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- Silver Lake Capital Partners
Acquired by Beacon Pointe; reported at about $200 million
19 RIA deals in a week as Mariner seeks $150 million in debt - 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 - WorthPointe Financial Planners
Acquired by Beacon Pointe; reported at about $1 billion
19 RIA deals in a week as Mariner seeks $150 million in debt - Aldrich
Selling its $8B wealth practice to CohnReznick
RIA sale prices depend on client retention and deal structure - AlphaCore
Announced three smaller deals and closed none in the window
Hightower announced three RIA deals and closed none in 90 days - Alto
Agreed to buy Forge Trust and parent, pending South Dakota approval
RIA sale prices depend on client retention and deal structure - Axos
Joins Betterment in pitching the 706 firms below Fidelity's line.
Fidelity's $100 million floor meets Anthropic's $4,800 minimum - 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 - CohnReznick
Agreed to add Aldrich's $8B wealth practice by mid-December
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 - JPMorgan
Atwood and Scott left it with $18.6B in client assets to open Latigo
Hightower announced three RIA deals and closed none in 90 days - Lido Advisors
Co-CEO floated cross-border deals for the $42.5 billion RIA
Steward CEO Jim Gold says RIA deal volume may run five times reported - 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 - Modern Wealth
Acquired 4thGEN in a deal involving a $330 million California practice
Steward CEO Jim Gold says RIA deal volume may run five times reported - NextEra
Secured $5.7B for three federal gas-fired energy hubs by 2032
Hard assets out-raised private credit by $5.3B in Q3 - Rosenwald Private Wealth
A $1.1B Baltimore team that joined Indivisible Partners
Hightower announced three RIA deals and closed none in 90 days - Sanctuary Wealth
Adds bQuest aging-care tools for partner firms; pricing not disclosed.
Fidelity's $100 million floor meets Anthropic's $4,800 minimum - 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 - Syntax
Sends custom indices into Schwab's iRebal for advisor model building.
Fidelity's $100 million floor meets Anthropic's $4,800 minimum - TerraWatt
Proposed up to 1 GW of data center capacity; 2027 closing is contingent
Hard assets outraise credit by $5.3B as fundraising falls 14% - WorthPointe
Its $1B acquisition by Beacon Pointe closed without founder Van Slyke
Hightower announced three RIA deals and closed none in 90 days - XY Planning Network
Has 110 firms working toward registration, up from 60 a year earlier
Hightower announced three RIA deals and closed none in 90 days - Kintra Wealth
Added Great Scott Financial Services, a six-advisor team.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Pinnacle Asset Management
Added Brown, Taylor, Shaw & Associates, a four-advisor team.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Truist Investment Services
Lost Brown, Taylor, Shaw & Associates' four-advisor team to Pinnacle.
RBC, Kintra, Pinnacle, Modern add 20 advisors
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.