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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in

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.

3,813 transactions · updated Oct 27

Transactions on record
3,813
de-duplicated, verified
Largest disclosed
$3.5B
reported assets, in this view
Closed
49 of 200
in this view
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RIA deals, lift-outs and breakaways. Sorted by Date, newest first.
PartiesTypeDateSizeCoverage
Nevis · Charles Schwab · EQT VenturesAnnounced · Oct 26, 2026 · $70MAnnounced$70MStory: Nevis raises $70M Series B with Schwab and EQT backing
Amazon · Amazon Web ServicesAnnounced · Oct 26, 2026Announced—Story: AWS plans up to 15 data center buildings on 890 Missouri acres
Marsh Re · Synthetik Insurance TechnologiesAnnounced · Oct 26, 2026Announced—Story: Marsh Re extends Synthetik terrorism modeling agreement
Mubadala Capital · ApolloAnnounced · Oct 26, 2026 · $5Announced$5Story: Apollo to take minority stake in $60bn Mubadala Capital
Masdar · Lightsource bpAnnounced · Oct 26, 2026Announced—Story: Masdar agrees to buy 550+ MW Greek solar project from Lightsource bp
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$576Story: Raymond James names Scott Curtis COO effective Oct. 26
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

51–75 of the 200 shown · 3,813 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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