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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
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Moldenhauer & Associates

In network coverage since October 7, 2026 · 12 stories
4Deals on our tracker
Deal recordFull tracker →
Oct 7, 26Deal announcedMerit Financial Advisors · $1.1B — coverage
Oct 6, 26Deal closedMerit Financial Advisors · $1.1B — coverage
Sep 24, 26Deal closedMerit Financial Advisors · $1.1B
Sep 24, 26Deal closedMerit Financial Advisors · $1
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 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
Deals & PE · Oct 10Mercer Advisors closes $1.9B refinancing led by Goldman Sachs
Deals & PE · Oct 9Alaris CEO Allen Darby says AI integration costs will cut RIA sale multiples
M&A · Oct 8Merit Financial Advisors buys $1.1B Moldenhauer & Associates in 12th deal of 2026
Succession & selling a firm · Oct 8Merit Financial acquires $1.1B Orchard Park advisory practice
M&A · Oct 8Hightower's Bahnsen Group to buy Hightower Naples, adding about $1.1 billion in client assets
Features · Oct 8Ascentis Adds $1B in Practices, Keeps Raymond James Custody
M&A · Oct 7Merit Financial buys $1.1B Buffalo-area RIA, its 10th ex-Commonwealth practice
M&A · Oct 7Merit Financial buys $1.1B New York practice, its 10th Commonwealth team
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