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Private Wealth Daily
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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.

3,896 transactions · updated Oct 29

Transactions on record
3,896
de-duplicated, verified
Largest disclosed
$5B
reported assets, in this view
Closed
50 of 200
in this view
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RIA deals, lift-outs and breakaways. Sorted by Parties, A to Z.
PartiesTypeDateSizeCoverage
Truist Investment Services · Erin Powers-Westendorf · Brown, Taylor, Shaw & Associates · Pinnacle Asset ManagementTeam lift-out · Oct 25, 2026 · team of 4Team lift-outteam of 4
Truist Investment Services · Erin Powers-Westendorf · Raymond James Financial Services (Pinnacle Asset Management) · Brown, Taylor, Shaw & AssociatesTeam lift-out · Oct 25, 2026 · team of 4Team lift-outteam of 4
Truist Investment Services · Jonathan Shaw · Brown, Taylor, Shaw & Associates · Pinnacle Asset ManagementTeam lift-out · Oct 25, 2026 · team of 4Team lift-outteam of 4
Truist Investment Services · Jonathan Shaw · Raymond James Financial Services (Pinnacle Asset Management) · Brown, Taylor, Shaw & AssociatesTeam lift-out · Oct 25, 2026 · team of 4Team lift-outteam of 4
Truist Investment Services · Mark Taylor · Brown, Taylor, Shaw & Associates · Pinnacle Asset ManagementTeam lift-out · Oct 25, 2026 · team of 4Team lift-outteam of 4
Truist Investment Services · Mark Taylor · Raymond James Financial Services (Pinnacle Asset Management) · Brown, Taylor, Shaw & AssociatesTeam lift-out · Oct 25, 2026 · team of 4Team lift-outteam of 4
UBM DevelopmentAnnounced · Oct 30, 2026Announced—Story: UBM Development sets 7% coupon on five-year green bond of up to €100m
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
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
US SignalAnnounced · Oct 28, 2026Announced—Story: US Signal acquires Hillsboro data center with 4.5MW on site
US Signal · KBRAAnnounced · Oct 28, 2026Announced—Story: KBRA assigns preliminary A- to up to $525 million US Signal ABS
Verizon · Amazon Web ServicesAnnounced · Oct 26, 2026Announced—Story: Verizon signs AWS AI infrastructure deal worth more than $2 billion
Volta Data Centres · Lunar DigitalAnnounced · Oct 29, 2026Announced—Story: Volta buys 1.45MW Manchester data center from Lunar Digital
Walker & Dunlop · Benefit Street PartnersClosed · Oct 29, 2026 · $117MClosed$117MStory: Benefit Street Partners funds $117.3M Texas multifamily refi
Weidner Apartment Homes · Brandywine Realty TrustClosed · Oct 26, 2026Closed—Story: Weidner buys 341-unit Austin high-rise with Nationwide debt
Wells Fargo · Eden Housing · Black Cultural Zone Community Development CorporationClosed · Oct 28, 2026 · $82MClosed$82MStory: Wells Fargo funds $82M Oakland affordable housing build
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 · 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 · 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 · Ted Krawec · Krawec Wealth Management of Raymond JamesTeam lift-out · Oct 29, 2026 · team of 4Team lift-outteam of 4
Wells Fargo Bank · Arevon EnergyClosed · Oct 30, 2026 · $120MClosed$120MStory: Arevon closes $120M Wells Fargo tax equity for Illinois solar
WelltowerClosed · Oct 27, 2026 · $2.7BClosed$2.7BStory: Welltower buys 43 senior housing properties for $2.7 billion
William Warren Group Self Storage Income Fund, L.P. · William Warren GroupClosed · Oct 28, 2026 · $111MClosed$111MStory: William Warren adds nine properties to $196M self-storage fund
Wood Partners · Sarofim Realty Advisors · JP MorganAnnounced · Oct 28, 2026Announced—Story: J.P. Morgan finances Wood Partners' 372-unit Village Park
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

176–200 of the 200 shown · 3,896 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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