility

June 2, 2025
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Emigrant Invests in Elevation

June 2, 2025
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ECHELON RIA M&A DEAL REPORT – Q1 2025

June 2, 2025
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Merit Acquires Safeguard

May 28, 2025
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119th Street and Pelican Make Strategic Investments in Maridea

May 28, 2025
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Schechter Acquires Enlightened Finance

May 28, 2025
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Savant Acquires Corrigan Financial

May 28, 2025
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VisionPoint Merges with Navitas

May 27, 2025
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Mariner Acquires Hyre

May 27, 2025
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Prospera Acquires Cutter

May 21, 2025
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Modern Wealth Acquiring Wade Financial and Planned Asset

May 21, 2025
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Bradley Foster Acquires Napatree

May 21, 2025
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Bain to Acquire Minority Stake in Lincoln Financial

May 21, 2025
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WSR’s Top Wealth Management Professional Services Firms includes Seward & Kissel

May 19, 2025
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Modern Wealth Acquires OFM

May 19, 2025
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Cerity Acquires Cook

May 14, 2025
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Cary Acquires K&D

May 14, 2025
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Waverly Acquires Fiduciary Wealth

May 14, 2025
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Constellation Makes Strategic Minority Investment in Procyon

May 12, 2025
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Pure Financial Acquires Fairhaven

May 12, 2025
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MarshBerry’s Report Q1 2025 Investment Sector M&A Market Update

May 12, 2025
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CW Advisors Acquires Delta and Leathe

May 7, 2025
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Bluespring Acquires Charter

May 7, 2025
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Waverly Acquires GGM Wealth

May 7, 2025
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Great Hill Invests in Mission Wealth

May 5, 2025
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MAI Acquires Constellation Sports

May 5, 2025
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Creative Planning Acquires Monterey

May 5, 2025
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CIVC to Acquire a Majority Stake in Cary Street

May 5, 2025
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Summit Acquires Gateway

April 30, 2025
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Kovitz to Acquire Transform

April 30, 2025
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Apella Acquires Marrella

April 30, 2025
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Americana Acquires Boulevard

April 30, 2025
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Hue Partners M&A Webinar with Seward & Kissel Partner Danielle Lemberg – A Deal Lawyer’s Take on...

April 28, 2025
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Advisor Growth Strategies’ RIA Deal Room Report

April 28, 2025
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EP Wealth Acquires Peninsula

April 28, 2025
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EP Wealth Acquires Holben

April 23, 2025
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Composition Acquires Vinoble and Unionview

April 23, 2025
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Partners Wealth Acquires Johnson Carmichael

April 23, 2025
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F.L. Putnam Acquires AOG Wealth

April 23, 2025
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Hue Partners M&A Webinar with Seward & Kissel Partner Danielle Lemberg – Understanding Client...

April 21, 2025
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AlphaCore to Merge with Callan

April 21, 2025
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Mercer Acquires Vishria Bird

April 21, 2025
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Apollon Acquires CJ Lawrence

April 16, 2025
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Hue Partners M&A Confidential Article by Seward & Kissel Partner Danielle Lemberg - Legal Mistakes...

April 14, 2025
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Cerity Acquires WCF

April 14, 2025
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WEG Acquires XO

April 14, 2025
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LPL to Acquire Commonwealth

April 14, 2025
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Cardinal Point Acquires Dorchester

April 14, 2025
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CAPTRUST Acquires Carolinas

April 10, 2025
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Aquiline to Acquire SEI’s Family Office Services

April 10, 2025
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WEG to Acquire Marcum

April 7, 2025
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Merit Acquires Sanctuary

April 7, 2025
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WEG Acquires Capstone

April 2, 2025
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Sanctuary Makes Minority Investment in Alluvial

April 2, 2025
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Rise Growth Partners Takes Minority Stake in Grimes

April 2, 2025
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InCred Acquires Arrow Capital

April 2, 2025
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AlTi Global Acquires Kontora

March 31, 2025
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Sequoia Acquires Wealth Business of Eide Bailly

March 31, 2025
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Pure Financial Acquires PIM

March 31, 2025
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Turning Rock Provides Financing to Silverleaf

March 31, 2025
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Swiss Life Acquires ZWEI

March 26, 2025
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EP Wealth Acquires Criterion

March 26, 2025
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Mercer to Acquire SECOR

March 26, 2025
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Tocqueville Acquires Poplar Forest

March 26, 2025
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Prime Capital acquires SineCera

March 24, 2025
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DeVoe Elevate Event

March 24, 2025
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Bluespring Acquires Reliant

March 19, 2025
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Arax Acquires Cedrus

March 19, 2025
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Merchant Takes Majority Stake in Summit

March 19, 2025
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Berkshire Global Advisors – 2024 Financial Services Industry Review

March 17, 2025
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Creative Planning Acquires Maxwell

March 17, 2025
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Corient Acquires Rootstock

March 17, 2025
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Pitcairn Acquires Brightside Partners

March 12, 2025
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AlphaCore to Acquire enTrust Wealth

March 12, 2025
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Avantax Acquires Assets of Sweeney Kovar

March 12, 2025
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Mission Merges with Logic Capital

March 12, 2025
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WEG Acquires Northwest

March 10, 2025
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Waverly Acquires Dickinson

March 5, 2025
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World Investments Acquires Freeman & Vannauker

March 5, 2025
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Carson Group Acquires Carson Wealth Chicago

March 5, 2025
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Sequoia to Acquire Carlson

March 3, 2025
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Prime Capital to Merge with Sugarloaf

March 3, 2025
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MarshBerry’s January 2025 UK Investment Sector M&A Market Update

March 3, 2025
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Fidelity M&A Transactions Decade Review

March 3, 2025
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FJM Acquires 20% Stake in Balentine

February 26, 2025
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Elevation Point Acquires Minority Stake in Stonebrook

February 26, 2025
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Mariner Acquires Cardinal

February 26, 2025
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SteelPeak Acquires Ridgeway & Warner

February 24, 2025
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Berkshire Global Advisors – 2024 Wealth Management M&A Report

February 24, 2025
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Carnegie Acquires Eagle Ridge

February 24, 2025
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Mercer Acquires FPG

February 24, 2025
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Coldstream Acquires HBCG and HBC

February 19, 2025
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Merit Acquires Zimmermann

February 19, 2025
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Carson Group Acquires Carson Wealth

February 19, 2025
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Emigrant Invests in Novare

February 14, 2025
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ECHELON RIA M&A DEAL REPORT – 2024

February 14, 2025
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Buckingham Acquires Homan

February 12, 2025
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Coastal Bridge to Merge with TrinityPoint

February 12, 2025
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Treehouse Acquires Humphreys

February 12, 2025
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EP Wealth Acquires Executive Wealth

February 12, 2025
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Constellation Makes Minority Investment in Bogart

February 10, 2025
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Cerity to Merge with FBD

February 10, 2025
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WEG Acquires VanceGray

February 10, 2025
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Brownlie & Braden Joins Prairie Capital

February 5, 2025
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Summit Acquires Minority Stake in Gordon

February 5, 2025
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Corient Acquires Geller

February 3, 2025
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Creative Planning Acquires Krivoshein

February 3, 2025
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Fidelity Wealth Management M&A Transaction Report – December 2024

February 3, 2025
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Corient to Acquire H.M. Payson& Co.

