# Most active RIA aggregators and acquirers

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.

As of: 2026-10-28
Address: https://advisoriq.com/succession/aggregators/

## Facts

- Deal count: 498
- Acquirer count: 105
- Acquirers with more than one deal: 58
- Since: 2025-01-07
- Newest: 2026-10-27
- Acquirers: Rank: 1, Acquirer: Wealth Enhancement, Deals: 35, Latest announced: 2026-09-30, Sellers: 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; Rank: 2, Acquirer: Carson Group, Deals: 32, Latest announced: 2026-10-27, Sellers: 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); Rank: 3, Acquirer: Merit Financial Advisors, Deals: 23, Latest announced: 2026-10-07, Sellers: 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; Rank: 4, Acquirer: Mercer Advisors, Deals: 22, Latest announced: 2026-10-14, Sellers: 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; Rank: 5, Acquirer: Beacon Pointe Advisors, Deals: 20, Latest announced: 2026-05-19, Sellers: 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; Rank: 6, Acquirer: Cerity Partners, Deals: 17, Latest announced: 2026-10-01, Sellers: 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; Rank: 7, Acquirer: Savant Wealth Management, Deals: 15, Latest announced: 2026-10-13, Sellers: 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; Rank: 8, Acquirer: Waverly Advisors, Deals: 15, Latest announced: 2026-10-13, Sellers: 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; Rank: 9, Acquirer: Bluespring Wealth Partners, Deals: 15, Latest announced: 2026-10-07, Sellers: 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; Rank: 10, Acquirer: EP Wealth Advisors, Deals: 15, Latest announced: 2026-06-30, Sellers: 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; Rank: 11, Acquirer: Creative Planning, Deals: 13, Latest announced: 2026-09-15, Sellers: 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; Rank: 12, Acquirer: Corient, Deals: 12, Latest announced: 2026-08-05, Sellers: 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); Rank: 13, Acquirer: Hightower Advisors, Deals: 11, Latest announced: 2026-10-08, Sellers: 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; Rank: 14, Acquirer: MAI Capital Management, Deals: 11, Latest announced: 2026-08-18, Sellers: 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; Rank: 15, Acquirer: Apella Wealth, Deals: 9, Latest announced: 2026-10-13, Sellers: 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; Rank: 16, Acquirer: Modern Wealth Management, Deals: 9, Latest announced: 2026-09-23, Sellers: 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; Rank: 17, Acquirer: CAPTRUST, Deals: 8, Latest announced: 2026-09-23, Sellers: 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; Rank: 18, Acquirer: Arax Advisory Partners, Deals: 8, Latest announced: 2026-07-23, Sellers: Transcend Capital Advisors; Millares Asset Management; Omni Financial Advisory Group; GFP Private Wealth; Day Hagan; Summit Wealth Strategies; Schechter Investment Advisors; Cedrus Financial; Rank: 19, Acquirer: Mission Wealth, Deals: 8, Latest announced: 2026-06-09, Sellers: 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; Rank: 20, Acquirer: Aspen Standard Wealth, Deals: 7, Latest announced: 2026-10-06, Sellers: Cullen Investment Group, Ltd.; Denver Private Wealth Management; CWS Financial Advisors; BlueSky Wealth Advisors; MG Financial; SKY Investment Group; New England Private Wealth Advisors; Rank: 21, Acquirer: Maridea Wealth Management, Deals: 7, Latest announced: 2026-09-21, Sellers: River Cities Financial Services; Pultro Financial Management; Park Ridge Financial; Ashford Investment Advisors; Chichester Financial Group, LLC; Hoot Wealth; Pinnacle Wealth Management; Rank: 22, Acquirer: Constellation Wealth Capital, Deals: 7, Latest announced: 2026-08-24, Sellers: Confluence Financial Partners; BIP Wealth; DayMark Wealth Partners; Greenwood Gearhart; Merit Financial Advisors; Procyon Partners; Bogart Wealth; Rank: 23, Acquirer: Cetera, Deals: 7, Latest announced: 2026-06-25, Sellers: 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.; Rank: 24, Acquirer: Mariner, Deals: 7, Latest announced: 2026-06-09, Sellers: 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; Rank: 25, Acquirer: The Mather Group, Deals: 6, Latest announced: 2026-10-08, Sellers: Legacy Consulting Group; Sebold Capital Management; The Hogan-Knotts Financial Group; Napa Wealth Management; Independent Progressive Advisors; Pillar Wealth Management Inc.; Rank: 26, Acquirer: AlphaCore Wealth Advisory, Deals: 6, Latest announced: 2026-10-07, Sellers: Blue Rock Financial Group; Brave Family Advisors; Elk River Wealth Management; SPC Financial; Callan Capital; enTrust Wealth Advisors; Rank: 27, Acquirer: Allworth Financial, Deals: 6, Latest announced: 2026-09-01, Sellers: 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; Rank: 28, Acquirer: OneDigital Investment Advisors, Deals: 6, Latest announced: 2026-07-16, Sellers: 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; Rank: 29, Acquirer: CW Advisors, Deals: 6, Latest announced: 2026-06-03, Sellers: 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; Rank: 30, Acquirer: Focus Partners Wealth, Deals: 6, Latest announced: 2026-05-28, Sellers: EverNest Financial Advisors; Kovitz Investment Group; Bordeaux Wealth Advisors; David Wealth Management; Churchill Management Corporation; Merriman Wealth Management; Rank: 31, Acquirer: Summit Financial, Deals: 6, Latest announced: 2026-03-18, Sellers: 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; Rank: 32, Acquirer: Lido Advisors, Deals: 6, Latest announced: 2025-12-09, Sellers: Stuart Chaussee & Associates; Fountainhead Advisors; Olympus Wealth Management; Exchange Capital Management; Copperwynd Financial; BluePointe Capital Management; Rank: 33, Acquirer: NorthRock Partners, Deals: 5, Latest announced: 2026-09-29, Sellers: Triumph Wealth Management; Kowalski Financial; Vantage Financial Partners; WGG Wealth Partners; Parkside Advisors; Rank: 34, Acquirer: Sequoia Financial Group, Deals: 4, Latest announced: 2026-10-22, Sellers: Quish; BSW Wealth Partners; Sterling Financial Group; The Martin Worley Group; Rank: 35, Acquirer: Cary Street Partners, Deals: 4, Latest announced: 2026-07-21, Sellers: Seneca House Advisors; Pursuit Wealth Management; IFS Advisors; Keene & Dorchak; Rank: 36, Acquirer: Steward Partners, Deals: 4, Latest announced: 2026-05-06, Sellers: Wisdom Rock Financial Advisory Group; Longbridge Wealth Advisors; Consilium Wealth Management; Moore's Wealth Management; Rank: 37, Acquirer: Emigrant Partners, Deals: 4, Latest announced: 2026-04-09, Sellers: Mutual Group; Keen Wealth Advisors; Principle Wealth Partners; Novare Capital Management; Rank: 38, Acquirer: F.L.Putnam Investment Management, Deals: 3, Latest announced: 2026-07-09, Sellers: Seascape Capital Management; Arcadia Investment Management; AOG Wealth Management; Rank: 39, Acquirer: GCG Advisory Partners, Deals: 3, Latest announced: 2026-06-23, Sellers: Head Investment Partners; Gateway Capital Advisors; Gunderson Capital Management; Rank: 40, Acquirer: Wealth Partners Capital Group, Deals: 3, Latest announced: 2026-06-10, Sellers: Crewe Advisors; Verdence Capital Advisors; MCF Advisors; Rank: 41, Acquirer: MCF Advisors, Deals: 3, Latest announced: 2026-05-08, Sellers: Hoff Bujnoch & Associates; Wealth Planning Corporation; Accredited Wealth Management; Rank: 42, Acquirer: Wealthspire Advisors, Deals: 3, Latest announced: 2026-05-05, Sellers: Fi3 Advisors; RoundAngle Advisors; Marin Financial Advisors; Rank: 43, Acquirer: Merchant Investment Management, Deals: 3, Latest announced: 2026-05-04, Sellers: Sowell Management; IFC Advisors; Meridian Wealth Management; Rank: 44, Acquirer: United Capital Financial Advisors, Deals: 3, Latest announced: 2025-12-23, Sellers: Groebl Brothers; Apexium Financial LP; The Paul Group; Rank: 45, Acquirer: OnePoint BFG Wealth Partners, Deals: 2, Latest announced: 2026-09-10, Sellers: Bast Financial Group; Spahn Financial Partners; Rank: 46, Acquirer: Summit Wealth Group, Deals: 2, Latest announced: 2026-09-04, Sellers: Financial Investment Team; Premier Private Wealth; Rank: 47, Acquirer: Clearstead Advisors, Deals: 2, Latest announced: 2026-07-01, Sellers: myCIO Wealth Partners (nine-person Philadelphia advisory team); The Clarius Group; Rank: 48, Acquirer: Soltis Investment Advisors, Deals: 2, Latest announced: 2026-06-07, Sellers: Artifex Financial Group; High End Financial; Rank: 49, Acquirer: Prime Capital Financial, Deals: 2, Latest announced: 2026-06-06, Sellers: Access Capital; Bradshaw Rogers Financial Partners; Rank: 50, Acquirer: Cambridge Investment Research, Deals: 2, Latest announced: 2026-03-28, Sellers: WealthPlanners; The AmeriFlex Group; Rank: 51, Acquirer: Credent Wealth Management, Deals: 2, Latest announced: 2026-01-14, Sellers: MainStreet Financial Advisors and First State Investment Advisors; TFG Advisors; Rank: 52, Acquirer: Rothschild Wealth Partners, Deals: 2, Latest announced: 2026-01-12, Sellers: Windgate Wealth Management; Siligmueller & Norvid Wealth Advisors; Rank: 53, Acquirer: Procyon Partners, Deals: 2, Latest announced: 2025-12-14, Sellers: OLV Investment Group; Wooster Corthell Wealth Management; Rank: 54, Acquirer: Americana Partners, Deals: 2, Latest announced: 2025-10-10, Sellers: Goodpasture Gray; Boulevard Family Wealth; Rank: 55, Acquirer: Fortis Capital Advisors, Deals: 2, Latest announced: 2025-08-21, Sellers: Risemint; LRVS Advisory Group; Rank: 56, Acquirer: Composition Wealth, Deals: 2, Latest announced: 2025-07-15, Sellers: Blue Oak Capital; Centricity Wealth Management; Rank: 57, Acquirer: Pure Financial Advisors, Deals: 2, Latest announced: 2025-04-15, Sellers: Fairhaven Wealth Management, LLC; Personal Investment Management, Inc.; Rank: 58, Acquirer: Elevation Point, Deals: 2, Latest announced: 2025-02-25, Sellers: Triton Wealth; Stonebrook Private; Rank: 59, Acquirer: Rothschild Financial Partners, Deals: 1, