Most active RIA aggregators and acquirers
The firms behind the most announced RIA deals in AdvisorIQ's tracker, with the date of each one's latest deal.
As of Oct 28, 2026, Wealth Enhancement is the most active RIA acquirer in AdvisorIQ's deal tracker, with 35 of the 498 announced deals since Jan 7, 2025.
Acquirers in the deal tracker
| Acquirer | Deals | Latest announcement | Sellers, newest first |
|---|---|---|---|
| Wealth Enhancement | 35 | Sep 30, 2026 | RWA Wealth Partners; Arbor Capital Management; Dickerson Jackson & Associates; Servo Wealth Management; Weinand Financial; Miramar Capital; Cloud Investments, LLC; Trippon Wealth Management Group and associated tax practice; WealthShield Partners and Madison Oaks Wealth Partners; Kaminsky-Silverman Group of Shufro Rose; Shufro-Glass Group of Shufro Rose; Sherpa Wealth Strategies; Lake Tahoe Wealth Management; FullCircle Wealth; Parros Financial Group; Advisor team from TFB Advisors (The Archer Team); The H Group and FocusPoint Solutions; Ascent Private Wealth; Dent Wealth Advisors; AEGIS Financial; Wealth Advocates; Spectrum Wealth Management and Putman Group; L.M. Kohn & Company; FPG Private Wealth; Guidance Wealth; Wise Wealth; Dempsey Investment Management, LLC; Manwaring Wealth Management; XO Wealth Management; Marcum Wealth; Capstone Team from Capstone Wealth Advisors, LLC; VanceGray Wealth Management, Inc.; Northwest Investment Counselors, LLC; Danison & Associates, Inc.; The Scribner Team |
| Carson Group | 32 | Oct 27, 2026 | St. John & Associates; Foran Financial Group; Elios Financial Group; Doyle and Loughman Wealth Management; Pinnacle Wealth Management; FFR Wealth Team; Practice led by Ted Swenson; Jackson Wealth Management; Harbor Wealth Management; Carson Wealth Murray (Thom Hall); Buckley Investment Group; Furstenau Financial; ZeroCelsius Wealth Studio; Applied Financial Planning; Carson Wealth Scottsdale; Carson Wealth Milton; Schlipman Wealth; Carson Wealth Minneapolis; Total Wealth Planning; Carson Wealth Pittsburgh (Neal McGrath); Shilanski & Associates; Wells Trecaso Financial Group; Carson Wealth Doylestown; Aveo Capital; Jacob William Advisory; Carson Wealth Salt Lake City; Wambolt & Associates; SRQ Wealth; Carson Wealth Orlando (founded as Cadwell Wealth); Mommaerts Mahaney Financial Services; Carson Wealth Chicago; Carson Wealth Cedar Rapids (including Las Vegas office) |
| Merit Financial Advisors | 23 | Oct 7, 2026 | Moldenhauer & Associates; Bell Financial Services Company; The Bridgeway Group; Towson Wealth Management, LLC; Pradel Financial Group; Strategic Retirement Plans; Yeomans Consulting Group, Inc.; GlennCo, LLC; TL Financial Group; SSC Wealth, LLC; Blueprint Wealth Advisors, LLC; Mennenga Tax & Financial; Obsidian Planning Solutions; Global Wealth Advisors; AMP Wealth Management; Olympic Wealth Management, LLC; RCM Investments; Safeguard Wealth Management; Bill Spalding Wealth Management; Sanctuary Wealth Management, LLC and Fiduciary Services, LLC; Hershey Wealth Advisors, LLC; Pillar Wealth Management Co.; Zimmermann Investment Management & Planning |