January 29, 2025
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Summit Announces Strategic Investment in Midway

January 29, 2025
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Apella Acquires Young Wealth

January 29, 2025
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Carson Wealth Acquires Taylor

January 27, 2025
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Cerity Merges with Prio

January 27, 2025
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Modern Wealth Acquires Fiser, LFM and Gardey

January 22, 2025
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Merit Merges with Trinity

January 22, 2025
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Hightower makes Strategic Investment in Dechtman

January 22, 2025
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Apella Acquires Barker

January 22, 2025
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Snowden Redeems Estancia Stake

January 21, 2025
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Creative Planning Acquires Kowal

January 21, 2025
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Allworth Acquires WealthPoint

January 15, 2025
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Mercer Acquires Frango

January 15, 2025
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Allworth Acquires Ryan

January 15, 2025
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Berkshire Global Advisors – Market Update November 2024

January 13, 2025
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Homrich Berg to Acquire WMS Partners

January 13, 2025
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MAG Rebrands as Carson Wealth and Acquires Ovation

January 8, 2025
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Wealth.com Establishes Strategic Partnership with Merit

January 8, 2025
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Summit Acquires Minority Stakes in Southeast, Radiance and Silvertree

January 8, 2025
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Savant Acquires Sortino

January 8, 2025
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CAPTRUST Acquires Campbell Wealth

January 6, 2025
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Beacon Pointe Acquires WhiteRock Wealth

January 6, 2025
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Lido to Acquire Avitas

January 6, 2025
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Robinhood to Acquire TradePMR

January 6, 2025
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Sequoia Acquires Family Asset Management

January 2, 2025
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Modera Acquires Bay Point

January 2, 2025
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Steward Acquires Mainstay Wealth

January 2, 2025
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MAI Acquires Carmichael Hill

December 30, 2024
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Mariner Acquires Atlas and Newport

December 30, 2024
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Waverly Acquires Buckingham

December 26, 2024
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Allworth Acquires City Fiduciary

December 26, 2024
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Savant Acquires Source Financial

December 23, 2024
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WEG Acquires M&R Capital

December 23, 2024
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CAPTRUST Acquires Boston Financial

December 23, 2024
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Osaic Acquires Nova

December 18, 2024
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Stifel to Acquire Portion of B. Riley

December 18, 2024
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Constellation Wealth Partners with Cresset

December 16, 2024
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Mariner Acquires Atlas and Newport

December 16, 2024
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Mercer Acquires Chapel & Collins and Waypoint Capital

December 11, 2024
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Creative Planning Acquires Edmonds Duncan

December 11, 2024
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EP Wealth Acquires Gather Financial and Riley PC

December 11, 2024
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Lovell Minnick Makes Strategic Investment in Americana

December 9, 2024
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Cerity Merges with Paladini

December 9, 2024
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Aspen Standard Wealth Acquires Summitry

December 4, 2024
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Colony Group Acquires GYL Financial Synergies

December 4, 2024
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Lido Advisors Acquires Platte River

December 4, 2024
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Lido Advisors Acquires Pegasus Partners

December 2, 2024
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DeVoe & Company RIA Deal Book – Q3 2024

December 2, 2024
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Modern Wealth Acquires Petso Financial

November 27, 2024
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Stone Point Invests in Kestra Holdings

November 27, 2024
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MAI Capital Acquires Hyperion Partners

November 27, 2024
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Emigrant Reinvests in F.L. Putnam

November 25, 2024
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Hightower Makes Strategic Investment in FPIS

November 25, 2024
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Waverly Advisors Acquires 9258 Wealth Management

November 20, 2024
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Greenwood Gearhart Mergers with Boston Mountain

November 20, 2024
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Sixth Street Invests in Merchant Investment Management

November 20, 2024
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ECHELON RIA M&A DEAL REPORT – Q3 2024

November 18, 2024
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Mariner Strategic Partnership with Neuberger Berman

November 18, 2024
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Beacon Pointe Acquires Landmark Wealth

November 14, 2024
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Naviter Repurchases Minority Stake From Wealth Advisor Growth Network

November 14, 2024
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AlphaCore Acquires All Season Financial Advisors

November 14, 2024
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Carson Group Acquires Sweet Financial Partners

November 14, 2024
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Hightower to Make Strategic Investment in NEPC

November 11, 2024
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Pathstone to Acquire Hall Capital

November 11, 2024
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Fidelity Quarterly M&A Review

November 11, 2024
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BlackRock and JP Morgan Acquire Minority Stakes in Dynasty

November 6, 2024
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Cetera to Acquire Concourse

November 6, 2024
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Credent Acquires Clarify

November 6, 2024
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MarshBerry’s September 2024 UK Investment Sector M&A Market Update

November 4, 2024
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Cerity to Merge with SBC Wealth Management

October 30, 2024
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BW Forsyth Makes a Strategic Investment in Matter Family Office

October 30, 2024
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MAI Capital Acquires Halpern Financial

October 30, 2024
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Blue Owl to Acquire IPI Partners

October 28, 2024
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Cresset Acquires CH Investment Partners

October 28, 2024
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Allworth Acquires George McKelvey Co.

October 28, 2024
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Waverly Advisors Acquires CenterPoint Wealth

October 24, 2024
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Cerity to Merge with Janiczek Wealth Management

October 24, 2024
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Kovitz to Acquire Fort Pitt Capital

October 24, 2024
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Mercer Acquires Kiely Wealth

October 21, 2024
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WEG Acquires FinTrust

October 21, 2024
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Mercer Acquires Kades & Cheifetz

October 21, 2024
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TPG Makes Minority Investment in Creative Planning

October 16, 2024
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WealthPlan Acquires EFS Wealth, Klauke Investments, and Rich Holle WealthPlan

October 16, 2024
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Carson Wealth Acquires True North Financial

October 16, 2024
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The Retirement Planning Group Acquires Parrott Wealth

October 16, 2024
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Transform Wealth to Acquire Custom Portfolio

October 14, 2024
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Beacon Pointe Acquires Bridge Advisory and Charleston Investment

October 14, 2024
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True North Advisors Acquires Clear Rock Advisors

October 9, 2024
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TPG Makes Minority Investment in Homrich Berg

October 9, 2024
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Summit Financial partners with BFG Wealth and Canon Capital

October 9, 2024
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Merchant Invests in Republic

October 7, 2024
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Kingswood U.S. Acquires Eudaimonia

October 2, 2024
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Sanctuary Acquires Centel Wealth

October 2, 2024
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EP Wealth Acquires CornerCap Investment Counsel

October 2, 2024
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Berkshire Global Advisors – Market Update August 2024

September 30, 2024
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Mariner Acquired Woodbridge

September 30, 2024
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Hightower Makes Strategic Investment in Charles D. Hyman

September 30, 2024
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Confluence Financial Acquires Cashdollar & Associates

September 25, 2024
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LPL Acquires Northern Plains Financial

September 25, 2024
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Mercer Acquired Benchmark Wealth

September 23, 2024
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Cerity Acquires Abbrea

September 23, 2024
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Wealth Enhancement Group Acquires Levy Wealth

September 23, 2024
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Berkshire Global Advisors –Market Update July 2024

September 16, 2024
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Mesirow Acquires Price Wealth Management

September 16, 2024
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Rise Growth Partners Takes Minority Stake in Bleakley Financial

September 11, 2024
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LPL Financial to Acquire The Investment Center

September 9, 2024
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Summit Financial Acquires Meeder Wealth

September 9, 2024
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Jeff Ringdahl Investment Insight Exchange Series: Article #3

September 9, 2024
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Houlihan Lokey to Acquire Waller Helms/Park Sutton

September 4, 2024
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Apollon Financial Acquires DeHollander Financial

September 4, 2024
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Jeff Ringdahl Investment Insight Exchange Series: Article #2

August 30, 2024
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Corient Acquires Emerald Multi-Family Office and Byron Financial

August 30, 2024
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Retirement Planning Acquires Watters Financial Services

August 30, 2024
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Janus to Acquire Victory Park

August 26, 2024
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Jeff Ringdahl Investment Insight Exchange Series: Article #1

August 26, 2024
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Pagaya to Acquire Theorem Technology

August 21, 2024
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Colony Group to Acquire HoyleCohen

August 21, 2024
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LPL Financial Acquires SoundWay Financial

