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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.

3,891 transactions · updated Oct 28

Transactions on record
3,891
de-duplicated, verified
Largest disclosed
$5B
reported assets, in this view
Closed
51 of 200
in this view
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RIA deals, lift-outs and breakaways. Sorted by Size, low to high.
PartiesTypeDateSizeCoverage
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 · Freehold Wealth ManagementTeam lift-out · Oct 23, 2026 · $576MTeam lift-out$576MStory: Osaic president says recruiting turned 'very, very fierce'
Alexandria Real Estate Equities · Takenaka CorporationAnnounced · Oct 27, 2026 · $588MAnnounced$588M
JLL Capital Markets · Greystar · Tishman Speyer · Crow Holdings CapitalClosed · Oct 27, 2026 · $630MClosed$630M
Tree Line Capital Partners · LGT Capital Partners · PGIMClosed · Oct 28, 2026 · $680MClosed$680MStory: Tree Line closes $680m continuation vehicle with PGIM and LGT
BXPRumored · Oct 28, 2026 · $700MRumored$700MStory: BXP revenue rises 4.6% with 7 Times Square sale in talks
Rockefeller Global Family Office · JP Morgan · Cameron Sheets · Sage Wealth PartnersTeam lift-out · Oct 25, 2026 · $700MTeam lift-out$700M
Rockefeller Global Family Office · JP Morgan · Sage Wealth Partners · Forrest R. GreenTeam lift-out · Oct 25, 2026 · $700MTeam lift-out$700M
Rockefeller Global Family Office · JP Morgan · Sage Wealth Partners · Christopher D. SheetsTeam lift-out · Oct 25, 2026 · $700MTeam lift-out$700M
P3 BulletinClosed · Oct 27, 2026 · $800MClosed$800MStory: First schools open under Maryland's $800m P3 program
Eric Bradley · Citi Private Alternatives · Bradley Wealth Partners · Citizens Private WealthTeam lift-out · Oct 29, 2026 · $880MTeam lift-out$880M
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
Chris Illiano · Comerica Bank · Webber Wealth Partners · Citizens Private WealthTeam lift-out · Oct 29, 2026 · $1.2BTeam lift-out$1.2B
Comerica Bank · Webber Wealth Partners · Matt Webber · Citizens Private WealthTeam lift-out · Oct 29, 2026 · $1.2BTeam lift-out$1.2B
Chris Illiano · Matt Webber · Ameriprise Financial · Citizens Private WealthTeam lift-out · Oct 28, 2026 · $1.2BTeam lift-out$1.2BStory: Citizens adds $1.2 billion Newport Beach team from Ameriprise
BlackRock · Akaysha EnergyClosed · Oct 26, 2026 · $1.2BClosed$1.2BStory: BlackRock-owned Akaysha refinances four batteries with A$1.75bn
Man Group · Meiji YasudaAnnounced · Oct 26, 2026 · $1.3BAnnounced$1.3BStory: Meiji Yasuda plans ¥200 billion Man Group commitment
IberdrolaClosed · Oct 27, 2026 · $1.6BClosed$1.6BStory: Iberdrola raises $1.6 billion in first U.S. green bond sale since 2009
Osaic · James A. Costabile · ICG next · LPL FinancialTeam lift-out · Oct 26, 2026 · $2.3BTeam lift-out$2.3B

51–75 of the 200 shown · 3,891 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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