| Mercer Advisors | 22 | Oct 14, 2026 | Goal Line Financial, LLC; NorthAvenue Financial Advocates; Eagleson Arndt Financial Advisors; Personal Financial Solutions; Charter Oak Capital Management; Long Run Wealth Advisors; Poterack Capital Advisory; McConnell Financial Advisors; Thompson Advisory Services; Glass Jacobson Wealth Advisors; Singer Burke (SB Capital Management, Inc. and Singer Burke Zimmer & Kogan, LLP); Eagle Wealth Management; West Oak Capital, LLC; Family Wealth Planning Group and affiliate Family Wealth Tax Advisory; O'Brien Wealth Partners; Full Sail Capital; Lewis Wealth Management, LLC; Tufton Capital Management, LLC; D. Scott Neal, Inc.; Vishria Bird Financial Group; Financial Partners Group; Edward Vance Investment Management |
| Beacon Pointe Advisors | 20 | May 19, 2026 | Financially In Tune; MGB Wealth Management; Pacifica Wealth Advisors; The Financial Advisors; Financial Planning Solutions; InvestmentHunter Wealth Services; Voyager Wealth Management; Litman Gregory Wealth Management; Hemington Wealth Management; Sensible Financial Planning; The Family Firm; Alderfer Bergen & Co.; Amore Ambro; Moser Wealth Advisors; Hart & Patterson Financial Group; Heritage Financial Planning; Jentner Wealth Management; Michael A. Dubis Financial Planning; Ng Wealth Advisors; Waypoint Wealth Partners |
| Cerity Partners | 17 | Oct 1, 2026 | Compass Wealth Management; Echo Wealth Management; Cornerstone Capital, Inc.; Contant-Leit and Wacht Groups of Shufro Rose & Co.; Gilbert & Cook; Cordant Wealth Partners; Covenant Partners; Edge Financial Advisors; Running Point Capital Advisors; SOL Capital Management; Austin Private Wealth; Oak Hill Wealth Advisors; Graypoint; Von Berge Wealth Management; Cook Wealth; West Coast Financial; Prio Wealth |
| Savant Wealth Management | 15 | Oct 13, 2026 | Cedarstone Advisors; Socha Financial Group; Richard Brothers Financial Advisors; Meridian Wealth Advisors; Desmond Wealth Management; North Ridge Wealth Advisors; Exencial Wealth Advisors; Heller Wealth Management; Grand Capital Advisors; Heritage Financial; APC Financial Planning; Gryphon Advisors; PrairieView Partners; Parkworth Wealth Management; Corrigan Financial |
| Waverly Advisors | 15 | Oct 13, 2026 | MCS Family Wealth Advisors; Heartwood Wealth Advisors; InVista Advisors; WealthPlans, LLC and Cooley & Associates, P.C.; TruWealth Advisors; McBride Financial Advisors; Pure Portfolios; Forefront Wealth Management; Bridge Creek Capital Management; Pacific Portfolio Consulting, LLC and Pacific Portfolio Trust Company; Brass Tax Wealth Management; Fiduciary Wealth Advisors; NBW Capital, LLC; GGM Wealth Advisors; Dickinson Investment Advisors |
| Bluespring Wealth Partners | 15 | Oct 7, 2026 | Family Wealth Counseling; Element Wealth Advisors; Synthesis Wealth Planning; Pittman Financial Group; SHP Financial; Coghill Investment Strategies; Front Porch Financial; Signature Wealth; Ray Olson, LLC; Fiduciary EDGE Advisors; New Wall Street; Halcyon Wealth Advisors; SilverStar Wealth Management; Charter Capital Management; Reliant Wealth Planning |
| EP Wealth Advisors | 15 | Jun 30, 2026 | Opes Wealth Management; Divergent Planning; Thompson Wealth Management; LongView Asset Management; Capital Insight Partners; Clearview Wealth Advisors; Better Money Decisions; Rappaport Reiches Capital Management; Buffington Mohr McNeal; NBS Financial Services; AlphaMark Advisors; Peninsula Wealth; The Holben Group; Criterion Capital Advisors; Executive Wealth Management |
