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
ria

Hightower Signature Wealth

In network coverage since September 1, 2026 · 16+ stories
8Deals on our tracker
+1Talent net · 12 months1 in · 0 out
Observed recruiting events · 12 monthsOn the wire →
Net +1 · 1 incoming events · 0 outgoing events
Arrivals
Synergy Capital Solutions
Oct 8 · from Hightower
Departures
None tracked.
Deal recordFull tracker →
Oct 7, 26Deal announcedSynergy Capital Solutions · $1B — coverage
Oct 2, 26Deal announcedSandy Cove Advisors · $752 — coverage
Oct 2, 26Deal announcedSandy Cove Advisors · Hightower · $752M — coverage
Sep 29, 26Deal announcedSandy Cove Advisors · Hightower · $752M — coverage
Sep 10, 26Deal announcedBoston Hill Advisors · Hightower · $1.6B
Aug 31, 26Deal announced — coverage
Aug 31, 26Deal announcedDispatch · Hightower — coverage
Aug 13, 26Deal closedValley Financial Group · Hightower · $275 — coverage
Network coverage
Features

The $947 Million Median Is Not the Bid a Sub-$1B RIA Gets

Owners of $250 million-to-$1 billion RIAs sell into a market defined by closed sub-$1 billion deals and founders who stayed, not by headline AUM.
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
Succession & selling a firm · Oct 8Hightower Signature to add $1B Synergy Capital Solutions
Succession & selling a firm · Oct 6Bahnsen Group agrees to add $1.1 billion Hightower Naples practice under its brand
Deals & PE · Oct 4Concurrent announces $5.4B Spire purchase and $3B–$10B platform target
Deals & PE · Oct 3Concurrent announces Spire platform purchase, adding $5.4 billion with no price disclosed
M&A · Oct 3HB Wealth acquires $700M Texas RIA; Hightower Signature adds Sandy Cove
Deals & PE · Oct 2Concurrent buys Spire's 30-plus teams in first RIA platform deal
M&A · Oct 1Nuveen closes Schroders deal without disclosing price or cost savings; 12-to-18-month separation planned
M&A · Sep 30Hightower agrees to buy $752M Sandy Cove for its W-2 channel
M&A · Sep 25Hightower splits the rollup from the growth unit to court a buyer
Moves · Sep 22Hightower hires Vanguard's De Freitas, and the mandate is integration
Moves · Sep 22Hightower's new president is a bet on the operating layer
Data · Sep 1Hightower hands Dispatch the keys to its data layer
RIA · Sep 1Hightower bets its employee channel on Dispatch's data layer
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.