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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- LPL Financial
Took Matt Griggs's practice from Edward Jones
Raymond James lands $460M father-son team from Wells Fargo - UBS
Provided the team staffing William Blair's new Dallas office
Raymond James lands $460M father-son team from Wells Fargo - Schwab
Distribution platform where TCW's TPAY asset-backed fund is offered
TCW's TPAY asset-backed fund nears $600 million in AUM - Fidelity
Distribution platform offering TCW's TPAY asset-backed income fund
TCW's TPAY asset-backed fund nears $600 million in AUM - Raymond James
Recruited the Krawec team managing over $460M from Wells Fargo
Raymond James lands $460M father-son team from Wells Fargo - Mercer Advisors
Refinanced $1.9B of private debt with terms not stated
Mariner seeks $150M term loan add-on, lifting debt to $1.3B - Kestra Private Wealth Services
Recorded 67 advisor moves and deal events over the past 30 days.
LPL Financial leads advisor moves with 133 in 30 days - Raymond James Financial Services
Losing the $1.1B advisor team to an independent Fidelity RIA.
Stribling-Whalen team with $1.1B leaves Raymond James for RIA - Osaic
Reid said large-scale M&A is "not really in our plan," which points to recruiting as the channel
UBS and Ameriprise add retention bonuses as recruiting turns fierce - Goldman Sachs
Will custody assets for Truing Capital Advisors' new RIA
19 RIA deals in a week as Mariner seeks $150 million in debt - Wells Fargo
Lost the Krawec team managing over $460M to Raymond James
Raymond James lands $460M father-son team from Wells Fargo - RBC Wealth Management
Added a $1 billion UBS advisor team in Pittsburgh
19 RIA deals in a week as Mariner seeks $150 million in debt - Northwestern Mutual
Logged 58 tracked events in the 30-day window.
LPL Financial leads advisor moves with $5.4 billion added - RFG Advisory
Logged 58 tracked events in the 30-day window.
LPL Financial leads advisor moves with $5.4 billion added - Betterment
Offers a wrap-fee waiver for Fidelity RIAs until June 30, 2027
19 RIA deals in a week as Mariner seeks $150 million in debt - The Retirement Planning Group
Recorded 64 advisor moves and deal events over the past 30 days.
LPL Financial leads advisor moves with 133 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 - Truist
Named in a $152 million announced Oct. 27 real estate transaction.
Seven real estate deals total $1.22 billion on Oct. 27 - Charles Schwab
Reported $13.33 trillion in client assets and $67.6B net new assets
Recruiting scoreboard: client assets at public wealth firms in September 2026 - AlphaCore Wealth Advisory
Three deals disclosed $400M, lowest ranked total
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 - Wells Fargo Advisors Financial Network
Logged 42 tracked events, fewer than LPL's gap over UBS.
LPL Financial leads advisor moves with $5.4 billion added - 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
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