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Private Wealth Daily
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David Bahnsen

In network coverage since September 24, 2026 · 6 stories
Network coverage
Features

A buyer's deal pipeline is not collateral for an RIA sale

Wealth managers announced 156 deals and closed 50 in 90 days. Sellers should price the buyer on closes, committed capital and who stays.
Features · Oct 26Busiest RIA buyers average $679 million a deal, below the median
Features · Oct 26The $947 Million Median Is Not the Bid a Sub-$1B RIA Gets
Succession & selling a firm · Oct 6Bahnsen Group agrees to add $1.1 billion Hightower Naples practice under its brand
The Close · Sep 28Rising RIA deal size reflects bigger advisory firms, not only private equity capital
Moves · Sep 24Bahnsen's exit turns organic growth into the sellable asset
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