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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
asset manager

F/m Investments

WASHINGTON, DC
CRD: 304405
In network coverage since August 21, 2026 · 8 stories
$17.7BRegulatory AUMSEC Form ADV · Oct 24
83EmployeesForm ADV
5Deals on our tracker
Regulatory AUM · Aug 22 – Oct 24
Deal recordFull tracker →
Aug 25, 26Deal announcedT. Rowe Price · — coverage
Aug 19, 26Deal announcedT. Rowe Price · $19B — coverage
Aug 19, 26Deal announcedT. Rowe Price — coverage
Aug 19, 26Deal announcedT. Rowe Price · $19B — coverage
Jul 31, 26Deal announcedT. Rowe Price
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.
Issuers · Sep 22Three August ETF deals price a book of advisor relationships
Retirement Advisers · Sep 16DC consultants stopped debating AI and started using it on the paperwork
Issuers · Aug 26Buy, don't build: the ETF landgrab's clearest answer
The Wrap · Aug 21Retirement managed accounts shift to adviser-controlled rails
Deals & PE · Aug 21T. Rowe's F/m deal buys a product factory
Investments · Aug 21T. Rowe Price buys F/m to strengthen target-date fixed income
Deals & PE · Aug 21T. Rowe Price to buy F/m Investments and its Treasury ETFs
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