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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.

3,848 transactions · updated Oct 27

Transactions on record
3,848
de-duplicated, verified
Largest disclosed
$5B
reported assets, in this view
Closed
47 of 200
in this view
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RIA deals, lift-outs and breakaways. Sorted by Parties, Z to A.
PartiesTypeDateSizeCoverage
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
Wood Partners · Sarofim Realty Advisors · JP MorganAnnounced · Oct 28, 2026Announced—Story: J.P. Morgan finances Wood Partners' 372-unit Village Park
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
WelltowerClosed · Oct 27, 2026 · $2.7BClosed$2.7BStory: Welltower buys 43 senior housing properties for $2.7 billion
Wells Fargo · Eden Housing · Black Cultural Zone Community Development CorporationClosed · Oct 28, 2026 · $82MClosed$82MStory: Wells Fargo funds $82M Oakland affordable housing build
Weidner Apartment Homes · Brandywine Realty TrustClosed · Oct 26, 2026Closed—Story: Weidner buys 341-unit Austin high-rise with Nationwide debt
Vertical Semiconductor · US Department of CommerceAnnounced · Oct 23, 2026 · $73MAnnounced$73MStory: Vertical Semiconductor signs $73m CHIPS letter with Commerce stake
Verizon · Amazon Web ServicesAnnounced · Oct 26, 2026Announced—Story: Verizon signs AWS AI infrastructure deal worth more than $2 billion
Vantage Data Centers · Copiapo · O-GreenAnnounced · Oct 23, 2026Announced—Story: O-Green plans €7.4bn, 570MW data center campus in Spain
US Signal · KBRAAnnounced · Oct 28, 2026Announced—Story: KBRA assigns preliminary A- to up to $525 million US Signal ABS
US SignalAnnounced · Oct 28, 2026Announced—Story: US Signal acquires Hillsboro data center with 4.5MW on site
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
UBS · 360 ONE WAMClosed · Oct 23, 2026Closed—Story: UBS completes 360 ONE warrant conversion for 4.8% stake
UBM DevelopmentAnnounced · Oct 30, 2026Announced—Story: UBM Development sets 7% coupon on five-year green bond of up to €100m
Truist Investment Services · Pinnacle Asset ManagementTeam lift-out · Oct 23, 2026 · $700MTeam lift-out$700M
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
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 · 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 · Jonathan Shaw · 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 · 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 · Darrell Brown · 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 · Darrell Brown · Brown, Taylor, Shaw & Associates · Pinnacle Asset ManagementTeam lift-out · Oct 25, 2026 · team of 4Team lift-outteam of 4
Truist · Carmel PartnersAnnounced · Oct 27, 2026 · $152MAnnounced$152MStory: Truist lends $152M for 390-unit Long Beach apartments
Tree Line Capital Partners · LGT Capital Partners · PGIMClosed · Oct 28, 2026 · $680MClosed$680MStory: Tree Line closes $680m continuation vehicle with PGIM and LGT

1–25 of the 200 shown · 3,848 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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