Panel Discussion: The Current State of the RIA M&A Market
April 2, 2020
Steven Levitt, Park Sutton Advisors
Sponsored by Oak Street Funding, Mercer Advisors and Park Sutton Advisors
December 5, 2023
Mercer Advisors Acquires Paragon Wealth Strategies, LLC
October 24, 2023
Golden Gate to Garden State: Beacon Pointe Closes Two More Deals
August 29, 2023
Financial Solutions Joins Pensionmark as a World Insurance Associates LLC Company
August 11, 2023
WSFS Announces Market Expansion for Bryn Mawr Capital Management
July 5, 2023
Cerity Partners Welcomes AJ Wealth
July 5, 2023
Mercer Advisors Acquires Day & Ennis, LLC Expanding Mercer Advisors’ Georgia Presence
June 8, 2023
Wealthspire to acquire $1bn Virginia RIA
April 24, 2023
QA Wealth Management Joins CAPTRUST
March 24, 2023
Why RIA aggregators are being ‘careful and deliberate’
January 3, 2023
Prime Capital Investment Advisors Acquires Stonnington Group
December 19, 2022
Prime Capital Investment Advisors Acquires Liberty Wealth Advisors
November 17, 2022
Wealth Enhancement Group buys $1bn Bay Area RIA
October 11, 2022
‘It’s still a seller’s market’: Top RIA banker on the state of M&A
October 6, 2022
Why RIAs love buying accounting firms
October 5, 2022
Mercer Advisors Acquires The Asset Advisory Group, Inc. Expanding Mercer Advisors’ Ohio Presence
August 1, 2022
Alera continues aggressive growth, adding Connecticut RIA
June 30, 2022
Prime Capital Investment Advisors Adds More Than $1B With Twin Acquisitions
June 29, 2022
Burns Estate Planning & Wealth Advisors is joining Prime Capital at the end of the quarter.
June 3, 2022
Creative Planning enters Massachusetts with $755m RIA buy
June 2, 2022
Mariner Wealth Advisors Adds Taylor Wealth Management Partners to Its Latest Roster of Acquisitions
May 25, 2022
Waller Helms Advisors to acquire Park Sutton Advisors
April 12, 2022
Creative Planning buys Keystone Wealth Partners, an Arizona RIA with a knack for radio.
April 7, 2022
$8bn Mather Group sells majority stake to PE Firm Vistria.
April 6, 2022
PE Firm Vistria Acquires Majority of RIA Mather Group.
April 6, 2022
The Mather Group, LLC and The Vistria Group announced partnership and recapitalization.
March 31, 2022
Hightower stakes $2.7 bn RIA Altium.
March 31, 2022
Hightower makes strategic investment in Altium Wealth Management.
February 22, 2022
Cerity Partners strikes deal with $1B Houston RIA.
February 17, 2022
RIAs hook up on M&A advisory in and outside of wealth management.
February 7, 2022
CI Financial’s US expansion is a Canadian success story.
February 1, 2022
January 4, 2022
Creative Planning acquires Berno Financial Management.
January 5, 2022
Merger of Cerity Partners and Brouwer & Janachowski, LLC creates $45 Billion wealth management firm.
January 5, 2022
Mariner Wealth Advisors acquires Granite Investment Advisors.
December 16, 2021
Prime Capital Investment Advisors to join forces with Financial Network Limited.
December 15, 2021
Prime Capital Investment Advisors partners with 20/20 Financial Advisors.
December 13, 2021
MAI Capital Management acquires Queens Oak Advisors.
December 8, 2021
December 8, 2021
CAPTRUST adds eighth firm in 2021: RINET.
October 20, 2021
Mercer acquires Lake Point Advisory Group, a Dallas firm with about $700 Million AUM.
September 23, 2021
Mariner buys $2.7 Billion FCG Advisors.
August 11, 2021
July 21, 2021
July 1, 2021
Peapack Private Wealth Management acquires Princeton Portfolio Strategies Group.
June 30, 2021
Sageview Advisory Group grows in the west with acquisition of MJM401K.
June 9, 2021
CAPTRUST adds Georgia-based Stewardship Financial Advisors.
June 3, 2021
May 13, 2021
United Community Banks, Inc. announces acquisition of FinTrust Capital Partners, LLC.
April 30, 2021
Behind the RIA’s purchase of Dallas-based Wealthstreet Investment Advisors.
April 30, 2021
April 1, 2021
Beacon Pointe buys $1.2bn Dallas RIA in biggest deal yet.
March 10, 2021
Acquisition of Epstein & White Financial, LLC, expands Mercer Advisors’ presence in California.
March 8, 2021
Wells Fargo unit sale hailed as opportunity
March 8, 2021
Focus Adds Partner Firm as Other PE-Backed Buyers Strike.
March 2, 2021
January 14, 2021
WEG to top $27 bn with purchase of Reby Advisors.
January 12, 2021
Ex-Fiduciary Network execs buy into $4.4bn RIA.
January 12, 2021
‘Some people rushed’: Behind the recent surge in RIA M&A.
March 23, 2020
RIA Mergers Continue But Coronavirus Slowdown Likely
January 22, 2020
RIA Sellers Overvalue Their Firms, According to Fidelity Report.