| Creative Planning | 13 | Sep 15, 2026 | RVK; Brightworks Wealth Management; Duncan & Haley, Ltd.; Marshall Financial Group; Burt Wealth Advisors; Financial Abundance; SageView Advisory Group; Grassi Investment Management; Mosaic Pacific; Monterey Private Wealth; Maxwell Wealth Strategies; Krivoshein | McDaniels Financial; Kowal Investment Group |
| Corient | 12 | Aug 5, 2026 | Summit Trail Advisors; Seven Bridges Advisors; Music Row Wealth Management; Capital Advisors, Inc.; Vivaldi Capital Management; Palo Alto Wealth Advisors; Bristlecone Advisors; Northeast Financial Consultants; Breed's Hill Capital; Messick Peacock & Associates; Rootstock Advisors; Geller & Company (multi-family office business) |
| Hightower Advisors | 11 | Oct 8, 2026 | Synergy Capital Solutions; Sandy Cove Advisors; Boston Hill Advisors; Valley Financial Group; Stearns Financial Group; Private Vista, Hightower Great Lakes and The McGuirk & De Nevi Group; The Bahnsen Group; Lexington Wealth Management; Journey Strategic Wealth; Smith Anglin; Lindbrook Capital |
| MAI Capital Management | 11 | Aug 18, 2026 | OG Private Wealth; Waypoint Wealth Counsel LLC; Saybrook Wealth Group; Service Academy Capital Management, LLC; LOC Investment Advisers; Lowe Wealth Advisors; Court Place Advisors, LLC; Liberty Private Client, LLC; J.W. Coons Advisors, LLC; Summit Financial Advisors, LLC; Evoke Advisors |
| Apella Wealth | 9 | Oct 13, 2026 | Blue Spark Capital Advisors LLC; Longview Financial Advisors, LLC; Morris Financial Concepts, Inc.; Financial Connections Group, Inc.; PBMares Wealth Management (wealth management division of PBMares LLP); Park Piedmont Advisors; Independence Wealth Advisors; Iron Horse Wealth Management; Marrella Private Wealth |
| Modern Wealth Management | 9 | Sep 23, 2026 | AWA Wealth Management; Sanchez Wealth Management Group; Flaharty Asset Management; Brown and Company; Legacy Wealth Management; PSF/Galloway; Kaye Capital Management; OFM Wealth; Wade Financial Advisory and Planned Asset Management |
| CAPTRUST | 8 | Sep 23, 2026 | Compass Advisors and Long Island Wealth Management; Stillwater Capital Advisors; Suncoast Prosperity Advisors; Alpha Cubed Investments; Meritage Portfolio Management; Cobblestone Capital Advisors; Carolinas Investment Consulting; Wealth Covenant Group |
| Arax Advisory Partners | 8 | Jul 23, 2026 | Transcend Capital Advisors; Millares Asset Management; Omni Financial Advisory Group; GFP Private Wealth; Day Hagan; Summit Wealth Strategies; Schechter Investment Advisors; Cedrus Financial |
| Mission Wealth | 8 | Jun 9, 2026 | FRG Family Wealth Advisors; RightPath Investments & Financial Planning; PBL Wealth Management; Diversified Asset Management; Retter Capital Management; Hamilton Walker Advisers; Brown Wealth Management; Logic Capital Management |
| Aspen Standard Wealth | 7 | Oct 6, 2026 | Cullen Investment Group, Ltd.; Denver Private Wealth Management; CWS Financial Advisors; BlueSky Wealth Advisors; MG Financial; SKY Investment Group; New England Private Wealth Advisors |
| Maridea Wealth Management | 7 | Sep 21, 2026 | River Cities Financial Services; Pultro Financial Management; Park Ridge Financial; Ashford Investment Advisors; Chichester Financial Group, LLC; Hoot Wealth; Pinnacle Wealth Management |
