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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

Truing Capital Advisors

In network coverage since October 20, 2026 · 8 stories
1Deals on our tracker
+2Talent net · 12 months2 in · 0 out
Observed recruiting events · 12 monthsOn the wire →
Net +2 · 2 incoming events · 0 outgoing events
Arrivals
MPI Wealth Management
Oct 21 · from UBS
Truing Capital Advisors
Oct 21 · from UBS Financial Services
Departures
None tracked.
Deal recordFull tracker →
Oct 19, 26Deal announcedElevation Point · $750M — coverage
Network coverage
Features

RIA sale prices turn on retention; the structure carries the multiple

Elevation Point typically takes a 20% minimum stake, while Concurrent bought $5.4 billion Spire as an asset purchase.
Data · Oct 26Steward CEO Jim Gold says RIA deal volume may run five times reported
Features · Oct 26The $947 Million Median Is Not the Bid a Sub-$1B RIA Gets
Features · Oct 26UBS Bought $5.3 Billion of Recruits and Lost $11 Billion
Data · Oct 23Merrill lifts 2027 growth bar to $7.5M as RBC hires $1B UBS team
Deals & PE · Oct 22Elevation Point takes minority stake in Truing Capital Advisors, a $750M ex-UBS team
Recruiting & transitions · Oct 20Elevation Point takes minority stake in $750M UBS Las Vegas breakaway
M&A · Oct 20Elevation Point takes minority stake in $750M ex-UBS team Truing Capital Advisors
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