Skip to content
Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
other

DeVoe & Company

In network coverage since October 15, 2026 · 16+ stories
2Deals on our tracker
Deal recordFull tracker →
Sep 23, 26Deal announced — coverage
Sep 23, 26Deal announced — coverage
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 26RIA sale prices turn on retention; the structure carries the multiple
Features · Oct 26The $947 Million Median Is Not the Bid a Sub-$1B RIA Gets
M&A · Oct 23Steward CEO says RIA deal volume runs up to 5x tracked totals
Deals & PE · Oct 21RIA deal volume falls 17% in Q3 as $5B-plus sellers set record
M&A · Oct 20LPL and broker-dealer rivals push deeper into RIA M&A as third-quarter volume falls 17%
Succession & selling a firm · Oct 20DeVoe: RIA deal volume down 17% as broker-dealers enter M&A
The Close · Oct 19HB Wealth and EP Wealth dealmakers say cost of capital, not midterms, moves valuations
Deals & PE · Oct 17Apella acquiring Blue Spark; Waverly adding MCS; CohnReznick to add Aldrich
Succession & selling a firm · Oct 16MarshBerry tallies record 294 U.S. wealth advisory deals through September
Succession & selling a firm · Oct 16RIA deal count falls 17% as $5B sellers set record, DeVoe says
M&A · Oct 16Family-office Q3 deal capital totals $68.3 billion, with wealth-management consolidation among dominant themes
Succession & selling a firm · Oct 15Mercer Advisors refinances $1.9 billion in first broadly syndicated loan
M&A · Oct 15Mercer Advisors refinances $1.9B into first syndicated loan
Succession & selling a firm · Oct 15DeVoe: RIA deal count falls 17% in Q3; $5B-plus sellers set record
M&A · Oct 15RIA deal volume falls 17% in Q3 as mega sellers set a record
Private Wealth DailyThe morning edition

The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.

Free. Every morning. Unsubscribe from any edition in one click.