August 21, 2024
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Bluespring Wealth Acquires Rodgers & Associates

August 21, 2024
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F.L.Putnam Acquired Arbor, Four Pounds and Ascension

August 19, 2024
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DeVoe Annual RIA Deal Book – Q2 2024

August 19, 2024
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KKR to Acquire Janney Montgomery Scott

August 19, 2024
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Robertson Stephens Acquires Ratio Wealth Group

August 14, 2024
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Waverly Advisors Acquires River Capital Advisors

August 14, 2024
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Bluespring Wealth Acquires Shelton Financial Group

August 14, 2024
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Sequoia Acquired Karpas

August 12, 2024
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Family Wealth Report Mid-Year RIA M&A Update

August 12, 2024
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World Investment Advisors Acquires Boston Harbor Wealth Advisors

August 7, 2024
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CW Advisors Acquires Mercadien Asset Management

August 7, 2024
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iCapital Partners with Ashton Thomas Private Wealth

August 7, 2024
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Credent Receives Strategic Investment from Crestline

August 5, 2024
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Fidelity Quarterly M&A Review

August 5, 2024
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Colony Group to Acquire Gratus Capital

July 31, 2024
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Modern Wealth Acquires C&J Wealth Advisors

July 31, 2024
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ECHELON RIA M&A DEAL REPORT – Q2 2024

July 29, 2024
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Cerity Partners Acquires Keating Wealth Management

July 24, 2024
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CW Advisors Acquires Cubic Asset Management

July 24, 2024
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Robertson Stephens Acquires Rain Capital

July 24, 2024
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Wealth Enhancement Group Acquires Peak Financial Services

July 22, 2024
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AssetMark Enters into Strategic Alliance with Morningstar Wealth

July 17, 2024
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Kovitz Investment Group to Acquire Relative Value Partners

July 17, 2024
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,

2023 BTG Symposium Panel Discussion: How the Active Exchange Traded Fund (ETF) Will Look in Five...

July 16, 2024
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Coldstream Merges with Arnerich Massena

July 15, 2024
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EP Wealth Acquires Sloan Investment Management

July 10, 2024
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Wealth Enhancement Group Acquires Starfox Financial

July 10, 2024
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,

2023 BTG Symposium Panel Discussion: How to Define a Superior Return 

July 9, 2024
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,

Berkshire Global Advisors – 2024 Midyear Report

July 8, 2024
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Wealth Enhancement to Acquire Atlas Fiduciary Financial

July 3, 2024
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Advent and ADIA to Acquire Minority Stake in Fisher Investments

June 26, 2024
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Carson Acquires Avery Wealth and Three Sixty Wealth

June 26, 2024
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360 ONE to Acquire ET Money

June 26, 2024
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,

2023 BTG Symposium Panel Discussion: What the M&A Business Will Look Like in Five Years

June 25, 2024
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Soltis Advisors partners with Estancia Capital and LLR Partners

June 24, 2024
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Arax Acquires SRS Capital Advisors

June 24, 2024
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Beacon Pointe to Acquire Joslin Capital

June 18, 2024
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Retirement Planning to Acquire Lee Financial

June 18, 2024
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Arete Acquires Portsmouth

June 18, 2024
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Corient Acquires Socius

June 18, 2024
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Cresset to Acquire Connable

June 17, 2024
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Corient to Acquire Paragon

June 17, 2024
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Wealth Enhancement Acquires Gavin Financial

June 17, 2024
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Modern Wealth Acquires Wealth Management Solutions and Autumn Wind

June 12, 2024
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Canaccord Genuity to Acquire Cantab Asset Management

June 12, 2024
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Wealth Enhancement Group to Acquire The Financial Advisory Group

June 12, 2024
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EFG Hermes to acquire minority stake in Kenzi Wealth

June 12, 2024
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,

2023 BTG Symposium Panel Discussion: The Possibility of Increased Regulatory Costs and SEC Actions...

June 11, 2024
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Constellation Wealth Acquires a Minority Stake in Avior

June 10, 2024
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Allworth Acquires Stewart & Patten

June 10, 2024
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Bluespring Wealth Acquires KDI Wealth Management

June 5, 2024
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Avantax to Acquire GA Investment Management

June 5, 2024
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Park Sutton Webinar: Decoding the FTC’s Non-Compete Ban

June 3, 2024
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ECHELON Partners – The Deals and Dealmakers Summit

June 3, 2024
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DeVoe Annual RIA Deal Book – Q1 2024

June 3, 2024
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Constellation Wealth Acquires a Minority Stake in Requisite Capital

June 3, 2024
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Wealthspire Advisors to Acquire Walden Wealth Partners

May 29, 2024
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Waverly Advisors Acquires Derbend Asset Management

May 29, 2024
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2023 BTG Symposium Panel Discussion: Three Dominant Factors Likely to Further Consolidate and...

May 29, 2024
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AlTi Global Acquires Envoi

May 24, 2024
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Advisor Growth Strategies’ RIA Deal Room Report

May 24, 2024
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Sanctuary Acquired tru Independence

May 24, 2024
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Edelman Acquires Soundmark Wealth Management

May 22, 2024
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Constellation Wealth Invests in CV Advisors

May 22, 2024
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WEG Acquires The Retirement Group

May 20, 2024
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,

DeVoe & Company RIA Deal Book – Q1 2024

May 20, 2024
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Apella Acquires ClearLogic Financial

May 20, 2024
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Rosemont Takes a Minority Stake in Northside Capital

May 20, 2024
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,

2023 BTG Symposium Panel Discussion: Significant Transactions Designed for Growth Strategy

May 15, 2024
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WEG Acquires Lynch

May 13, 2024
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GTCR to Acquire AssetMark

May 13, 2024
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Signature Estate Acquires Cedar Brook Group

May 13, 2024
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ECHELON RIA M&A DEAL REPORT – Q1 2024

May 6, 2024
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Steward Acquires Monaco and Saling Simms

May 2, 2024
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2023 BTG Symposium Panel Discussion: Reducing expenses and increasing assets under management from...

May 1, 2024
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Sequoia Acquires AltruVista

April 29, 2024
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Raymond James’s Asset & Wealth Management Quarterly M&A Insight

April 29, 2024
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Arax Acquires USCWA

April 29, 2024
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F.L. Putnam Will Acquire Darwin Trust Company

April 24, 2024
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Colony Group to Acquire InterOcean

April 24, 2024
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OneDigital Acquires Legacy

April 22, 2024
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EP Wealth Acquires Wacker Wealth

April 22, 2024
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CVC Capital Partners Announces IPO

April 22, 2024
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2023 BTG Symposium Panel Discussion: Who are the current buyers and sellers in the M&A market?  

