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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.

3,875 transactions · updated Oct 28

Transactions on record
3,875
de-duplicated, verified
Largest disclosed
$5B
reported assets, in this view
Closed
45 of 200
in this view
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RIA deals, lift-outs and breakaways. Sorted by Size, high to low.
PartiesTypeDateSizeCoverage
Captrust Financial Advisors · Pacific Sage PartnersAnnounced · Oct 29, 2026 · $1Announced$1Story: CAPTRUST buys $1.1B Washington RIA Pacific Sage Partners
Brightline West · U.S. Department of TransportationRumored · Oct 31, 2026Rumored—Story: Brightline West's $6 billion loan is doing equity's job
UBM DevelopmentAnnounced · Oct 30, 2026Announced—Story: UBM Development sets 7% coupon on five-year green bond of up to €100m
Bull · České RadiokomunikaceAnnounced · Oct 29, 2026Announced—Story: Bull signs MoU to join $4.5 billion Czech AI gigafactory bid
KDDI · Telehouse · LaSalle Investment ManagementClosed · Oct 29, 2026Closed—Story: Telehouse closes £220 million Docklands buy for 65MW data center
Volta Data Centres · Lunar DigitalAnnounced · Oct 29, 2026Announced—Story: Volta buys 1.45MW Manchester data center from Lunar Digital
EdgeCore Digital InfrastructureClosed · Oct 29, 2026Closed—Story: EdgeCore closes $521 million green ABS on Santa Clara campus
Silverstreak Group · FingularClosed · Oct 29, 2026Closed—Story: Silverstreak provides $20M credit facility to Fingular
Terradot · HASIClosed · Oct 29, 2026Closed—Story: HASI lends Terradot up to $34 million for rock weathering
Allen Abney · UBS Private Wealth Management · William Blair Private Wealth Management · The Abney teamTeam lift-out · Oct 29, 2026 · team of 4Team lift-outteam of 4
UBS Private Wealth Management · Ryan Berube · William Blair Private Wealth Management · The Berube teamTeam lift-out · Oct 29, 2026 · team of 4Team lift-outteam of 4
Griggs Investment Group · Cheryl Pitts · Edward Jones · LPL FinancialBreakaway · Oct 29, 2026 · team of 2Breakawayteam of 2
Matt Griggs · Griggs Investment Group · Edward Jones · LPL FinancialBreakaway · Oct 29, 2026 · team of 2Breakawayteam of 2
Wells Fargo · Raymond James & Associates · Ethan Veselic · Krawec Wealth Management of Raymond JamesTeam lift-out · Oct 29, 2026 · team of 4Team lift-outteam of 4
Wells Fargo · Raymond James & Associates · Natalie Sutcliffe · Krawec Wealth Management of Raymond JamesTeam lift-out · Oct 29, 2026 · team of 4Team lift-outteam of 4
Wells Fargo · Raymond James & Associates · Jordan Krawec · Krawec Wealth Management of Raymond JamesTeam lift-out · Oct 29, 2026 · team of 4Team lift-outteam of 4
Wells Fargo · Raymond James & Associates · Ted Krawec · Krawec Wealth Management of Raymond JamesTeam lift-out · Oct 29, 2026 · team of 4Team lift-outteam of 4
The OSWALD, FLAHARTY & INMAN teamTeam lift-out · Oct 28, 2026 · team of 3Team lift-outteam of 3
The OSWALD, FLAHARTY & INMAN teamTeam lift-out · Oct 28, 2026 · team of 3Team lift-outteam of 3
The OSWALD, FLAHARTY & INMAN teamTeam lift-out · Oct 28, 2026 · team of 3Team lift-outteam of 3
The OSWALD, FLAHARTY & INMAN teamTeam lift-out · Oct 28, 2026 · team of 3Team lift-outteam of 3
Kar Properties · Tyko Capital · Fortune International GroupAnnounced · Oct 28, 2026Announced—Story: Tyko Capital lends $817M for Miami Faena condo towers
Standard Real Estate Investments · Endeavor DevelopmentClosed · Oct 28, 2026Closed—Story: Standard Real Estate and Endeavor sell 174,288 sq ft Cobalt center
Markel Insurance · Cavello Bay Reinsurance · Enstar GroupAnnounced · Oct 28, 2026Announced—Story: Enstar's Cavello Bay covers $2.3 billion of Markel run-off reserves
US Signal · KBRAAnnounced · Oct 28, 2026Announced—Story: KBRA assigns preliminary A- to up to $525 million US Signal ABS

76–100 of the 200 shown · 3,875 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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