RIA M&A

PE is piling into the space because of its recurring fee-based revenue and explosive growth trajectory.

May 13, 2025

A new breed of investors is stepping in to fuel RIA growth for advisors looking to build rather than retire.

October 10, 2024

Better valuations and ease of integration make mid-sized deals a sweet spot.

August 22, 2024

Younger consumers are shunning professional advice while AI looms on the horizon to challenge the value of human advice.

October 10, 2023

The deal adds approximately $250 million in client assets and marks Waverly’s second office in Maryland.

June 3, 2026

Meridian Wealth Advisors is a fee-only registered investment adviser based in Albuquerque, N.M.

June 2, 2026

SACMGT provides customized investment management and financial planning services to ultra-high-net-worth families, institutions and family offices.

June 1, 2026

Synthesis Wealth Planning is a Kestra Financial-affiliated wealth management firm headquartered in Morristown, N.J.

May 20, 2026

The transaction will expand Corient’s presence into Oklahoma for the first time.

May 13, 2026

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