April 16, 2024
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Creative Planning Acquires ML&R

April 15, 2024
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Kingswood Merges with Wentworth

April 10, 2024
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AlTi Acquires East End Advisors

April 8, 2024
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Caprock Acquires Grey Street Capital

April 3, 2024
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,

2023 BTG Symposium Panel Discussion: How does an administrator view the M&A marketplace?

April 3, 2024
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MarshBerry’s 2023 Investment Sector Market Report

April 1, 2024
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Merit Acquires Viren

March 28, 2024
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Mercer Acquires MDK

March 25, 2024
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Modern Wealth Acquires Beltz Ianni & Associates

March 21, 2024
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Mercer Global Acquires MDK Private Wealth

March 21, 2024
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Pollen Street Acquires Mattioli Woods

March 21, 2024
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Retirement Wealth Specialists merges with Security Financial

March 21, 2024
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,

2023 BTG Symposium Panel Discussion: Overview of the Acquisition Business in Today's Mutual Fund...

March 20, 2024
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Pure Financial Acquires Symphony Financial and Crestline

March 18, 2024
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Pathstone to Acquire Crestone

March 18, 2024
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Peloton Capital Invests in Trilogy

March 18, 2024
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MAI Capital Acquires LWS Wealth Advisors

March 13, 2024
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TRIA Capital Acquires Minority Interest in Plancorp

March 13, 2024
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Retirement Planning Group Acquires Dightman Capital

March 13, 2024
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Perigon Wealth Acquires Prudeo Partners

March 7, 2024
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General Atlantic Acquires Minority Interest in Partners Capital

March 6, 2024
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EP Wealth Acquires Parker Advisory Group

March 6, 2024
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,

2023 BTG Symposium Panel Discussion: Overview of the Current M&A Market

March 6, 2024
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AlTi Receives Strategic Investment from Allianz X and Constellation Wealth

March 4, 2024
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Twenty Four Wealth Acquires Raymond Noel

March 4, 2024
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Fidelity Wealth Management M&A Transaction Report – January 2024

March 4, 2024
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OneDigital To Acquire Wintrust’s Retirement Benefits Advisors Division

February 28, 2024
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Summit Partners with Garrett Perkins and Brad Werner & Co

February 28, 2024
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Mariner Acquires AndCo Consulting and Fourth Street

February 28, 2024
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LPL Financial to Acquire Atria

February 26, 2024
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ECHELON’s RIA M&A Deal Report for 2023: Mega-Trends Report

February 26, 2024
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DeVoe & Company Presents: RIA Acquisitions: Funding Solutions

February 26, 2024
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Kovitz Agrees to Acquire Telemus Capital

February 21, 2024
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OneDigital Acquires WealthSource Partners

February 21, 2024
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Evoke Wealth Merges with Maven Bridge Capital

February 21, 2024
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Buckingham Acquires Wasserman

February 14, 2024
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Trivium Point Mergers with Paradigm Financial and Lyons & Lyons

February 14, 2024
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Constellation Wealth Partners with Lido Advisors

February 13, 2024
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Wealth Partners and HGGC Acquire Minority Stake in True North

February 12, 2024
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MAI Capital Acquires Traverso Chambers

February 8, 2024
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Constellation Wealth Invests in Perigon Wealth

February 8, 2024
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CAPTRUST Acquires Engrave Wealth

February 5, 2024
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ECHELON RIA M&A DEAL REPORT – Q4 2023

February 5, 2024
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Dakota Wealth Acquires Ledge Wealth

February 5, 2024
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Mercer Global Acquires River Glen Wealth

January 31, 2024
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Hightower Invests in Capital Management Group

January 31, 2024
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MAI Capital Acquires WaterStone Investment Counsel

January 31, 2024
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Hub International Acquires Assets of Bienenfeld, Lasek and BLS Wealth

January 24, 2024
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MAI Capital Acquires Madison Wealth Management

January 24, 2024
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Advanced Retirement Strategies Joins Carson Partners

January 24, 2024
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MONECO Acquires Willow Investments

January 22, 2024
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WEG Acquired Foundational Wealth

January 22, 2024
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Aon to Acquire Wealthspire’s Parent NFP

January 22, 2024
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Waverly Advisors Acquires StrategIQ Financial Group

January 17, 2024
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Mariner Wealth Acquires Confluence Financial Planning

January 17, 2024
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Savant Wealth Acquires FirstWave Financial

January 17, 2024
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Mercer Global Acquires Transitions Wealth Management

January 17, 2024
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Wealth Enhancement Group Acquires Landmark Financial Advisors

January 12, 2024
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Exencial Wealth Acquires Weinheimer Wealth Management

January 12, 2024
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Wealth Enhancement Group Acquires Asset Management Resources

January 10, 2024
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LPL Acquires Minority Interest in Independent Advisor Alliance

January 10, 2024
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Edelman Acquires New England Pension Plan Systems

January 8, 2024
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Mercer Global Acquires Brighton Financial Planning

January 4, 2024
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Merit Acquires ClearBridge

December 27, 2023
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Cynosure Invests in Wellington-Altus

December 27, 2023
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Alltown Acquires Silicon Valley Wealth and Hall Private Wealth

December 27, 2023
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Dakota Wealth to Acquire C2C Wealth Management

December 22, 2023
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CAPTRUST Acquires Trutina Financial

December 22, 2023
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Summit Financial Acquires Minority Stake in Prostatis Financial

December 21, 2023
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Cornerstone Wealth Acquires Sutton Wealth Advisors

December 21, 2023
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Iconiq Growth Invests in Pontera

December 21, 2023
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Constellation Wealth Capital Invests in AlphaCore Wealth

December 18, 2023
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Mercer Global Acquires Paragon Wealth Strategies

December 18, 2023
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Creative Planning to Acquire Daniels + Tansey

December 13, 2023
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Perigon Acquires Wealth Advisors, Inc.

December 13, 2023
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Steward Partners Acquires Miller Family Wealth

December 7, 2023
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Curi Acquires Majority Stake in RMB Capital

December 7, 2023
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Wealth Enhancement Group Acquires Retirement Advisory Group

December 1, 2023
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Captrust Acquires Column Capital

December 1, 2023
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Beacon Pointe acquires Reed Finney Team and Private Capital Management

November 27, 2023
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Buckingham to Acquire Briggs and LifePlan

November 22, 2023
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Choreo Acquires BDO Wealth

November 15, 2023
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Mariner to Acquire Baystate

November 15, 2023
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Dakota Wealth to Acquire JMG Wealth Management

November 13, 2023
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Sequoia to Acquire M Capital Advisors

November 8, 2023
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Neuberger Bergman Acquires Stake in Merit Financial

November 8, 2023
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Beacon Pointe Acquires Private Capital Management

November 6, 2023
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Mercer Global Advisors Acquires Kingfisher Capital

November 6, 2023
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Steward Partners Acquires Sunshine Private Wealth

November 3, 2023
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Heritage Acquires Mangham

October 26, 2023
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Wealth Enhancement Group Acquires KCS

October 23, 2023
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Titan Wealth Acquires Prism Financial

October 18, 2023
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ECHELON RIA M&A Deal Report – Q3 2023

October 16, 2023
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Waverly Acquires SoundPath

October 12, 2023
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Creative Planning Acquires Kistler-Tiffany

October 9, 2023
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Edelman Acquires Alight Wealth

October 9, 2023
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Mesirow acquires Front Barnett

October 4, 2023
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NFP Acquires Divergent Wealth

October 4, 2023
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Bluespring Acquires Christopher Street

October 4, 2023
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Ironbark to Merge with Invest Blue

October 2, 2023
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Carlyle Acquires Minority Stake in CAPTRUST

October 2, 2023
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Johnson Financial Will Acquire The Appleton Group

October 2, 2023
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Soderberg Invests in Timothy James, Dartington, and Atherton

September 27, 2023
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OneDigital Acquires Triad Financial

September 27, 2023
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Modern Wealth Acquires Midwest Financial

September 25, 2023
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Dakota Wealth to Acquire Jonathan D. Pond

September 25, 2023
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Cetera Acquires Avantax

September 20, 2023
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Mercer Acquires Private Asset Management

September 18, 2023
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Long Ridge Invests in RFG Advisory

September 13, 2023
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Clayton Dubilier Acquires Focus Financial

September 13, 2023
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Goldman Sachs Announces Sale of Personal Financial Management Business

September 13, 2023
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Pensionmark Will Acquire Financial Solutions

September 11, 2023
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Rothschild Acquires Sentinus

September 6, 2023
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Verdence Capital Acquires Vantage Private Wealth

September 6, 2023
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TMI Holdings Merged with Argent

September 1, 2023
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CI Financial Acquires Coriel

September 1, 2023
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Progeny Group Acquires Fiscal Engineers

September 1, 2023
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Sequoia to Acquire Affinia

August 28, 2023
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Fidelity Investments Monthly Wealth Management Report – July 2023

