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Private Wealth Daily
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ECHELON Partners

In network coverage since August 19, 2026 · 10 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.
M&A · Oct 14VestGen takes Willow Tree credit to fund Midwest RIA acquisitions
M&A · Sep 29Waverly to buy a $1.7B Richmond RIA, its 36th deal since Aspire's 2021 stake
M&A · Sep 23The rate hike will reprice RIA deals in cash, not multiples
M&A · Sep 17Steward adds $950M and the Delta pipeline that refills it
M&A · Sep 14Carson's 50th office is a sourcing milestone with a finite input
Moves · Sep 9BridgePort hires Osaic M&A veteran Tina Decker
M&A · Sep 3Oregon deal buys a succession plan, not a map
The Close · Aug 31Who owns the platform: the RIA diligence question
The Close · Aug 19A founder exit: Wealth Enhancement buys Weinand's $644M
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