| Constellation Wealth Capital | 7 | Aug 24, 2026 | Confluence Financial Partners; BIP Wealth; DayMark Wealth Partners; Greenwood Gearhart; Merit Financial Advisors; Procyon Partners; Bogart Wealth |
| Cetera | 7 | Jun 25, 2026 | Marmo Financial Group; Matkovic Financial Group; Plains Wealth Management; Darnall Sikes Wealth Partners; HMC Partners; First Financial Advisors, Inc. and A.G. Tidswell C.P.A., P.C.; Hawkes Wealth Management, Wealtheon Advisors and Financial Research, Inc. |
| Mariner | 7 | Jun 9, 2026 | Atlantic Wealth Partners; Wealth Conscious Management; First National Advisors and Strava Wealth; Defined Financial Planning; Forté Capital LLC and Ultra Financial Partners; Taurus Asset Management; Cassady Schiller Wealth, Jenkins Wealth and Triton Financial Group |
| The Mather Group | 6 | Oct 8, 2026 | Legacy Consulting Group; Sebold Capital Management; The Hogan-Knotts Financial Group; Napa Wealth Management; Independent Progressive Advisors; Pillar Wealth Management Inc. |
| AlphaCore Wealth Advisory | 6 | Oct 7, 2026 | Blue Rock Financial Group; Brave Family Advisors; Elk River Wealth Management; SPC Financial; Callan Capital; enTrust Wealth Advisors |
| Allworth Financial | 6 | Sep 1, 2026 | High Falls Advisors, Inc. and Holistic Financial Partners; Sachetta; Grunden Financial Advisory; FSA Wealth Management; Shorepoint Capital Partners; Salzinger Sheaff Brock and Sheaff Brock Investment Advisors |
| OneDigital Investment Advisors | 6 | Jul 16, 2026 | Rosenthal Wealth Management Group; Genesis Asset Management Group; Phocus Financial (with Phocus Law and Phocus Insurance Services); Munkeby Kramer; Silicon Valley Retirement Services; Derse Morgen Financial Advisors |
| CW Advisors | 6 | Jun 3, 2026 | Catalina Capital Group; Rovin Capital; Capital Management Services and CHB Investment Group; Wolf Group Capital Advisors and Parsons Capital Management; Delta Financial Group; Aspire Wealth Management and Fernwood Investment Management |
| Focus Partners Wealth | 6 | May 28, 2026 | EverNest Financial Advisors; Kovitz Investment Group; Bordeaux Wealth Advisors; David Wealth Management; Churchill Management Corporation; Merriman Wealth Management |
| Summit Financial | 6 | Mar 18, 2026 | Signet Financial Management; Ivy Wealth Management; Everest Consultants, Crow Financial Advisors, Heritage Wealth Partners and LPF Advisors; Parsons Broach Financial Services and Grandview Square Financial; Gateway Advisory; Genex Consulting |
| Lido Advisors | 6 | Dec 9, 2025 | Stuart Chaussee & Associates; Fountainhead Advisors; Olympus Wealth Management; Exchange Capital Management; Copperwynd Financial; BluePointe Capital Management |
| NorthRock Partners | 5 | Sep 29, 2026 | Triumph Wealth Management; Kowalski Financial; Vantage Financial Partners; WGG Wealth Partners; Parkside Advisors |
| Sequoia Financial Group | 4 | Oct 22, 2026 | Quish; BSW Wealth Partners; Sterling Financial Group; The Martin Worley Group |
| Cary Street Partners | 4 | Jul 21, 2026 | Seneca House Advisors; Pursuit Wealth Management; IFS Advisors; Keene & Dorchak |
| Steward Partners | 4 | May 6, 2026 | Wisdom Rock Financial Advisory Group; Longbridge Wealth Advisors; Consilium Wealth Management; Moore's Wealth Management |
