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Private Wealth Daily
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Advisor Growth Strategies

In network coverage since August 18, 2026 · 15 stories
Network coverage
M&A

Steward CEO says RIA deal volume runs up to 5x tracked totals

Jim Gold says advisor-to-advisor book sales and internal succession go unreported; Steward's own 12-month mix implies about 1.7 times the reported count.
Succession & selling a firm · Oct 21Alaris banker warns slow AI adoption could lower RIA sale multiples
Practice management · Oct 15Advisor Growth Strategies survey finds 28% of RIA firms plan to add staff because of AI
M&A · Oct 3HB Wealth acquires $700M Texas RIA; Hightower Signature adds Sandy Cove
M&A · Oct 1HB Wealth buys $700 million Austin RIA Wealth Care, its seventh market
Practice management · Sep 16RIA buyers have more capital than ever; holding period now wins deals
M&A · Sep 16Apella's 18th deal: the check shrinks, the pace doesn't
Succession & selling a firm · Sep 16The RIA sale price hides in the owner's salary line
The Advisor's Note · Aug 29The cap table now decides who wins $1B teams
The Advisor's Note · Aug 27The 11.6x median masks a two-tier market
Succession & selling a firm · Aug 25The 11.6x RIA multiple is a retention premium
Succession & selling a firm · Aug 18RIA deal report maps what buyers reject
Succession & selling a firm · Aug 18AGS: the four attributes that decide 9x vs 15x RIA pricing
Succession & selling a firm · Aug 18The premium in RIA deals now goes to fit, not growth
Succession & selling a firm · Aug 18The deal that sets your RIA price is never signed
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