M&As

Wealth Enhancement Expands Midwest Footprint with Acquisition of Guidance Wealth
Wealth Enhancement has acquired Guidance Wealth, a 14-year-old independent registered inv...Read more
Ex-UBS Duo with $6B AUM Launches RIA 71 West Capital Partners
A pair of advisors have left UBS Financial Services, where they collectively managed...Read more
Insigneo Nabs $6B The Americas Financial Group from Raymond James
Wealth manager Insigneo has added a $6 billion Miami-based wealth management fi...Read more
RBC Wealth Management Draws $1.2B Ex-UBS Team
RBC Wealth Management has lured a five-person team that oversees $1.2 billion in client a...Read more
HBT Financial to Acquire CNB Bank Shares in $170M Deal
HBT Financial Inc., the holding company for Heartland Bank and Trust Company, has a...Read more
Mercer Advisors Acquires CA Tax Firm Beach Freeman Lim & Cleland
Mercer Global Advisors has acquired a Southern California-based tax practice, marking the...Read more
United Capital Acquires $4B RIA Apexium Financial
United Capital Financial Advisors has acquired Apexium Financial LP, a multi-region ...Read more
Wealthspire Advisors Acquires $176M RIA
Wealthspire Advisors has added a New Jersey-based registered investment advisory firm, marking ...Read more
Dakota Wealth Management Purchases $455M Delaware RIA
Dakota Wealth Management has acquired Delaware-based Lokken Investment Group, a...Read more