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Search the network’s Firm & Fund Lookup- The Wealth Consulting Group
Recorded 68 advisor moves and related events in the same 30-day window
LPL leads advisor moves with 121 in 30 days - Latigo Peak Partners
launch Latigo Peak Partners, an RIA with $18.6 billion in client assets and $130 million in annual revenue
J.P. Morgan's Scott and Atwood launch RIA with $18.6 billion - Anthropic
Added six advisor-tool connectors a day after filing for IPO
Anthropic adds six connectors to Claude for Financial Advisors - Hightower
Split rollup and growth unit; Bahnsen buying Hightower Naples
RIA sale prices depend on client retention and deal structure - Moldenhauer & Associates
Target of Merit's $1.1B purchase, counted as 12th 2026 deal
RIA sale prices depend on client retention and deal structure - Carson Group
Added a $1.76B team from Wells Fargo Advisors Financial Network.
LPL Financial adds $5.4 billion in advisor teams - Prime Capital Financial
Recorded 54 tracked events in the 30-day window
Advisor moves outnumber breakaways about 17 to 1 in our 30-day count - Concurrent
Its COO urged firms to automate repeatable, rules-based work.
Concurrent, Practifi and Vanilla urge agentic AI for routine work - CAPTRUST
Added a $300 million Raleigh team, its ninth deal of 2026
19 RIA deals in a week as Mariner seeks $150 million in debt - DeVoe & Company
Reported RIA deal volume fell 17% to 77 in the third quarter
19 RIA deals in a week as Mariner seeks $150 million in debt - Elevation Point
Took a stake in Truing and had invested in $14.4B of assets
19 RIA deals in a week as Mariner seeks $150 million in debt - Schwab Advisor Services
Announced a Sept. 14, 2026 deal with Anthropic for its advisor unit
Claude asks RIAs for 20 seats and a $4,800 minimum - Beacon Pointe Advisors
Closed a $1.2B capital raise with terms not stated
Mariner seeks $150M term loan add-on, lifting debt to $1.3B - Hightower Signature Wealth
Employee channel receiving the Sandy Cove addition
The $947 Million Median Is Not the Bid a Sub-$1B RIA Gets - Merit Financial Advisors
Announced four deals in the 90 days, among the busiest acquirers.
Busiest RIA buyers average $679 million a deal, below the median - Ascentis Independent Advisors
Logged 43 tracked events, fewer than LPL's gap over UBS.
LPL Financial leads advisor moves with $5.4 billion added - BNY Pershing
Named as a custodian for Latigo Peak's assets
Phil Scott and Jim Atwood launch $18.6B RIA Latigo Peak as BofA downgrades Ameriprise - MissionSquare Wealth Management
MissionSquare Wealth Management 61 Kestra Private Wealth Services 58
UBS leads advisor activity in the past 30 days - Cerulli Associates
Research found tax planning is the most outsourced service by HNW practices
High-net-worth practices outsource tax planning most, at 55% - ICG Next
A $2.3B New Jersey firm that moved from LPL to Osaic
LPL Financial posts $357M Q3 net income, down from $379M in Q2 - Altruist
Vanguard's agreement to acquire Altruist matters less for custody than for the bar it sets for human advice
19 RIA deals in a week as Mariner seeks $150 million in debt - Truing Capital Advisors
Received a minority stake from Elevation Point and will custody at Goldman
19 RIA deals in a week as Mariner seeks $150 million in debt - Vanguard Group
Vanguard's agreement to acquire Altruist matters less for custody than for the bar it sets for human advice
19 RIA deals in a week as Mariner seeks $150 million in debt - Cerity Partners
Cerity Partners, which reports more than $206 billion in client assets, merged in Cornerstone Capital
RIA sale prices depend on client retention and deal structure - Spire Investment Partners
McLean hybrid RIA with $5.4B sold to Concurrent as asset purchase
RIA sale prices depend on client retention and deal structure
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