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Data & Tools · RIA M&A

The RIA Deal Tracker

Every deal, team lift-out and breakaway our newsroom verifies, linked to the coverage that explains it.

3,782 transactions · updated Oct 26

Transactions on record
3,782
de-duplicated, verified
Largest disclosed
$3.5B
reported assets, in this view
Closed
41 of 199
in this view
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RIA deals, lift-outs and breakaways. Sorted by Date, newest first.
PartiesTypeDateSizeCoverage
Rockefeller · 25 Commerce Park · EastGroup PropertiesClosed · Oct 26, 2026 · $95MClosed$95MStory: EastGroup buys Denver industrial park for $95M
Origin Investments · Mill Creek ResidentialAnnounced · Oct 26, 2026Announced—Story: Origin and Mill Creek plan 190-unit Scottsdale OZ project
Roxborough Group · Pacific Urban InvestorsClosed · Oct 26, 2026 · $109MClosed$109MStory: Roxborough Group buys Fremont apartments at $444,500 per unit
CrowdProperty · ColCap Financial UKAnnounced · Oct 26, 2026 · $100MAnnounced$100MStory: CrowdProperty signs £100m ColCap Financial UK forward flow
BlackRock · Akaysha EnergyClosed · Oct 26, 2026 · $1.2BClosed$1.2BStory: BlackRock-owned Akaysha refinances four batteries with A$1.75bn
MicrosoftClosed · Oct 26, 2026Closed—Story: Microsoft buys 37 Ohio acres for $6.65 million
Osaic · Freehold Wealth Management · Stifel Independent AdvisorsTeam lift-out · Oct 26, 2026 · $576Team lift-out$576
Man Group · Meiji YasudaAnnounced · Oct 26, 2026 · $1.3BAnnounced$1.3BStory: Meiji Yasuda plans ¥200 billion Man Group commitment
Kao Data · CommonAIAnnounced · Oct 26, 2026Announced—Story: Kao Data to host ARIA-funded AI inference lab at Harlow
Frost Investment ServicesTeam lift-out · Oct 26, 2026 · team of 3Team lift-outteam of 3
Osaic · Mary Steele · Stifel Independent Advisors · Freehold Wealth ManagementTeam lift-out · Oct 26, 2026 · $576MTeam lift-out$576M
Osaic · John Boyle · Stifel Independent Advisors · Freehold Wealth ManagementTeam lift-out · Oct 26, 2026 · $576MTeam lift-out$576M
Osaic · Stifel Independent Advisors · Cynthia "Cindy" Boyle · Freehold Wealth ManagementTeam lift-out · Oct 26, 2026 · $576MTeam lift-out$576M
Osaic · Stifel Independent Advisors · Jerry Pyles · Freehold Wealth ManagementTeam lift-out · Oct 26, 2026 · $576MTeam lift-out$576M
Osaic · Stifel Independent Advisors · Michael Wiseman · Freehold Wealth ManagementTeam lift-out · Oct 26, 2026 · $576MTeam lift-out$576M
Osaic · Mark Bloomer · Stifel Independent Advisors · Freehold Wealth ManagementTeam lift-out · Oct 26, 2026 · $576MTeam lift-out$576M
Osaic · Stifel Independent Advisors · James Thornton · Freehold Wealth ManagementTeam lift-out · Oct 26, 2026 · $576MTeam lift-out$576M
Osaic · Stifel Independent Advisors · Shelley Strobel-Erhardt · Freehold Wealth ManagementTeam lift-out · Oct 26, 2026 · $576MTeam lift-out$576M
Osaic · James A. Costabile · ICG next · LPL FinancialTeam lift-out · Oct 26, 2026 · $2.3BTeam lift-out$2.3B
Mount Logan Management · AFA Asset Based Lending Fund · Alternative Fund AdvisorsAnnounced · Oct 26, 2026 · $460Announced$460Story: Mount Logan to advise $230M AFA lending fund
Ken Griffin · Rudin · Vornado Realty TrustAnnounced · Oct 25, 2026 · $3.3BAnnounced$3.3BStory: 350 Park Avenue tower secures $3.3B construction financing
RBC Wealth Management · UBS · Max Freed · Nepa/SuscoTeam lift-out · Oct 25, 2026 · team of 5Team lift-outteam of 5
RBC Wealth Management · UBS · Karen Venneri · Nepa/SuscoTeam lift-out · Oct 25, 2026 · team of 5Team lift-outteam of 5
RBC Wealth Management · UBS · Julia Munchel · Nepa/SuscoTeam lift-out · Oct 25, 2026 · team of 5Team lift-outteam of 5
RBC Wealth Management · UBS · Nepa/Susco · Jennifer SuscoTeam lift-out · Oct 25, 2026 · team of 5Team lift-outteam of 5

26–50 of the 199 shown · 3,782 in all

Sizes are reported assets; undisclosed sizes sort last. Coverage links a deal’s own story when it has one.

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