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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, high to low.
PartiesTypeDateSizeCoverage
Mutual Securities, Inc. · Modern Wealth ManagementTeam lift-out · Oct 28, 2026 · team of 3Team lift-outteam of 3Story: Busiest RIA buyers average $679 million a deal, below the median
Allen Abney · UBS Private Wealth Management · William Blair Private Wealth Management · The Abney teamTeam lift-out · Oct 28, 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 28, 2026 · team of 4Team lift-outteam of 4
Ripple · Robinhood · RLUSDAnnounced · Oct 27, 2026Announced—Story: Robinhood to offer Ripple's $2.5 billion RLUSD by end of 2026
STTGDC · Standard CharteredAnnounced · Oct 27, 2026Announced—Story: STTGDC secures JPY93 billion green loan for 70MW Tokyo campus
SoleCryptAnnounced · Oct 27, 2026Announced—Story: SoleCrypt lifts Bizerte AI campus plan to 40MW
AirTrunkClosed · Oct 27, 2026Closed—Story: AirTrunk raises A$4.25bn green loan for Sydney campus
Broadcom · Blackstone · AnthropicAnnounced · Oct 27, 2026Announced—Story: Broadcom organizes $63B loan for Anthropic TPU purchases
Nvidia · MetaAnnounced · Oct 27, 2026Announced—Story: Nvidia will invest $3 billion in Meta's $97.5 billion offering
Apollo Global Management · Ares Capital · MidCap Financial InvestmentAnnounced · Oct 27, 2026Announced—Story: Ares Capital agrees to buy MFIC from Apollo for $2.6 billion
Rithm Capital · Elecor Properties · DRA AdvisorsClosed · Oct 27, 2026Closed—Story: Rithm, DRA close joint venture at 1301 Avenue of the Americas
Brookfield · OMERS · La Trobe FinancialAnnounced · Oct 27, 2026Announced—Story: OMERS to take indirect minority stake in A$27bn La Trobe Financial
Baird StrategasTeam lift-out · Oct 27, 2026 · team of 3Team lift-outteam of 3
Equitable Holdings Inc. · Corebridge FinancialAnnounced · Oct 26, 2026Announced—Story: Insurers build private-asset books as reinsurance tops $100 billion
Blackstone · Fannie MaeClosed · Oct 26, 2026Closed—Story: Blackstone affordable arm lines up $735M in Fannie Mae debt
Ascent Real Estate Advisors · Albany Road Real Estate PartnersClosed · Oct 26, 2026Closed—Story: Ascent buys 97%-leased Dallas tower from Albany Road
Forum Edge AI LLC · FireworksAnnounced · Oct 26, 2026Announced—Story: Forum Edge signs $94.4M Nvidia B300 reservation with Fireworks
Core42 · G42 · Khazna Data Centers · Copelouzos GroupAnnounced · Oct 26, 2026Announced—Story: G42 signs Greece AI factory MoUs with Copelouzos and Khazna
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
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

126–150 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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