August 28, 2023
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Fairport Wealth Acquires Wealth CMT

August 23, 2023
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Cetera Acquires Powell Financial Partners

August 23, 2023
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Bryn Mawr Capital Acquires Financial Advisors

August 21, 2023
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Mission Wealth Acquires BHJ

August 16, 2023
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Mercer Acquires Steward Wealth Management

August 16, 2023
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,

Seward & Kissel Presents: Life Cycle of an Asset Manager – Seeding, Selling, and Succession

August 14, 2023
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Adviser Investments Acquires Lejeune Puetz

August 9, 2023
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One Seven Partners with Callahan Financial

August 9, 2023
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Asset Management Group Joins MAI Capital

August 9, 2023
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Litman Gregory Acquires Wedgewood Partners’ Private Client Business

August 7, 2023
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DeVoe & Company Presents: Accelerating Your Firm’s Organic Growth

August 7, 2023
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Savant Acquires Raymond F. Book and Associates

August 2, 2023
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Pathstone To Acquire Veritable

July 31, 2023
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Mercer Global Acquires Day & Ennis

July 31, 2023
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DeVoe & Company Presents: M&A+ Succession Summit

July 31, 2023
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Cerity Merges with Lumina

July 27, 2023
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CAPTRUST Acquires Southern Wealth Management

July 27, 2023
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Allworth Acquires The Harvest Group

July 27, 2023
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Cerity Partners Merges with AJ Wealth

July 24, 2023
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Abry Partners Will Acquire Equity Interest in Prime Capital

July 24, 2023
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UBP Acquires Angel Japan

July 19, 2023
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Hightower Invests in GMS Surgent

July 19, 2023
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Emigrant Partners Invests in MONECO Advisors

July 17, 2023
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Republic Capital Group Presents: The Significant Opportunity Created by Wealth Management and CPA...

July 17, 2023
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Rosemont Invests in Landmark Management

July 17, 2023
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Crestwood Advisors Acquires Endurance Wealth Management

July 12, 2023
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OneDigital to Acquire Stonestreet Equity

July 12, 2023
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ECHELON RIA M&A Deal Report – Q2 2023

July 10, 2023
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NFP and Wealthspire Acquire Actuarial

July 10, 2023
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Merit Acquires Financial Analysts

July 7, 2023
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Carson Wealth Acquires Northwest Capital Management

July 5, 2023
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Savant Acquires The Relaxing Retirement Coach

July 5, 2023
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Captrust Acquires Omega Wealth Partners

June 30, 2023
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Hightower Invests in Meyer Capital Group

June 28, 2023
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Mercer Announces Acquisition of RMR Wealth Advisors

June 28, 2023
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Hightower Invests in Vigilant Wealth Management

June 26, 2023
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Creative Planning Acquires BerganKDV

June 26, 2023
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Hightower Invests in Boston Hill Advisors

June 21, 2023
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Mariner Wealth Acquires Spring

June 21, 2023
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Cetera Acquires The Retirement Planning Group

June 14, 2023
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MAI Capital Acquires Wiener Financial Management

June 14, 2023
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Tiedemann Acquires AL Wealth

June 12, 2023
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Stratos Acquires Majority Stake in BWM Financial

June 12, 2023
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CAPTRUST Acquires Aevitas Wealth

June 7, 2023
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Bain Capital, Abu Dhabi Investment Authority, and Others Invest in CI Private Wealth US

June 7, 2023
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Dakota Wealth Acquires Stillwater Investment Management

June 7, 2023
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Cresset Merges with True Capital Management

June 5, 2023
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Houlihan Lokey Wealth Management Market Update – Spring 2023

June 5, 2023
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Burnham Harbor Private Wealth Joins Sanctuary Wealth

May 31, 2023
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Pathstone to Acquire Brainard Capital

May 26, 2023
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Audax Invests in Congress Wealth Management

May 24, 2023
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Cerity Acquires Jurika, Mills & Keifer

May 22, 2023
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Modera Acquires Parsec

May 22, 2023
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Allworth Acquires McDaniel Knutson Financial

May 17, 2023
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Atria Acquires Grove Point Financial

May 17, 2023
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Wealth Management M&A: How important is product mix to the buyers in their evaluation of a wealth...

May 17, 2023
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CAPTRUST Acquires QA Wealth Management

May 15, 2023
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Modern Wealth Acquires Barber Financial, Osiwala Financial, and Financial Security

May 15, 2023
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Beacon Pointe Acquires YorkBridge

May 10, 2023
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Wealth Enhancement Group Acquires New Era Financial

May 10, 2023
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DeVoe & Company RIA M&A Deal Report – Q1 2023

May 8, 2023
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Carson Wealth Acquires Integrated Wealth

May 8, 2023
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OneDigital Acquires Huntington’s Retirement Advisory Business

May 3, 2023
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Rathbones Acquires Investec

May 3, 2023
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Wealth Management M&A: How do you send the right message to clients during the post-closing...

May 3, 2023
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Crestview Partners Invests in Modern Wealth

May 1, 2023
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Mercer Announces Acquisition of Andesa Financial Management

April 26, 2023
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EP Wealth Acquires Lehman & DeRafelo

April 26, 2023
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Perigon Acquires Stakeholders Capital

April 26, 2023
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ECHELON RIA M&A Deal Report – Q1 2023

April 24, 2023
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Mariner Acquires Goldfinch Wealth Management

April 19, 2023
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Focus Financial Acquires Westcourt Capital

April 19, 2023
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Wealth Management M&A: What does the landscape of buyers in the wealth management marketplace look...

April 19, 2023
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Wealth Enhancement Group Acquires Equius Partners

April 17, 2023
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Wealthspire to Purchase Heron Wealth

April 17, 2023
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CI Financial to Acquire Avalon Advisors

April 17, 2023
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Wealth Enhancement Group Acquires Prozan Financial

April 12, 2023
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GeoWealth Acquires First Ascent Asset Management

April 12, 2023
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Credent Wealth Acquires TruNorth and Miller Private Wealth

April 12, 2023
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Berkshire Global Advisors – 2023 Financial Services Industry Review

April 10, 2023
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Wealth Management M&A: When is the right time to engage an investment banker?

April 5, 2023
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Carson Wealth Acquires Shobe Financial

April 5, 2023
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First Citizens to Acquire SVB

April 3, 2023
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Prime Capital Acquires Cornerstone

April 3, 2023
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CAPTRUST Acquires Monroe Vos

April 3, 2023
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DeVoe & Company Presents: Selling your RIA

April 3, 2023
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Allworth Acquires One To One Financial

March 29, 2023
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Kelso and Lovell Minnick Invest in Pathstone

March 27, 2023
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Creative Planning Acquires Telarray Advisors

March 27, 2023
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Allworth Acquires RedRock

March 22, 2023
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Lazard Acquires Truvo Partners

March 22, 2023
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Cerity Merges with Gamble Jones

March 22, 2023
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Wealth Management M&A - How to command a higher valuation?

March 22, 2023
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Beacon Pointe Completes Five Acquisitions

March 15, 2023
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Integrated Partners Acquires Laurel Wealth

March 15, 2023
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DeVoe Alert Early 2023

March 13, 2023
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Mariner Wealth Acquires Walker Wealth

March 13, 2023
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Webinar: The Emotional Journey of RIA M&A

March 13, 2023
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Clayton Dubilier to Acquire Focus Financial

March 8, 2023
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Pathstone to Acquire Rex Capital Advisors

March 8, 2023
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When the deal closes - How do the acquiring firms help the target firms manage their business?

March 8, 2023
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Sequoia to Acquire Zeke

March 6, 2023
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Mercer Acquires Empyrion

March 6, 2023
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Hightower Invests in Bickling Financial

March 1, 2023
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,

Savant Acquires Capital Directions

March 1, 2023
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DeVoe The Heart of the Deal

February 27, 2023
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Cerity Acquires Maryland Capital

February 27, 2023
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Objectives of principal’s selling a stake in their firms and how various deal structures accomplish...

