Succession Planning/Advisor M&A

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Lincoln Team With $615M AUM Joins LPL In Atlanta

by FA Staff

The five-member advisory team has launched Wealthstead Financial Advisors.

Family Advisor Team With $290M AUM Leaves Baird For Raymond James

by FA Staff

Schmidt Wealth Advisors of Raymond James operates in Fort Wayne.

Commonwealth Grabs $630M Ex-Osaic Team In Arizona

by FA Staff

Krueger Financial Services, a nine-member team, will operate in Tempe, Ariz.

Corient Acquires New RIAs With A Total Of Almost $6 Billion In Assets

by FA Staff

The deals come amid the firm's record growth to $500 billion in AUM in the second quarter.

DeVoe Tracks Strong Q2 For Advisory M&A Activity

by

Wealth Enhancement Group once again led the industry with seven acquisitions in the first half of the year.

Wealth Team Exits Morgan Stanley To Found Minn. RIA

by

Bearing Point Capital was previously Morgan Stanley's first private wealth team in Minnesota.

Sequoia Financial Buys Connecticut Firm With $405M In AUM

by FA Staff

Karpas Strategies is the sixth acquisition for Sequoia since 2023. The firm has $19.3 billion in AUM.

Robertson Stephens Acquires $530M RIA in Denver

by FA Staff

The acquisition of Ratio Wealth Group is its fourth this year.

F.L. Putnam Buys Three RIAs, Adds $1.25B AUM

by FA Staff

The deals add 450 clients to Putnam's roster.

KKR To Buy Janney Montgomery Scott From Penn Mutual

by FA Staff

Janney oversees over $150 billion in assets under administration and has more than 900 advisors.

Former $250M LPL Team Joins Ameriprise

by FA Staff

Monumental Financial Planning of Washington, D.C., is headed by John Cortale.

Private Equity Has Strong Presence In RIA M&A Deals, Echelon Says

by

The pace of deals this year is on track to exceed 2023's total, a new report says.

Focus Folds Gratus Into Colony Group

by FA Staff

Gratus, an Atlanta firm, has $3.8 billion in AUM.

World Investment Advisors Buys $3.5B AUM Mass. RIA

by

It's the third acquisition in the past nine months for the firm formerly known as Pensionmark Financial Group.

RBC Recruits $640M Merrill Lifer In N.J.

by FA Staff

David Callot, a 32-year veteran of Merrill Lynch, operates the Callot Wealth Management Group in Paramus, N.J.

Companies Are Ditching Golf For Pickleball To Get Deals Done

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A growing number are finding that pickleball saves them time and money.

Don't Look Now, But Your Valuation Is Slipping

by

Savvy acquirers are learning to value the long-term profitability of client relationships.

Growth: Time To Point Some Fingers

by

More growth in our industry means having some accountability.

Wealth Enhancement Group Acquires $272M Utah Firm Rock House

by FA Staff

It's the third acquisition announced by the Minneapolis giant this month.

Bain, Reverence Ink $3.5 Billion Deal For Envestnet

by ,

BlackRock, Fidelity, Franklin Templeton and State Street have all agreed to invest in the transaction.

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