| Emigrant Partners | 4 | Apr 9, 2026 | Mutual Group; Keen Wealth Advisors; Principle Wealth Partners; Novare Capital Management |
| F.L.Putnam Investment Management | 3 | Jul 9, 2026 | Seascape Capital Management; Arcadia Investment Management; AOG Wealth Management |
| GCG Advisory Partners | 3 | Jun 23, 2026 | Head Investment Partners; Gateway Capital Advisors; Gunderson Capital Management |
| Wealth Partners Capital Group | 3 | Jun 10, 2026 | Crewe Advisors; Verdence Capital Advisors; MCF Advisors |
| MCF Advisors | 3 | May 8, 2026 | Hoff Bujnoch & Associates; Wealth Planning Corporation; Accredited Wealth Management |
| Wealthspire Advisors | 3 | May 5, 2026 | Fi3 Advisors; RoundAngle Advisors; Marin Financial Advisors |
| Merchant Investment Management | 3 | May 4, 2026 | Sowell Management; IFC Advisors; Meridian Wealth Management |
| United Capital Financial Advisors | 3 | Dec 23, 2025 | Groebl Brothers; Apexium Financial LP; The Paul Group |
| OnePoint BFG Wealth Partners | 2 | Sep 10, 2026 | Bast Financial Group; Spahn Financial Partners |
| Summit Wealth Group | 2 | Sep 4, 2026 | Financial Investment Team; Premier Private Wealth |
| Clearstead Advisors | 2 | Jul 1, 2026 | myCIO Wealth Partners (nine-person Philadelphia advisory team); The Clarius Group |
| Soltis Investment Advisors | 2 | Jun 7, 2026 | Artifex Financial Group; High End Financial |
| Prime Capital Financial | 2 | Jun 6, 2026 | Access Capital; Bradshaw Rogers Financial Partners |
| Cambridge Investment Research | 2 | Mar 28, 2026 | WealthPlanners; The AmeriFlex Group |
| Credent Wealth Management | 2 | Jan 14, 2026 | MainStreet Financial Advisors and First State Investment Advisors; TFG Advisors |
| Rothschild Wealth Partners | 2 | Jan 12, 2026 | Windgate Wealth Management; Siligmueller & Norvid Wealth Advisors |
| Procyon Partners | 2 | Dec 14, 2025 | OLV Investment Group; Wooster Corthell Wealth Management |
| Americana Partners | 2 | Oct 10, 2025 | Goodpasture Gray; Boulevard Family Wealth |
| Fortis Capital Advisors | 2 | Aug 21, 2025 | Risemint; LRVS Advisory Group |
| Composition Wealth | 2 | Jul 15, 2025 | Blue Oak Capital; Centricity Wealth Management |
| Pure Financial Advisors | 2 | Apr 15, 2025 | Fairhaven Wealth Management, LLC; Personal Investment Management, Inc. |
| Elevation Point | 2 | Feb 25, 2025 | Triton Wealth; Stonebrook Private |
| Rothschild Financial Partners | 1 | Oct 19, 2026 | Alpha Rising Wealth Management |
| Verdence Capital Advisors | 1 | Sep 27, 2026 | Harvest Investment Consultants |
| FTV Capital | 1 | Aug 27, 2026 | Kingsview Partners |
| The Vistria Group | 1 | Aug 25, 2026 | Curi Capital |
| Stratos Wealth Enterprises | 1 | Aug 19, 2026 | RPI Financial Life Planners |
| WPWealth | 1 | Aug 19, 2026 | Optimus Capital Advisors |
| Carlyle (Global Credit platform) | 1 | Aug 7, 2026 | Prime Capital Financial |
| Bixby Wealth Solutions | 1 | Jul 29, 2026 | F.L.Putnam Investment Management Company |
| Investcorp | 1 | Jul 29, 2026 | Berger Financial Group, Inc. |
| Avidian Wealth Solutions | 1 | Jul 17, 2026 | Ridgeback Capital Management |
| Caprock | 1 | Jul 14, 2026 | Venturi Private Wealth |
| Choreo | 1 | Jul 8, 2026 | Resource Financial Group |
| Coastal Bridge Advisors | 1 | Jul 2, 2026 | Waddell & Associates and One Charles Private Wealth |