February 22, 2023
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Choreo Acquires GreerWalker Wealth

February 22, 2023
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Cetera Acquires Retail Wealth Business of Securian Financial

February 22, 2023
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TC Wealth Merges with EFG Advisors

February 22, 2023
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Sun Life Invests in Advisors Asset Management

February 15, 2023
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Canaccord to Acquire Canadian Private Wealth Business of Mercer Global

February 15, 2023
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Emigrant Invests in SteelPeak

February 13, 2023
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DeVoe & Company RIA M&A Deal Report – Q4 2022

February 13, 2023
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CD&R Bids to Acquire Focus Financial

February 8, 2023
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What is the landscape for wealth management M&A in the current environment?

February 8, 2023
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Parallel Advisors Acquires AUTUS Asset Management

February 6, 2023
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,

Prime Capital Partners with Earth Equity Advisors

February 6, 2023
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Lido Advisors Partners with Colorado Financial Management

February 1, 2023
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Carson Wealth Invests in White Ember

February 1, 2023
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Charles Schwab Acquires Family Wealth Alliance

February 1, 2023
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CAPTRUST Acquires TrustCore

January 30, 2023
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Stanhope Capital Group Acquires Arche Associates

January 30, 2023
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ECHELON RIA M&A Deal Report –2023

January 27, 2023
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Choreo Acquires Cherry Bekaert

January 25, 2023
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Lorne Park Acquires Stake in Promus

January 25, 2023
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GYL Financial Acquires Financial Partners Capital Management

January 25, 2023
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Snowden Lane Partners Obtains Credit Facility

January 23, 2023
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Prime Capital Acquires Stonnington Group

January 23, 2023
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Emigrant Invests in Dakota Wealth Management

January 20, 2023
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Spouting Rock Acquires Reinhart Partners

January 18, 2023
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Alera Acquires The Ascent Group

January 18, 2023
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Cerity Merges with Ashfield Capital

January 18, 2023
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Emigrant Invests in F.L. Putnam

January 13, 2023
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Wealth Enhancement Group Acquires BFS Wealth Management

January 13, 2023
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Waverly Acquires Sandifer

January 11, 2023
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AssetMark Acquires Adhesion Wealth

January 9, 2023
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DeVoe Annual RIA M&A Outlook

January 9, 2023
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Charles Schwab Acquires Minority Stake in Dynasty

January 4, 2023
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SageView Acquires Horsetooth

December 28, 2022
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Prime Capital Partners Acquires Liberty Wealth

December 28, 2022
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Modera Acquires Bernhardt

December 21, 2022
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Bluespring Acquires Goldstein

December 21, 2022
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SageView Acquires Lakeview

December 21, 2022
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Pathstone Acquires Willow Street

December 19, 2022
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Hightower Bellevue Merges with Sovereign

December 14, 2022
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Mercer Acquires Vintage

December 14, 2022
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Perennial Acquires Ford Financial

December 14, 2022
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Mariner Wealth to Purchase Hayes Financial

December 12, 2022
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Mercer Acquires Regis

December 7, 2022
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Davis & Seiley Joins HoyleCohen

December 7, 2022
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Wealthspire to Purchase Sage Financial Advisors

December 5, 2022
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Buckingham Acquires Clintsman

November 30, 2022
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Perigon Merges with PM Wealth

November 30, 2022
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Wealth Enhancement Group Acquires BTR Capital Management

November 28, 2022
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DeVoe RIA M&A Recap

November 21, 2022
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Fidelity Wealth Management M&A Transaction Report – October 2022

November 21, 2022
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Wealth Enhancement Group Acquires Scroggins

November 17, 2022
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ECHELON RIA M&A Deal Report – Q3 2022

November 14, 2022
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Wealth Enhancement Group Acquires Pinnacle

November 4, 2022
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Cerity Merges with Covington Capital

October 28, 2022
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Oak Hill Acquires Minority Stake in Kestra

October 28, 2022
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Merit Acquires Triad

October 28, 2022
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Wealth Enhancement Group Acquires Sadoff

October 26, 2022
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Valeas to Acquire Minority Stake in Sequoia

October 24, 2022
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BDT Merging with MSD

October 24, 2022
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Sun Life to Acquire Majority Stake in Advisors Asset Management

October 21, 2022
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Savant Acquires World Trend and Terry Lockridge & Dunn

October 19, 2022
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Kingswood to Acquire MMPI

October 19, 2022
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Mariner Wealth Acquires Executive

October 19, 2022
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Audax Invests in Harbourfront

October 17, 2022
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Ledn to Acquire Arxnovum Investments

October 14, 2022
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Edelman Acquires Herrmann & Cooke

October 14, 2022
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Fairport Wealth to Acquire Optimal Portfolio

October 14, 2022
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Allworth Acquires Muchler

October 12, 2022
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Evelyn Partners Acquires Arena Wealth

October 12, 2022
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Mercer Acquires Goldstein Munger

October 7, 2022
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Focus Financial Acquires FourThought

October 7, 2022
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NFP Acquires Newport

October 5, 2022
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Focus Acquires Beaumont

October 3, 2022
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Miracle Mile merges with Karp

September 26, 2022
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Buckingham to Acquire Dental Wealth Advisors

September 19, 2022
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Berkshire Global Advisors –2022 Midyear Report

September 19, 2022
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Equitable to Acquire Penn Investment Advisors

September 14, 2022
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Allworth Acquires Second Opinion

September 14, 2022
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Kudu Makes Minority Investment in Escalate

September 12, 2022
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Beacon Pointe Acquires Benchmark

September 7, 2022
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Hightower Invests in Highland

September 5, 2022
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Merit Acquires Mersberger

September 5, 2022
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Reverence to Acquire a Stake in Signature Estate

August 31, 2022
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Creative Planning Acquires Wipfli Financial Advisors

August 29, 2022
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Transform Wealth to Acquire Strategic Capital Advisers

August 29, 2022
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Clearstead to Acquire Scott Snow

August 29, 2022
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Alera Acquires Johnson Brunetti

August 24, 2022
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Mariner Wealth Acquires Heber Fuger Wendin

August 22, 2022
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Integrity Marketing Group to Acquire Gladstone Wealth

August 22, 2022
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Captrust Acquires Frontier

August 22, 2022
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Cary Street Acquires DHFB from Atlantic Union Bank

August 19, 2022
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MGO Merges with One Seven

August 17, 2022
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Edelman Financial Engines Acquires Smart Investor

August 15, 2022
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DeVoe & Company RIA M&A Deal Report – Q2 2022

August 15, 2022
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Echelon Hosts Ask the Experts Program

August 15, 2022
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Wealth Enhancement Group Acquires Titus

August 10, 2022
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Kingswood to Merge with Wentworth

August 8, 2022
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Houlihan Lokey - Summer 2022 Retirement Industry Overview

August 8, 2022
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Mariner Wealth Acquires The Financial Services Network

August 8, 2022
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MAI Partnering With Intersect Capital

August 8, 2022
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WA Asset Management Acquires BT Wealth

August 4, 2022
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Kudu Makes Minority Investment in GenTrust

August 1, 2022
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ECHELON RIA M&A Deal Report –2Q 2022

August 1, 2022
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Pro Ice Management Group Joins Cardinal Point

August 1, 2022
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Mariner to Acquire Corbenic

July 29, 2022
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Dakota to Acquire Loveless

July 28, 2022
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Pathstone to Acquire Dyson Capital Advisors

July 25, 2022
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DeVoe M&A+ Succession Summit Event

July 25, 2022
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Wealth Enhancement Group to Acquire Hawkins Wealth Management

July 25, 2022
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Mariner Acquires Emerson

