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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in

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.

3,815 transactions · updated Oct 27

Transactions on record
3,815
de-duplicated, verified
Largest disclosed
$3.5B
reported assets, in this view
Closed
49 of 200
in this view
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RIA deals, lift-outs and breakaways. Sorted by Date, oldest first.
PartiesTypeDateSizeCoverage
Cetera · Kacy Walker · Kinetic Wealth · LPL FinancialBreakaway · Oct 22, 2026 · $300MBreakaway$300MStory: Kacy Walker launches $300M Kinetic Wealth on LPL
Tavistock · Atomos Group · EPF V UK Wealth Bidco Jersey · King Financial PlanningAnnounced · Oct 22, 2026 · $3Announced$3Story: Tavistock agrees £3m King Financial Planning sale, Atomos exclusivity
Bain Capital · Aquiline · W1M · BridgepointRumored · Oct 22, 2026Rumored—Story: W1M sale enters second round with Bridgepoint, Bain and Aquiline
Northern Trust · Credit Suisse · UBSAnnounced · Oct 22, 2026Announced—Story: Northern Trust profit rises 40% as UBS agrees to extend fund admin
WSHB Support Services · Wood Smith Henning & Berman · Charlesbank Capital PartnersAnnounced · Oct 22, 2026Announced—Story: Charlesbank invests in services arm of 550-attorney WSHB
High Street Logistics Properties · Cawley Commercial Real EstateClosed · Oct 22, 2026Closed—Story: Cawley brokers 29,600-square-foot industrial sale in Carol Stream
EQT · QIAGEN · Crown NL Bidco B.V.Announced · Oct 22, 2026Announced—Story: EQT agrees to take QIAGEN private in €10.8 billion deal
GPU cloud provider and marketplace operator (unnamed) · Reliance Global Group, Inc.Announced · Oct 22, 2026 · $3.4MAnnounced$3.4MStory: Reliance Global signs LOI for GPU cloud assets; $3.375M due at close
Truist Equity Funding · FedExClosed · Oct 22, 2026Closed—Story: FedEx buys leased Chatham County warehouse for $58.8M
Visionary SquareAnnounced · Oct 22, 2026Announced—Story: Visionary Square to pay $50 monthly FINNY AI fee for 250-plus advisors
FINNY AI · Visionary SquareAnnounced · Oct 22, 2026Announced—Story: Visionary Square to pay $50-a-month FINNY AI fee for 250-plus advisors
XPO · Colliers · Bridge Logistics PropertiesClosed · Oct 22, 2026Closed—Story: Bridge Logistics buys 21.3-acre XPO terminal at half land value
Lubert-Adler · PMC Property GroupRumored · Oct 22, 2026Rumored—Story: Lubert-Adler looks to sell 595,000 sq ft Philadelphia office
Grover Corlew · Banyan Street CapitalClosed · Oct 22, 2026 · $69.7MClosed$69.7MStory: Grover Corlew buys 200 East Broward in Fort Lauderdale for $69.7 million
David Werner · Fisher BrothersClosed · Oct 22, 2026 · $425MClosed$425MStory: David Werner buys 49% stake in 605 Third Avenue from J.P. Morgan Asset Management
Newmark · MFP CapitalClosed · Oct 22, 2026 · $35MClosed$35MStory: Newmark launches multifamily bridge program with $35M Georgia loan
RBC Wealth Management · UBSTeam lift-out · Oct 22, 2026 · $1BTeam lift-out$1B
Quadrangle Development · Wilkes Company · Affinius CapitalClosed · Oct 22, 2026 · $97.9MClosed$97.9MStory: Affinius Capital lends $97.9M to refinance D.C.'s Lydian apartments
Carr Properties · AscentrisClosed · Oct 22, 2026Closed—Story: Carr Properties buys Ballston office for $12.25M apartment conversion
Inland Real Estate Group · Bruno's Self Storage, LLCClosed · Oct 22, 2026Closed—Story: Inland Real Estate buys two Wisconsin self-storage sites from Bruno's
JLL Capital Markets · Hillwood · Affinius CapitalClosed · Oct 22, 2026 · $94MClosed$94M
Voltus · Google · PJM InterconnectionAnnounced · Oct 22, 2026Announced—
RBC Wealth Management · UBS · Raymond Nepa · Jennifer SuscoTeam lift-out · Oct 22, 2026 · $1BTeam lift-out$1BStory: RBC Wealth Management hires UBS team in Pittsburgh that oversaw more than $1B
Mariner WealthAnnounced · Oct 22, 2026 · $150MAnnounced$150MStory: Mariner Wealth Advisors seeks $150 million loan add-on; Moody's sees year-end debt/EBITDA at 6.7x
Rockefeller Global Family Office · JP Morgan · Sage Wealth PartnersTeam lift-out · Oct 23, 2026Team lift-out—Story: Rockefeller adds J.P. Morgan team in Houston

1–25 of the 200 shown · 3,815 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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