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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
ria

Sandy Cove Advisors

HINGHAM, MA
CRD: 152482
In network coverage since September 30, 2026 · 9 stories
$685MRegulatory AUMSEC Form ADV · Oct 17
8EmployeesForm ADV
5Deals on our tracker
Regulatory AUM · Oct 3 – Oct 17
Deal recordFull tracker →
Oct 2, 26Deal announcedHightower Signature Wealth · $752 — coverage
Oct 2, 26Deal announcedHightower Signature Wealth · Hightower · $752M — coverage
Sep 30, 26Deal announcedHightower · $752M — coverage
Sep 30, 26Deal announcedHightower — coverage
Sep 29, 26Deal announcedHightower Signature Wealth · Hightower · $752M — 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 26The $947 Million Median Is Not the Bid a Sub-$1B RIA Gets
RIA · Oct 26ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave
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
Deals & PE · Oct 3DigitalBridge and SoftBank close $3.1 billion deal; five announcements lack full dollar terms
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
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