RIAs & Financial Advisors
Wealth Enhancement Buys $462M RIA
Wealth Enhancement has marked its entry into the Alabama market with its acquisition of r...Read more
InvestCorp Purchases Majority Stake in $3B Minnesota RIA
Investcorp has bought a majority stake in a $3 billion Minnesota-base...Read more
Wealth Enhancement Acquires $592M Illinois RIA
Wealth Enhancement has scooped up an Illinois-based independent registered investment advisory firm...Read more
Allocate, VanEck Partner to Expand Private Markets Access for Wealth Channel
Allocate has partnered with VanEck to expand access to private market strategies for financial advi...Read more
Summit Financial Acquires Two RIAs, Adding $520M in Combined Assets
Summit Financial Holdings has acquired two registered investment advisory firms, adding $520 m...Read more
Corient to Acquire $21B Summit Trail Advisors
Corient announced it will acquire Summit Trail Advisors, a New York-based registered investment adv...Read more
Janus Henderson’s AltsABF Fund Tops $350M in Seed Capital After GE Pension Investment
Janus Henderson, alongside its affiliates Victory Park Capital (VPC) and Privacore Capital, has sec...Read more
Scale Becomes the New Currency in RIA M&A
The RIA M&A market remained on a record-setting pace in the second quarter despite moderating f...Read more
Grant Thornton Advisors to Acquire CBIZ in $5B All-Cash Deal
Grant Thornton Advisors LLC has agreed to acquire CBIZ Inc. in an all-cash transaction valued at $5...Read more