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Search the network’s Firm & Fund Lookup- Orion
Will charge vendors for API access; amount is not stated
Claude asks RIAs for 20 seats and a $4,800 minimum - Salesforce
Will meter AI calls; pricing amount is not stated
Claude asks RIAs for 20 seats and a $4,800 minimum - 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 - 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 - Northwind Group
Closed a $1B real estate debt fund at twice its $500M target
Credit fundraising falls 48% as hard assets outraise it by $5.3B - AlphaCore Wealth Advisory
Appointed a chief financial officer in a staffing addition.
Dynasty hires CMO as Mercer and AlphaCore fill data and finance posts - 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 - 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 - Finny
Named among six connectors added to Claude for Financial Advisors
Anthropic adds six connectors to Claude for Financial Advisors - 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 - Steward Partners
Its own 12-month deal mix implies about 1.7x the reported count
Wealth managers announced 156 RIA deals, closed 50 in 90 days - Freehold Wealth Management
Three-person team with $576M in client assets moved to Osaic from Stifel.
Osaic president says recruiting turned 'very, very fierce' - 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 - Fitch
Scores wealth managers 40 out of 100 on AI disruption risk
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 - Hightower Naples
About $1.1B business being bought by Bahnsen Group
RIA sale prices depend on client retention and deal structure - NDF III
Final close at $1 billion, twice its $500 million target and largest ever
Hard assets outraise credit by $5.3B as fundraising falls 14% - 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 - Wealth Enhancement
Announced three deals but closed none in the 90-day window.
Busiest RIA buyers average $679 million a deal, below the median - Dynasty Financial Partners
Hired a chief marketing officer in a senior marketing staffing addition.
Dynasty hires CMO as Mercer and AlphaCore fill data and finance posts - BetaNXT
Will add Pave Finance's portfolio software to wealth management suite.
Allspring and Vestmark build tax-aware models as BetaNXT adds Pave - Pave Finance
Its portfolio software will be added to BetaNXT's wealth management suite.
Allspring and Vestmark build tax-aware models as BetaNXT adds Pave - Vestmark
Platform will host Allspring's active strategies with tax overlays.
Allspring and Vestmark build tax-aware models as BetaNXT adds Pave - Citizens Private Wealth
Added $3.28B in client assets by lifting three advisor teams
Citizens Private Wealth adds $3.28 billion via three liftouts
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