| Modera Wealth Management | 1 | Jun 16, 2026 | Northstar Financial Planners |
| Pathstone | 1 | Jun 4, 2026 | Mill Creek Capital Advisors |
| Socium Advisors | 1 | Apr 2, 2026 | Amplify Wealth Partners |
| RFG Advisory | 1 | Apr 1, 2026 | RVA Wealth Management |
| Carlyle | 1 | Mar 31, 2026 | MAI Capital Management |
| Plancorp Wealth Management | 1 | Mar 31, 2026 | Regency Investment Advisors |
| The Cynosure Group | 1 | Mar 20, 2026 | Threadline Wealth (formerly Moss Adams Wealth Advisors) |
| Rise Growth Partners | 1 | Mar 11, 2026 | Cyndeo Wealth Partners |
| Summitry | 1 | Mar 11, 2026 | Vantage Wealth |
| Emigrant Bancorp | 1 | Mar 4, 2026 | Fortis Management Group |
| First Manhattan | 1 | Mar 3, 2026 | Beddow Capital Management |
| Shore Group Advisors | 1 | Feb 4, 2026 | Butler Associates Financial Planners |
| Angeles Wealth Management | 1 | Jan 14, 2026 | XO Capital |
| Integrated Partners | 1 | Jan 7, 2026 | Fair Street Advisors |
| Earned | 1 | Dec 9, 2025 | OJM Group |
| Apollon Wealth Management | 1 | Dec 7, 2025 | Motley Fool Wealth Management |
| LPL Financial | 1 | Nov 19, 2025 | Private Advisor Group |
| Matter Family Office | 1 | Nov 17, 2025 | IWP Family Office |
| Dakota Wealth Management | 1 | Nov 10, 2025 | Lokken Investment Group |
| BIP Wealth | 1 | Oct 7, 2025 | Prehmus Financial Partners |
| Badgley Phelps Wealth Managers | 1 | Oct 6, 2025 | Marshall & Sullivan |
| Perigon Wealth Management | 1 | Oct 1, 2025 | Gitterman Wealth Management |
| BharCap Partners | 1 | Sep 10, 2025 | GCG Advisory Partners |
| Signature Estate & Investment Advisors | 1 | Sep 9, 2025 | Select Money Management |
| New England Private Wealth Advisors | 1 | Sep 3, 2025 | DHK Financial Advisors |
| IronBridge Wealth Counsel | 1 | Aug 26, 2025 | Cullen Financial Advisors |
| RWA Wealth Partners | 1 | Aug 18, 2025 | Moirai Wealth Management |
| SageView Advisory Group | 1 | Aug 14, 2025 | Capital Strategies Investment Group (CAP STRAT) |
| Osaic | 1 | Jun 17, 2025 | CW Advisors |
The 100 buyers with the most deals, of 105.
Source: AdvisorIQ's RIA deal tracker, where each deal links to the announcement it was confirmed against; checked Oct 28, 2026.
What an RIA aggregator is
An RIA aggregator, sometimes called a consolidator, buys or merges with independent RIAs and runs them under one brand or platform. The tracker also records investors that take a minority stake, so the table says acquirers rather than assuming every name is an aggregator.
How we count
Each announced deal in the tracker counts once, for the buyer or investor the announcement names. Names are matched as written, so a firm announced under two names appears twice. Minority and strategic investments are counted with acquisitions and mergers. The ranking is by number of deals, not by the size of the firms bought, and buyers with the same count are ordered by their latest announcement.
The tracker covers announcements from Jan 7, 2025 to Oct 27, 2026. A deal is listed only when we can confirm it from the buyer's, seller's or investor's own announcement or an SEC filing. The tracker is not a complete list of every transaction, so a firm with few deals here may have done more elsewhere, and a count is not a view on any firm.