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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 Parties, Z to A.
PartiesTypeDateSizeCoverage
Raymond James · Wells Fargo · Ted Krawec · Jordan KrawecTeam lift-out · Oct 28, 2026 · $460MTeam lift-out$460MStory: Raymond James lands $460M father-son team from Wells Fargo
PreussenElektra · NvidiaAnnounced · Oct 28, 2026Announced—Story: Nvidia, PreussenElektra weigh AI data centers at former nuclear sites
Phil Scott · JP Morgan · The Scott teamBreakaway · Oct 25, 2026Breakaway—
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
Peak XV · MaxinsightsAnnounced · Oct 23, 2026Announced—Story: Physical AI startups raised $47.4 billion in first half of 2026
PCCP · Logistics Property Co.Closed · Oct 29, 2026 · $68.3MClosed$68.3MStory: PCCP provides $68.3M refi for Mesa logistics park
P3 BulletinClosed · Oct 27, 2026 · $800MClosed$800MStory: First schools open under Maryland's $800m P3 program
Osaic · Stifel Independent Advisors · Shelley Strobel-Erhardt · 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 · Stifel Independent Advisors · Jerry Pyles · 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 · Cynthia "Cindy" Boyle · 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 25, 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 · Mary Steele · Stifel Independent Advisors · Freehold Wealth ManagementTeam lift-out · Oct 25, 2026 · team of 3Team lift-outteam of 3
Osaic · Mark Bloomer · 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 · John Boyle · Stifel Independent Advisors · Freehold Wealth ManagementTeam lift-out · Oct 25, 2026 · team of 3Team lift-outteam of 3
Osaic · James A. Costabile · ICG next · LPL FinancialTeam lift-out · Oct 26, 2026 · $2.3BTeam lift-out$2.3B
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
Osaic · Freehold Wealth ManagementTeam lift-out · Oct 23, 2026 · $576MTeam lift-out$576MStory: Osaic president says recruiting turned 'very, very fierce'
Origin Investments · Mill Creek ResidentialAnnounced · Oct 26, 2026Announced—Story: Origin and Mill Creek plan 190-unit Scottsdale OZ project
OneQode · AdaniConneXAnnounced · Oct 29, 2026Announced—Story: OneQode signs 14MW Chennai data center lease with AdaniConneX
Octagon Finance · Revive Capital Development · KAI Design + BuildClosed · Oct 26, 2026 · $48Closed$48Story: Octagon lends $48.25M to convert 7Up HQ into apartments
Nxera Singapore · SembcorpAnnounced · Oct 28, 2026Announced—Story: Nxera signs non-binding power MoU with Sembcorp

76–100 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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