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Thursday, October 29, 2026 · Today’s edition, 6:30 a.m. ETThu, Oct 29 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
ria

Trilogy Capital

IRVINE, CA
CRD: 281597
In network coverage since October 8, 2026 · 2 stories
$3.2BRegulatory AUMSEC Form ADV · Oct 24
74EmployeesForm ADV
2Deals on our tracker
Regulatory AUM · Oct 10 – Oct 24
Deal recordFull tracker →
Oct 7, 26Deal announcedMountain Capital Investment Advisors · $1B — coverage
Oct 7, 26Deal announced · $1B — coverage
Network coverage
Deals & PE

Alaris CEO Allen Darby says AI integration costs will cut RIA sale multiples

The Mather Group announced a $400 million deal for Legacy Consulting of Plano, Texas, as the firm disclosed more than $700 million in additions this year.
M&A · Oct 8Trilogy Capital strikes its largest acquisition of the year for $1B Colorado RIA
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