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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
ria

Spire Investment Partners

In network coverage since October 1, 2026 · 6 stories
6Deals on our tracker
Deal recordFull tracker →
Oct 2, 26Deal announcedConcurrent Investment Advisors · $5 — coverage
Oct 2, 26Deal announcedConcurrent Investment Advisors · $5.4K — coverage
Sep 30, 26Deal closedConcurrent Investment Advisors · $5 — coverage
Sep 30, 26Deal closedConcurrent · $5.4B — coverage
Sep 30, 26Deal announcedConcurrent · $5.4B — coverage
Sep 29, 26Deal closedConcurrent · $5.4B — 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 26Busiest RIA buyers average $679 million a deal, below the median
Deals & PE · Oct 4Concurrent announces $5.4B Spire purchase and $3B–$10B platform target
Features · Oct 3Fidelity tells sub-$100 million RIA clients to reach $100 million or leave by mid-2027
Recruiting & transitions · Oct 1Fidelity gives sub-$100M RIAs until June 2027 to find a custodian
Recruiting & transitions · Oct 1Concurrent acquires Spire, a $5.4 billion RIA with 30 advisor teams
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