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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.

3,848 transactions · updated Oct 27

Transactions on record
3,848
de-duplicated, verified
Largest disclosed
$5B
reported assets, in this view
Closed
47 of 200
in this view
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RIA deals, lift-outs and breakaways. Sorted by Type, Z to A.
PartiesTypeDateSizeCoverage
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
Osaic · Mary Steele · Stifel Independent Advisors · Freehold Wealth ManagementTeam lift-out · Oct 25, 2026 · team of 3Team lift-outteam of 3
Osaic · John Boyle · Stifel Independent Advisors · Freehold Wealth ManagementTeam lift-out · Oct 25, 2026 · team of 3Team lift-outteam of 3
Osaic · Stifel Independent Advisors · Cynthia “Cindy” Boyle · Freehold Wealth ManagementTeam lift-out · Oct 25, 2026 · team of 3Team lift-outteam of 3
Rockefeller Global Family Office · JP Morgan · Sage Wealth PartnersTeam lift-out · Oct 23, 2026Team lift-out—Story: Rockefeller adds J.P. Morgan team in Houston
Osaic · Freehold Wealth ManagementTeam lift-out · Oct 23, 2026 · $576MTeam lift-out$576MStory: Osaic president says recruiting turned 'very, very fierce'
Sanctuary · CAPTRUSTTeam lift-out · Oct 23, 2026Team lift-out—
RBC Wealth Management · UBS · Nepa/Susco teamTeam lift-out · Oct 23, 2026 · team of 5Team lift-outteam of 5Story: Janney, Osaic, Rockefeller listed as adding teams worth $7B combined
Truist Investment Services · Pinnacle Asset ManagementTeam lift-out · Oct 23, 2026 · $700MTeam lift-out$700M
RBC Wealth Management · UBS · Max Freed · Nepa/SuscoTeam lift-out · Oct 23, 2026 · team of 5Team lift-outteam of 5
RBC Wealth Management · UBS · Karen Venneri · Nepa/SuscoTeam lift-out · Oct 23, 2026 · team of 5Team lift-outteam of 5
Brightline West · U.S. Department of TransportationRumored · Oct 31, 2026Rumored—Story: Brightline West's $6 billion loan is doing equity's job
BXPRumored · Oct 28, 2026 · $700MRumored$700MStory: BXP revenue rises 4.6% with 7 Times Square sale in talks
TPG · Ark Data Centres · Elliott Investment ManagementRumored · Oct 28, 2026 · $5BRumored$5BStory: TPG in talks to buy Ark Data Centres for $5 billion
AnthropicRumored · Oct 23, 2026Rumored—Story: Coatue's $4.75 billion Anthropic stake is marked at $7.5 billion
CVC Capital Partners · VerisureRumored · Oct 23, 2026Rumored—Story: CVC weighs take-private bid for Verisure, market value €9.7 billion
Crown Castle · SpaceXRumored · Oct 23, 2026Rumored—Story: SpaceX seeks access to 80,000 US cell sites in Crown Castle talks
William Warren Group Self Storage Income Fund, L.P. · William Warren GroupClosed · Oct 28, 2026 · $111MClosed$111MStory: William Warren adds nine properties to $196M self-storage fund
Standard Real Estate Investments · Endeavor DevelopmentClosed · Oct 28, 2026Closed—Story: Standard Real Estate and Endeavor sell 174,288 sq ft Cobalt center
King Environmental Services · VertivClosed · Oct 28, 2026Closed—Story: Vertiv Q3 sales rise 61% and orders double
Wells Fargo · Eden Housing · Black Cultural Zone Community Development CorporationClosed · Oct 28, 2026 · $82MClosed$82MStory: Wells Fargo funds $82M Oakland affordable housing build
Sagard Real Estate · La CaisseClosed · Oct 28, 2026Closed—Story: Sagard and La Caisse JV add second East Bay IOS site
Alliant · Interstate Power & Light · Wisconsin Power & Light · US Department of EnergyClosed · Oct 28, 2026Closed—
Tree Line Capital Partners · LGT Capital Partners · PGIMClosed · Oct 28, 2026 · $680MClosed$680MStory: Tree Line closes $680m continuation vehicle with PGIM and LGT

51–75 of the 200 shown · 3,848 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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