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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.

3,863 transactions · updated Oct 28

Transactions on record
3,863
de-duplicated, verified
Largest disclosed
$5B
reported assets, in this view
Closed
43 of 200
in this view
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RIA deals, lift-outs and breakaways. Sorted by Parties, Z to A.
PartiesTypeDateSizeCoverage
Truist Investment Services · Erin Powers-Westendorf · Brown, Taylor, Shaw & Associates · Pinnacle Asset ManagementTeam lift-out · Oct 25, 2026 · team of 4Team lift-outteam of 4
Truist Investment Services · Darrell Brown · Raymond James Financial Services (Pinnacle Asset Management) · Brown, Taylor, Shaw & AssociatesTeam lift-out · Oct 25, 2026 · team of 4Team lift-outteam of 4
Truist Investment Services · Darrell Brown · Brown, Taylor, Shaw & Associates · Pinnacle Asset ManagementTeam lift-out · Oct 25, 2026 · team of 4Team lift-outteam of 4
Truist · Carmel PartnersAnnounced · Oct 27, 2026 · $152MAnnounced$152MStory: Truist lends $152M for 390-unit Long Beach apartments
Tree Line Capital Partners · LGT Capital Partners · PGIMClosed · Oct 28, 2026 · $680MClosed$680MStory: Tree Line closes $680m continuation vehicle with PGIM and LGT
TPG · Ark Data Centres · Elliott Investment ManagementRumored · Oct 28, 2026 · $5BRumored$5BStory: TPG in talks to buy Ark Data Centres for $5 billion
Tishman Speyer · Shorenstein PropertiesClosed · Oct 27, 2026 · $133MClosed$133MStory: Shorenstein pays $866 psf for SoHo office in $132.5M Tishman sale
The Schirm Firm · Byline BankClosed · Oct 27, 2026 · $18Closed$18Story: Byline Bank lends $17.5M on Columbus multifamily buy
The OSWALD, FLAHARTY & INMAN teamTeam lift-out · Oct 28, 2026 · team of 3Team lift-outteam of 3
The OSWALD, FLAHARTY & INMAN teamTeam lift-out · Oct 28, 2026 · team of 3Team lift-outteam of 3
The OSWALD, FLAHARTY & INMAN teamTeam lift-out · Oct 28, 2026 · team of 3Team lift-outteam of 3
The OSWALD, FLAHARTY & INMAN teamTeam lift-out · Oct 28, 2026 · team of 3Team lift-outteam of 3
The Mandalay Towers · Parmenter Realty PartnersAnnounced · Oct 23, 2026Announced—Story: Parmenter markets more than 800,000 sf Las Colinas towers
Tata CommunicationsAnnounced · Oct 28, 2026Announced—Story: Tata Communications plans $450 million India fiber build
Swiss Federal Office for IT and Telecommunications (BIT)Announced · Oct 23, 2026Announced—Story: Switzerland publishes up to CHF 7bn government cloud tender
STTGDC · Standard CharteredAnnounced · Oct 27, 2026Announced—Story: STTGDC secures JPY93 billion green loan for 70MW Tokyo campus
Stribling-Whalen Financial Group · Raymond James Financial Services · FidelityBreakaway · Oct 27, 2026 · $1.1BBreakaway$1.1BStory: Stribling-Whalen team with $1.1B leaves Raymond James for RIA
Standard Real Estate Investments · Endeavor DevelopmentClosed · Oct 28, 2026Closed—Story: Standard Real Estate and Endeavor sell 174,288 sq ft Cobalt center
Southstar Development · PCCP · EmbreyClosed · Oct 27, 2026 · $71Closed$71Story: PCCP lends $71M to Embrey JV for 360-unit project
SoleCryptAnnounced · Oct 27, 2026Announced—Story: SoleCrypt lifts Bizerte AI campus plan to 40MW
Seven Equity Group · San Francisco CentreAnnounced · Oct 27, 2026 · $130MAnnounced$130MStory: Seven Equity reported as possible buyer of San Francisco Centre
Scott Seymour · Kintra Wealth · Commonwealth/LPL Financial · Great Scott Financial ServicesTeam lift-out · Oct 25, 2026 · team of 6Team lift-outteam of 6
Scott Seymour · Kintra Wealth · Commonwealth Financial Network (acquired by LPL Financial) · Great Scott Financial ServicesTeam lift-out · Oct 25, 2026 · team of 6Team lift-outteam of 6
Schwab · AnthropicAnnounced · Oct 28, 2026Announced—Story: Schwab offers $4,800 credit for Claude enterprise seats
Sanctuary · CAPTRUSTTeam lift-out · Oct 23, 2026Team lift-out—

26–50 of the 200 shown · 3,863 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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