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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.

3,864 transactions · updated Oct 28

Transactions on record
3,864
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 Size, high to low.
PartiesTypeDateSizeCoverage
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 · Freehold Wealth ManagementTeam lift-out · Oct 23, 2026 · $576MTeam lift-out$576MStory: Osaic president says recruiting turned 'very, very fierce'
Alexandria Real Estate Equities · Campus Point by Alexandria Megacampus · KKRAnnounced · Oct 28, 2026 · $475MAnnounced$475MStory: KKR buys 49% of Alexandria's Campus Point entity for $475 million
Madison Realty Capital · Fortune International Group · Château GroupClosed · Oct 26, 2026 · $463MClosed$463MStory: Madison Realty lends $463M for St. Regis Sunny Isles condos
Raymond James · Wells Fargo · Ted Krawec · Jordan KrawecTeam lift-out · Oct 28, 2026 · $460MTeam lift-out$460M
JLL Capital Markets · Greystar · Crow Holdings CapitalClosed · Oct 27, 2026 · $333MClosed$333MStory: JLL arranges $333M Greystar bridge for Palomino Park
4thGEN Wealth Management · Modern Wealth ManagementClosed · Oct 23, 2026 · $330MClosed$330M
Maryland State Retirement and Pension System · Abacus Capital Group · TA RealtyAnnounced · Oct 28, 2026 · $175MAnnounced$175MStory: Maryland pension commits $175 million to Abacus and TA Realty funds
Midtown Equities · Takenaka Corporation · Rockwood CapitalAnnounced · Oct 27, 2026 · $170MAnnounced$170MStory: Takenaka to buy 1 Broadway from Rockwood for $170 million
Russo Development · Kushner Real Estate Group · PCCPClosed · Oct 27, 2026 · $164MClosed$164MStory: PCCP lends $163.9M for 426-unit Paramus apartment project
Truist · Carmel PartnersAnnounced · Oct 27, 2026 · $152MAnnounced$152MStory: Truist lends $152M for 390-unit Long Beach apartments
Driftwood Capital · Centennial Bank · Riverside WharfClosed · Oct 26, 2026 · $145MClosed$145MStory: Centennial Bank closes $145M loan for Miami River Dream Hotel
Alexandria Real Estate EquitiesAnnounced · Oct 27, 2026 · $136MAnnounced$136MStory: Alexandria's $638.5M net loss widens as lab leasing picks up
Eagle Realty Group · JLL Capital Markets · Saber-Hightower · Bank OZKAnnounced · Oct 28, 2026 · $135MAnnounced$135MStory: JLL arranges $135M debt and equity for Yonkers apartment tower
Tishman Speyer · Shorenstein PropertiesClosed · Oct 27, 2026 · $133MClosed$133MStory: Shorenstein pays $866 psf for SoHo office in $132.5M Tishman sale
Seven Equity Group · San Francisco CentreAnnounced · Oct 27, 2026 · $130MAnnounced$130MStory: Seven Equity reported as possible buyer of San Francisco Centre
Mountain States Properties · Weidner Apartment HomesClosed · Oct 23, 2026 · $130MClosed$130MStory: Weidner pays $130M for 440-unit Lehi, Utah complex
Pennsylvania Public School Employees' Retirement System · Sterling United Properties I CFAnnounced · Oct 28, 2026 · $125MAnnounced$125MStory: PSERS commits $125 million to Sterling grocery-anchored fund
William Warren Group Self Storage Income Fund, L.P. · William Warren GroupClosed · Oct 28, 2026 · $111MClosed$111M
Roxborough Group · Pacific Urban InvestorsClosed · Oct 26, 2026 · $109MClosed$109MStory: Roxborough Group buys Fremont apartments at $444,500 per unit

26–50 of the 200 shown · 3,864 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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