RIAs & Financial Advisors
Carlyle to Acquire Invesco’s Intelliflo for $200M
Carlyle Group, an investment firm, will purchase Invesco’s investment management and financial pl...Read more
Advisor Race to Capture HNW Assets Intensifies as Industry Set to Top $30T by 2028
Wealth creation and concentration among high-net-worth (HNW) households has accelerated, pushing we...Read more
Templum, FusionIQ Partner to Expand Private Markets Access for RIAs
Templum and FusionIQ have announced a new partnership that will give FusionIQ users streamlined acc...Read more
Morgan Stanley and Merrill Lynch Breakaways Form Longleaf Capital Group with $2B in Assets
Two veteran advisory teams from Morgan Stanley and Merrill Lynch have combined to launch Longleaf C...Read more
MAI Capital to Acquire Evoke Advisors, Creating $60B RIA Powerhouse
MAI Capital Management has agreed to acquire Los Angeles-based Evoke Advisors, a $27 billion RIA, i...Read more
Sequoia Financial to Acquire $430M The Martin Worley Group
Sequoia Financial Group, LLC has agreed to acquire The Martin Worley Group (MWG), a Cottonwood Heig...Read more
RIA M&A Hits Record Pace in First Half of 2025
A large segment of RIA founders is approaching retirement age, creating a steady pipeline of firms ...Read more
Mariner to Acquire Two RIAs and $5B Consulting Firm
Mariner Wealth Advisors has added two RIAs and one consulting firm in its latest mass acquisition r...Read more
Homrich Berg Rebrands as HB Wealth, Signaling Next Phase of Growth
Homrich Berg Wealth Management has unveiled a refreshed brand identity under the new name HB Wealth...Read more