RIAs

Private Equity Tightens Its Grip on the RIA Gold Rush

What was once a fragmented, founder-led industry is increasingly steered by institutional capital chasing scale, succession opportunities and steady fee revenue.

February 26, 2026

Private Equity

Reverence Capital Targets $2.75B Fund as PE Deepens Push Into Finance

Reverence Capital is scaling up its financial sector strategy amid record RIA deal activity and growing institutional demand for middle-market exposure.

November 12, 2025

Private Equity

PE’s Retail Push Alarms Institutional Investors

Trillions in retail wealth are up for grabs. Private market firms are racing to claim it.

November 6, 2025

Private Equity

Secondaries Edge: New Firms Emerge in GP Stakes for Wealth, Credit Secondaries

Institutional capital is flowing into the next generation of private markets, with insurers leading the charge into RIA investing and private credit secondaries.

November 5, 2025

Financial Services

Caprock Buys Venturi Private Wealth

The acquisition strengthens Caprock's presence in Austin and Oklahoma City while expanding its family office capabilities for ultra-high-net-worth clients.

July 14, 2026

Financial Services

Carson Group Buys Pinnacle Wealth Management

The team will join the Carson Wealth brand and operate from the firm's Roseville, Calif., office, bringing approximately $236 million in advisory and brokerage assets.

July 10, 2026

Financial Services

GCG Advisory Partners Adds Head Investment Partners

Head Investment Partners is a Tennessee-based wealth management firm serving clients across the southeast.

June 26, 2026

Dynasty Financial Partners Appoints Former MLB Player Matthew LaPorta

Matthew LaPorta has been named as its newest executive-in-residence.

June 26, 2026

Financial Services

Bluespring Wealth Buys Element Wealth Advisors

Element Wealth Advisors is a financial planning and wealth management firm serving individuals, families, retirees and business owners.

June 25, 2026

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