Skip to content
Thursday, October 29, 2026 · Today’s edition, 6:30 a.m. ETThu, Oct 29 · 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.

3,876 transactions · updated Oct 28

Transactions on record
3,876
de-duplicated, verified
Largest disclosed
$5B
reported assets, in this view
Closed
46 of 200
in this view
Filters
Type
Size $M
Sort by

Tip: shift-click a column heading to add a second sort.

Clear filters
Columns
RIA deals, lift-outs and breakaways. Sorted by Date, oldest first.
PartiesTypeDateSizeCoverage
Barings · First Washington Realty · Village Center at RoseClosed · Oct 26, 2026 · $66.2MClosed$66.2MStory: Barings pays $66.2M for Placentia grocery-anchored center
Bell Partners · Leva on Market (Bell Ballard)Closed · Oct 26, 2026Closed—Story: Bell Partners pays $95M for 261-unit Seattle building
Verizon · Amazon Web ServicesAnnounced · Oct 26, 2026Announced—Story: Verizon signs AWS AI infrastructure deal worth more than $2 billion
Weidner Apartment Homes · Brandywine Realty TrustClosed · Oct 26, 2026Closed—Story: Weidner buys 341-unit Austin high-rise with Nationwide debt
Zocks Communications · LPL Financial Holdings Inc. · Founders Financial Securities LLCAnnounced · Oct 26, 2026Announced—Story: Zocks AI tools reach LPL's more than 32,000 advisers
Driftwood Capital · Centennial Bank · Riverside WharfClosed · Oct 26, 2026 · $145MClosed$145MStory: Centennial Bank closes $145M loan for Miami River Dream Hotel
Generative BionicsAnnounced · Oct 26, 2026Announced—Story: Generative Bionics plans 5,000 sqm physical AI facility in Italy
Adler Real Estate Partners · Ammendale Technology ParkAnnounced · Oct 26, 2026Announced—Story: Adler secures $37 million for Ammendale Technology Park
Liberty Mutual Re · Celest.ScienceAnnounced · Oct 26, 2026Announced—Story: Liberty Mutual Re and Celest.Science plan parametric fallback method
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

76–100 of the 200 shown · 3,876 in all

Sizes are reported assets; undisclosed sizes sort last. Coverage links a deal’s own story when it has one.

Private Wealth DailyThe morning edition

The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.

Free. Every morning. Unsubscribe from any edition in one click.