RIAs & Financial Advisors
PE Firm Kelso & Company Takes Minority Stake in $80B UHNW-Focused RIA Pathstone
Kelso & Company has acquired a minority interest in Lovell Minnick Partners (LMP)-backed Pathst...Read more
KKR-Backed Beacon Pointe Advisors Buys Five RIAs, Adds $1.5B to Client Book
Newport Beach, CA Beacon Pointe Advisors, the largest female-led registered investment advisor (RIA...Read more
Flexpoint Ford-Backed Clearstead Boosts Southwest Prescence with Avalon Trust Purchase
Clearstead Advisors, a financial advisory firm focused on high-net-worth and institutional clients ...Read more
RIA M&A Activity Hit Record Highs in 2022, But Is a Slow Down Ahead?
M&A activity has been hampered in many sectors in 2022, but it remained unbridled in the invest...Read more
Integrated Partners Buys $2.25B Southern California RIA Laurel Wealth Advisors
Integrated Partners, a financial planning and registered investment advisor has acquired Laurel Wea...Read more
Oil & Gas Focused Morgan Stanley Team Joins $6B Texas Wealth Manager
An eight-person Morgan Stanley Wealth Management team that oversaw $715 million in assets is seekin...Read more
Wealth Manager Pathstone Buys $1.5B RIA Rex Capital Advisors
Pathstone, an Englewood, NJ-based partner-owned wealth manager, has acquired Rex Capital Advisors, ...Read more
Savant Buys $3.3B Atlanta-Based RIA Capital Directions in Largest Deal to Date
Fee-only registered investment advisor (RIA) Savant Wealth Management has purchased Capital Directi...Read more
Private Wealth Asset Management Adds $1B US Bank Veterans
Private bank veterans Jeff Steiner and Tim Durbin, who previously managed about $1 billion in asset...Read more