July 22, 2022
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LPL Financial to Acquire Boenning & Scattergood

July 20, 2022
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Advisor Group Acquires American Portfolios

July 18, 2022
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Prime Capital Partners with Burns

July 13, 2022
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Cresset Merges with Meristem

July 11, 2022
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Sanctuary Secures Financing from Kennedy Lewis

July 11, 2022
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Mariner to Acquire Taylor Wealth

July 11, 2022
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SageView Acquires kPlans

July 6, 2022
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Lido to Acquire Enterprise

July 1, 2022
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Wealth Enhancement Group Acquires Kings Point

July 1, 2022
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Focus Financial to Partner with Icon Wealth

July 1, 2022
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Rockefeller Acquires Spearhead’s Wealth Management Business

June 29, 2022
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Creative Planning Acquires Rosen Capital Management

June 27, 2022
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AssetMark to Acquire Adhesion Wealth

June 27, 2022
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Orion to Acquire TownSquare

June 24, 2022
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Genstar Leads Recapitalization of Cerity

June 22, 2022
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Allworth Acquires UAS

June 22, 2022
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OneDigital Acquires TimeScale

June 20, 2022
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BKD to merge with Dixon Hughes Goodman

June 20, 2022
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Buckingham Merges with Grecu Capital

June 20, 2022
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Beacon Pointe partners with Duncan Financial and Goldstein Group

June 17, 2022
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Henry+Horne to Join InterOcean

June 10, 2022
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CI Financial Acquires Galapagos Partners

June 6, 2022
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Merchant Acquires Minority Stake in Argos

June 6, 2022
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Adviser Investments to Partner with Polaris

June 3, 2022
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Karn Couzens Joins Carson

May 25, 2022
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Cerity to Merge with Permit

May 18, 2022
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Emigrant Invests in Koda

May 16, 2022
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Focus to Partner with Octogone

May 11, 2022
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ECHELON RIA M&A Deal Report – Q1 2022

May 9, 2022
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Mercer Advisors Acquires HYA Advisors

May 9, 2022
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Stratos Acquires Minority Stake in Veritas Boston

May 2, 2022
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Simon Quick Acquires Red Hook

May 2, 2022
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WAAM to Acquire Clark Financial

April 27, 2022
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Ulrich Acquires Strategic Wealth

April 25, 2022
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Creative Planning Acquires Heritage Way

April 25, 2022
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Homrich Acquires Oakbridge

April 22, 2022
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RBC to Acquire Brewin Dolphin

April 20, 2022
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CI Financial Announces IPO

April 18, 2022
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Vistria Group Invests in Mather Group

April 18, 2022
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Creative Planning Acquires Keystone Wealth

April 18, 2022
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GSAM to Acquire NextCapital

April 15, 2022
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Goldman Sachs to Acquire NextCapital

April 13, 2022
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CI Financial to Acquire Assets of Eaton Vance

April 11, 2022
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Hightower Invests in Altium

April 11, 2022
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Stratos Wealth Acquires Minority Stake in Robert Patti’s Wealth Manager

April 7, 2022
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Creative Planning Acquires Emery Howard

April 4, 2022
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Allworth Acquires Horseman

April 1, 2022
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Gateway Financial Acquires Advisors’ Pride

March 30, 2022
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Fidelity M&A Transaction Report – February 2022

March 28, 2022
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Mercer Advisors Acquires Benemark

March 28, 2022
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Bluespring Wealth Acquires CD Wealth

March 28, 2022
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DeVoe Elevate Event

March 21, 2022
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Carlyle to Acquire CBAM

March 21, 2022
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Cerity Merges with Investec

March 21, 2022
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Merchant Acquires Minority Stake in CBA

March 18, 2022
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Aviva to Acquire Succession

March 16, 2022
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Stratos Acquires Majority Stake in NSC Asesores

March 14, 2022
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Cerity Merges with Daintree

March 14, 2022
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Blackstone Invests in ASK

March 14, 2022
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Buckingham to Acquire Lumia

March 11, 2022
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Creative Planning Acquires TDG

March 10, 2022
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Integrity Marketing Group Acquires Foschini

March 9, 2022
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Stratos Acquires Minority Stake in BWM

March 9, 2022
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Heightened Scrutiny of Private Equity: Effect on RIA Acquisition Market

March 7, 2022
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Mariner Wealth to Acquire Arbor Wealth

March 7, 2022
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Rosemont Acquires Minority Stake in Veris

March 4, 2022
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Allworth Acquires JFA

March 4, 2022
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Merchant Acquires Minority Stake in TruVestments

March 3, 2022
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CI Financial to Acquire Corient

March 2, 2022
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Mountain Capital Partners with Merchant

February 28, 2022
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Kingswood to Acquire Allotts Financial Services

February 28, 2022
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Merchant Acquires Minority Stake in RWA

February 25, 2022
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Beacon Pointe Acquires Altavista Wealth Management

February 24, 2022
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Merchant Acquires Minority Stake in Fusion Family Wealth

February 24, 2022
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Merchant Acquires Minority Stake in Inspirion

February 23, 2022
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Creative Planning Acquires JBJ Invest

February 21, 2022
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Envestnet Acquires Non-Controlling Stake in Ellevest

February 18, 2022
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SageView Acquires Capital One Investing’s Portfolio Assets

February 18, 2022
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HGGC and Wealth Partners Invest in Apella

February 18, 2022
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UBS to Acquire Wealthfront

February 16, 2022
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Bluespring Wealth Acquires Security Financial

February 16, 2022
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Dakota Wealth Acquires Pineno Levin

February 14, 2022
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Facet Raises $100 Million in Series C Round

February 11, 2022
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Merchant Partners with Southwestern Investment Group

February 11, 2022
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Baird Acquires Hefren-Tillotson

February 11, 2022
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NFP Merges Lenox and Wealthspire

February 9, 2022
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ECHELON RIA M&A Deal Report –2021

February 7, 2022
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Creative Planning Acquires Paradigm

February 7, 2022
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Beacon Pointe Acquires Five RIAs

February 3, 2022
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Captrust Acquires Crescent and New Market

February 2, 2022
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Creative Planning Acquires Reilly

January 31, 2022
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CI Financial to Acquire Northwood

January 28, 2022
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Merit Merges with Biltmore and Stone Creek

January 27, 2022
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Merchant and Summit to Make Strategic Investment in Fieldpoint

January 27, 2022
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Mercer Advisors Acquires Cordasco

January 26, 2022
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DeVoe & Company RIA M&A Deal Report – Q4 2021

January 24, 2022
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Republic Capital 2022 Emerging Leaders Awards

January 24, 2022
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Penfund Invests in Mariner

January 24, 2022
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Wealth Enhancement Group to Acquire The Gensler Group

January 21, 2022
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Parthenon to Acquire RSM US Wealth Management

January 21, 2022
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Laird Norton Merges with Wetherby

January 19, 2022
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Beacon Pointe Partners with Pacific Edge

January 14, 2022
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Mariner Acquires Cascadia

January 14, 2022
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Perigon Acquires Baker & Associates

January 13, 2022
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LGT to Acquire Crestone Wealth

January 12, 2022
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Hightower Acquires TC Wealth

January 10, 2022
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EP Wealth Acquires Mindful Money

January 10, 2022
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Canaccord Acquires PSW

January 7, 2022
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Wescott Financial Acquires Asset Planning Services

January 6, 2022
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CI Financial to Acquire Columbia Pacific

January 5, 2022
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WEG Acquires Vivid

December 31, 2021
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Merchant Acquires Stake in Brainvest

December 29, 2021
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MAI Acquires Queens Oak Advisors

December 29, 2021
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Hightower Acquires Stake in 6 Meridian

December 27, 2021
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Everest Prices Initial Public Offering

December 27, 2021
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MAI Acquires Hochman Cole

