Live Tracker
The people and firms behind the headlines. Follow their coverage, explore their profiles, and see what brought them into the news.
Search the network’s Firm & Fund Lookup- Janney Montgomery Scott
Gained a five-person Houston team managing $3.5 billion in client assets.
Janney adds $3.5B Houston team from Raymond James - Rockefeller Global Family Office
Added a Houston team reported at $1.4 billion and $700 million
UBS and Ameriprise add retention bonuses as recruiting turns fierce - Fitch
Scores wealth managers 40 out of 100 on AI disruption risk
Claude asks RIAs for 20 seats and a $4,800 minimum - Axos
Joins Betterment in pitching the 706 firms below Fidelity's line.
Fidelity's $100 million floor meets Anthropic's $4,800 minimum - Cornerstone Capital
merged in Cornerstone Capital at $1.4 billion and Echo Wealth Management
RIA sale prices depend on client retention and deal structure - Hightower Naples
About $1.1B business being bought by Bahnsen Group
RIA sale prices depend on client retention and deal structure - Sandy Cove Advisors
Hightower expected its deal to close in September, but none did
Hightower announced three RIA deals and closed none in 90 days - Schroders
Target in Nuveen's completed acquisition, recorded at $2.6T AUM
RIA sale prices depend on client retention and deal structure - U.S. Bank
Was source of advisor teams in LPL's $5.4 billion addition
LPL replaces advisor recruiting chief as executive changes outpace liftouts - 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 - Blue Rock Financial Group
Sussex County, Del. practice subject of AlphaCore deal
Mercer Advisors closes $1.9B refinancing led by Goldman Sachs - Wealth Care
Acquired by HB Wealth as a $700M Texas RIA without multi-year cadence
Concurrent announces $5.4B Spire purchase and $3B–$10B platform target - Merrill
Took three teams worth at least $15.4 billion in assets
Non-wirehouse employee firms won 15 of 38 $1B-plus team moves - T. Rowe Price
Plans to expand alternatives sales team to 15 by year-end 2026
T. Rowe Price plans 15 alts salespeople for advisors by year-end - Ameriprise Financial
Reported $1.25 trillion in client assets and $3.1B client net flows
Recruiting scoreboard: client assets at public wealth firms in September 2026 - Stifel Independent Advisors
Lost a three-person team with $576M in client assets to Osaic.
Osaic president says recruiting turned 'very, very fierce' - Cerulli
Found 15% of independent RIAs use commissionable insurance products
Insurers rank IBDs above RIAs for annuity growth - Goldman Sachs Asset Management
Surveyed 103 carrier participants on fastest-growing annuity channels
Insurers rank IBDs above RIAs for annuity growth - 4thGEN Wealth Management
Acquired by Modern Wealth in a $330 million disclosed deal
19 RIA deals in a week as Mariner seeks $150 million in debt - Cetera
Lost an advisor who launched Kinetic Wealth with a $300M book
19 RIA deals in a week as Mariner seeks $150 million in debt - Mariner Wealth Advisors
Seeks $150 million add-on debt, lifting term loan B to $1.3B
19 RIA deals in a week as Mariner seeks $150 million in debt - Orion
Will charge vendors for API access; amount is not stated
Claude asks RIAs for 20 seats and a $4,800 minimum - Alto
Agreed to buy Forge Trust and parent, pending South Dakota approval
RIA sale prices depend on client retention and deal structure - Ascend Advisory Group
Wells Fargo FiNet affiliate received Cullman-Holt team and $1.3B.
UBS Bought $5.3 Billion of Recruits and Lost $11 Billion - CohnReznick
Agreed to add Aldrich's $8B wealth practice by mid-December
RIA sale prices depend on client retention and deal structure
How the tracker works
Rankings count distinct stories published by Private Wealth Daily in the selected period. Repeat versions of the same story count once. Ties go to the most recent coverage. Firms includes named funds.
Descriptions are grounded in the linked article and checked against its supporting text. Affiliations appear only when explicitly stated in that article; they describe the relationship reported at that time. Source credits and incidental references are excluded. Profiles may include reporting from across the Daily Network.
New articles and corrections are processed throughout the day. Mentions appear after processing; ambiguous identities and unsupported affiliations are omitted.