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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 Type, A to Z.
PartiesTypeDateSizeCoverage
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
Anchor Financial Partners · Northwestern Mutual · LPL FinancialTeam lift-out · Oct 29, 2026 · $525MTeam lift-out$525M
Eric Bradley · Citi Private Alternatives · Bradley Wealth Partners · Citizens Private WealthTeam lift-out · Oct 29, 2026 · $880MTeam lift-out$880M
Chris Illiano · Comerica Bank · Webber Wealth Partners · Citizens Private WealthTeam lift-out · Oct 29, 2026 · $1.2BTeam lift-out$1.2B
Comerica Bank · Webber Wealth Partners · Matt Webber · Citizens Private WealthTeam lift-out · Oct 29, 2026 · $1.2BTeam lift-out$1.2B
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
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
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
Chris Illiano · Matt Webber · Ameriprise Financial · Citizens Private WealthTeam lift-out · Oct 28, 2026 · $1.2BTeam lift-out$1.2BStory: Citizens adds $1.2 billion Newport Beach team from Ameriprise
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
Baird StrategasTeam lift-out · Oct 27, 2026 · team of 3Team lift-outteam of 3
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

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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