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Search the network’s Firm & Fund Lookup- Echo Wealth Management
Cornerstone Capital at $1.4 billion and Echo Wealth Management at about $337 million
RIA sale prices depend on client retention and deal structure - Forge Trust Co.
buy Forge Trust Co. and its parent from Schwab, pooling $20 billion
RIA sale prices depend on client retention and deal structure - Nuveen
Completed acquisition of Schroders recorded at $2.6T AUM
RIA sale prices depend on client retention and deal structure - Rosenwald Private Wealth
A $1.1B Baltimore team that joined Indivisible Partners
Hightower announced three RIA deals and closed none in 90 days - Wealthspire
Parent of Ground Control, which bought Atlantic Swiss
RIA sale prices depend on client retention and deal structure - XYPN
Had 110 firms working toward registration; 370+ advisors added in 2026
RIA sale prices depend on client retention and deal structure - Truist Investment Services
Lost Brown, Taylor, Shaw & Associates' four-advisor team to Pinnacle.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Merrill Lynch
Merrill Lynch told advisors its 2027 growth award requires $7.5 million and four net new households
Merrill lifts 2027 growth bar to $7.5M as RBC hires $1B UBS team - Commonwealth Financial Network
Former home of $350M GFS Advisory team recruited by Raymond James
LPL adds $1B Seattle team from Northwestern Mutual; Raymond James recruits $350M Georgia practice - The Strategic Financial Alliance Inc.
Raymond James Financial Services and The Strategic Financial Alliance at 51 each, and Mariner Wealth at 50
Advisor moves outnumber breakaways 38 to 1 over the past 30 days - Cullman/Holt Group
Joined Wells Fargo FiNet from UBS with $1.3B in client assets
Wells Fargo FiNet adds $1.3 billion UBS team, loses $1.1 billion Praxis to LPL - MissionSquare Retirement
Logged 64 events in 30 days, one of several mid-size firms with dozens.
RFG Advisory leads wealth management activity as advisor moves nearly triple deal announcements - BlackRock
Its 2026 study found women plan advisor switches over unmet tax needs.
Over 1 in 4 advised women plan to switch over taxes - Edward Jones
Lost Matt Griggs's practice to LPL Financial platforms
Raymond James lands $460M father-son team from Wells Fargo - JLL Capital Markets
Named in the largest $333.3 million closing among Oct. 27 deals.
Seven real estate deals total $1.22 billion on Oct. 27 - Commonwealth
LPL advanced its preparation to onboard the firm
LPL Financial posts $357M Q3 net income, down from $379M in Q2 - J.P. Morgan Advisors
Hired Linda A. Patel to lead its Southeast territory.
J.P. Morgan Advisors hires ex-Merrill's Patel for 80-advisor Southeast - Moody's
Projects 6.7x debt/EBITDA and says ratings are unaffected
Wealth managers announced 156 RIA deals, closed 50 in 90 days - Atlantic Swiss
Acquired by Ground Control; has over $1 billion in assets
19 RIA deals in a week as Mariner seeks $150 million in debt - Bank of America
Downgraded Ameriprise over retention-bonus costs, according to report
19 RIA deals in a week as Mariner seeks $150 million in debt - Salesforce
Will meter AI calls; pricing amount is not stated
Claude asks RIAs for 20 seats and a $4,800 minimum - S&P
Said Mariner's add-on debt would not affect ratings
19 RIA deals in a week as Mariner seeks $150 million in debt - UBS Financial Services
Lost two teams with $1.2 billion in disclosed books
19 RIA deals in a week as Mariner seeks $150 million in debt - Beacon Capital Management
Placed under Criterion by Sammons, keeping brand and Form ADV
RIA sale prices depend on client retention and deal structure - Criterion
Holding company Sammons used for $27B AUM/A three-firm group
RIA sale prices depend on client retention and deal structure
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