December 23, 2021
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Bluespring Wealth Acquires Capital Planning

December 22, 2021
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Emigrant Partners Acquires Minority Interest in Beaird Harris

December 20, 2021
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CI Financial to Acquire RegentAtlantic

December 20, 2021
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Altamont Invests in Horizon

December 17, 2021
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Captrust Acquires RINET

December 16, 2021
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Hightower Acquires Stake in Clear Perspective

December 16, 2021
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Focus to Partner with Cassady

December 15, 2021
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Focus to Partner with Alley Company

December 15, 2021
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CI Private Wealth Acquires Matrix

December 13, 2021
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Aspiriant Merges with HearthStone

December 13, 2021
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Mariner Wealth to Acquire Robinson, Tigue, Sponcil

December 13, 2021
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Creative Planning Acquires Dashboard

December 10, 2021
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WEG Acquires Cardan

December 10, 2021
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Beacon Pointe Partners with Rosenthal

December 10, 2021
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Wealthspire to Acquire Private Ocean

December 10, 2021
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RGT Acquires Odyssey

December 10, 2021
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Savant Acquires Filbrandt

December 10, 2021
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Cerity to Merge with Bingham, Osborne & Scarborough

December 6, 2021
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Mariner Wealth to Acquire Savant Investment

December 6, 2021
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Warren Averett Partners With Wealth Partners Capital and HGGC

December 6, 2021
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The Colony Group to Acquire Derby & Company

December 2, 2021
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Wipfli To Acquire Redwood

December 2, 2021
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Lockton to Partner with Creative Planning

December 1, 2021
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Sequoia to Acquire NCA Financial Planners

November 29, 2021
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CI Financial to Acquire Gofen and Glossberg

November 29, 2021
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Bravura Capital invests in Venturi

November 29, 2021
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Allworth Financial to Partner with RG Capital

November 24, 2021
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Allworth Financial to Partner with DeGreen

November 24, 2021
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Pure Financial to Acquire Kaufman Kampe

November 22, 2021
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IDB Bank and Lido Advisors Announce Joint Venture

November 22, 2021
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Fiducian to Acquire People’s Choice Financial Planning Business

November 22, 2021
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Savant Receives Strategic Investment from Kelso

November 18, 2021
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Focus to Partner with Mosaic Family Wealth

November 17, 2021
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Dakota Wealth Acquires American Capital

November 12, 2021
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Mercer Advisors Acquires Lake Point

November 12, 2021
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Mariner Wealth Acquires Barley Mill Asset Management

November 11, 2021
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Hightower Acquires Stake in Bluerock

November 10, 2021
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DeVoe & Company RIA M&A Deal Report – Q3 2021

November 8, 2021
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Bluespring Wealth Acquires Ritter Daniher

November 5, 2021
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Fairport Wealth Acquires FMA Advisory

November 4, 2021
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WEG to Acquire TWEG

November 3, 2021
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WEG to partner with Carroll Financial

November 3, 2021
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WEG to Acquire QCI

November 1, 2021
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Captrust Acquires Covenant

November 1, 2021
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ECHELON RIA M&A Deal Report – Q3 2021

November 1, 2021
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Apella to Partner with Wealth Partners Capital Group

October 29, 2021
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Wealthspire to Acquire Private Capital Group

October 29, 2021
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Flexpoint to Acquire Clearstead

October 29, 2021
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Hub International Acquires Millennium

October 28, 2021
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Hightower Invests in Alexandria Capital

October 27, 2021
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Hightower to Invest in Landsberg Bennett

October 27, 2021
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CI Financial to Acquire McCutchen

October 25, 2021
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Connectus to Acquire NorthCoast

October 25, 2021
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Mariner Wealth to Acquire FCG Advisors

October 25, 2021
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EP Wealth Acquires Homewood

October 22, 2021
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Cresset Merges with Berman Capital Advisors

October 22, 2021
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Beacon Pointe Acquires Stonegate

October 21, 2021
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Allworth Acquires Novak

October 21, 2021
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Focus to Acquire NEIRG

October 20, 2021
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Sanctuary Wealth Acquires a Stake in InnoVise

October 18, 2021
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CI Financial Acquires Portola

October 18, 2021
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Integrity Marketing Group Acquires WealthFirm

October 15, 2021
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GYL Financial Synergies to acquire Wechter Feldman

October 15, 2021
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Coldstream Merges with Rosenbaum Financial

October 14, 2021
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Bluespring Wealth Acquires Hedeker Wealth

October 13, 2021
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Mariner Wealth to Acquire Pinnacle Group

October 12, 2021
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Buckingham to Acquire The Planned Approach

October 12, 2021
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Buckingham Strategic Wealth to Acquire Siena Capital

October 7, 2021
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WEG Partners with Walnut Creek

October 7, 2021
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Hightower Advisors to Invest in Investment Security Group

October 7, 2021
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Simplicity Acquires Sawtooth

October 4, 2021
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MAI Capital Acquires Geier Asset Management

October 1, 2021
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Focus to Partner with Cardinal Point

September 30, 2021
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LeoGroup Merges with Capital and BFT Financial

September 29, 2021
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TRIA Capital Acquires Minority Interest in Modera Wealth

September 29, 2021
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,

Tiedemann and Alvarium to Combine with Cartesian Growth

September 27, 2021
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Beacon Pointe Acquires Northstar

September 23, 2021
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Avantax to Acquire Headquarters Advisory Group

September 22, 2021
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,

Tiedemann Group and Alvarium Investments Announce Transaction to Form Alvarium Tiedemann Holdings

September 20, 2021
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Kudu Acquires Minority Interest in Douglass Winthrop

September 20, 2021
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Nesvold Acquires Minority Interest in Republic Capital

September 20, 2021
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Onex to Invest in WEG

September 20, 2021
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Colony Group to Acquire Legacy Wealth

September 16, 2021
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CI Financial to Acquire Budros, Ruhlin & Roe

September 15, 2021
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Focus to Partner with Ancora

September 13, 2021
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DeVoe M&A+ Succession Summit

September 13, 2021
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Merit Financial Acquires Consilium

September 10, 2021
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Webinar: Clearing the Path to Securing Capital

September 3, 2021
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WEG Acquires Serafini

September 2, 2021
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Hightower Acquires Farr, Miller & Washington

September 1, 2021
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Merchant Acquires Stake in Concurrent

August 30, 2021
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Savant to Acquire Treybourne Wealth

August 27, 2021
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LGT to Acquire Minority Stake in LIQID

August 26, 2021
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Mariner Wealth to Acquire Channel Islands

August 25, 2021
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Mariner Wealth to Acquire AdvicePeriod

August 20, 2021
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New Mountain Invests in Homrich Berg

August 9, 2021
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WEG Acquires Oakwood

August 4, 2021
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Emigrant Partners Acquires Minority Interest in Gerber Taylor

August 2, 2021
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Emigrant Partners Acquires Minority Interest in Verdence Capital

July 26, 2021
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Dakota Wealth to Acquire Persimmon

July 16, 2021
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Colony Group to Acquire New Providence

July 15, 2021
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Captrust Acquires Stewardship

July 12, 2021
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Steward Partners Secures Pritzker Investment

June 24, 2021
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WEG to Acquire MACRO Consulting

June 23, 2021
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WEG to Acquire Hoover Financial

June 18, 2021
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CI Financial to Acquire Dowling & Yahnke

May 24, 2021
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MAI Acquires MWM Investment

May 12, 2021
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Sequoia and Wealthstone to Merge

April 26, 2021
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Mercer Acquires Epstein & White

March 29, 2021
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CI Financial to Acquire Majority Stake in Brightworth

March 22, 2021
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Axiom Financial to Partner with Merchant

March 18, 2021
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,

On March 9, 2021, Seward & Kissel client iM Global Partner SAS announced that it will acquire...

March 15, 2021
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