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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.

3,848 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 Size, high to low.
PartiesTypeDateSizeCoverage
TPG · Ark Data Centres · Elliott Investment ManagementRumored · Oct 28, 2026 · $5BRumored$5BStory: TPG in talks to buy Ark Data Centres for $5 billion
Nebius · CitiClosed · Oct 23, 2026 · $3.5BClosed$3.5BStory: Nebius secures $3.5bn Citi facility at SOFR plus 2.75 points
Ken Griffin · Rudin · Vornado Realty TrustAnnounced · Oct 25, 2026 · $3.3BAnnounced$3.3BStory: 350 Park Avenue tower secures $3.3B construction financing
WelltowerClosed · Oct 27, 2026 · $2.7BClosed$2.7BStory: Welltower buys 43 senior housing properties for $2.7 billion
Osaic · James A. Costabile · ICG next · LPL FinancialTeam lift-out · Oct 26, 2026 · $2.3BTeam lift-out$2.3B
IberdrolaClosed · Oct 27, 2026 · $1.6BClosed$1.6BStory: Iberdrola raises $1.6 billion in first U.S. green bond sale since 2009
KrolmapAnnounced · Oct 23, 2026 · $1.5BAnnounced$1.5BStory: Krolmap plans 225MW data center campus in Spain
Man Group · Meiji YasudaAnnounced · Oct 26, 2026 · $1.3BAnnounced$1.3BStory: Meiji Yasuda plans ¥200 billion Man Group commitment
BlackRock · Akaysha EnergyClosed · Oct 26, 2026 · $1.2BClosed$1.2BStory: BlackRock-owned Akaysha refinances four batteries with A$1.75bn
Matt Webber · Chris Illiano · 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
Stribling-Whalen Financial Group · Raymond James Financial Services · FidelityBreakaway · Oct 27, 2026 · $1.1BBreakaway$1.1BStory: Stribling-Whalen team with $1.1B leaves Raymond James for RIA
Core Stack · Green Arrow Capital · Lazzari GroupAnnounced · Oct 23, 2026 · $1BAnnounced$1BStory: Core Stack and Green Arrow plan 13 Italian data centers
P3 BulletinClosed · Oct 27, 2026 · $800MClosed$800MStory: First schools open under Maryland's $800m P3 program
BXPRumored · Oct 28, 2026 · $700MRumored$700MStory: BXP revenue rises 4.6% with 7 Times Square sale in talks
Rockefeller Global Family Office · JP Morgan · Cameron Sheets · Sage Wealth PartnersTeam lift-out · Oct 25, 2026 · $700MTeam lift-out$700M
Rockefeller Global Family Office · JP Morgan · Sage Wealth Partners · Forrest R. GreenTeam lift-out · Oct 25, 2026 · $700MTeam lift-out$700M
Rockefeller Global Family Office · JP Morgan · Sage Wealth Partners · Christopher D. SheetsTeam lift-out · Oct 25, 2026 · $700MTeam lift-out$700M
Truist Investment Services · Pinnacle Asset ManagementTeam lift-out · Oct 23, 2026 · $700MTeam lift-out$700M
Tree Line Capital Partners · LGT Capital Partners · PGIMClosed · Oct 28, 2026 · $680MClosed$680MStory: Tree Line closes $680m continuation vehicle with PGIM and LGT
JLL Capital Markets · Greystar · Tishman Speyer · Crow Holdings CapitalClosed · Oct 27, 2026 · $630MClosed$630M
Alexandria Real Estate Equities · Takenaka CorporationAnnounced · Oct 27, 2026 · $588MAnnounced$588M
Osaic · Mary Steele · Stifel Independent Advisors · Freehold Wealth ManagementTeam lift-out · Oct 26, 2026 · $576MTeam lift-out$576M
Osaic · John Boyle · Stifel Independent Advisors · Freehold Wealth ManagementTeam lift-out · Oct 26, 2026 · $576MTeam lift-out$576M
Osaic · Stifel Independent Advisors · Cynthia "Cindy" Boyle · Freehold Wealth ManagementTeam lift-out · Oct 26, 2026 · $576MTeam lift-out$576M
Osaic · Stifel Independent Advisors · Jerry Pyles · Freehold Wealth ManagementTeam lift-out · Oct 26, 2026 · $576MTeam lift-out$576M

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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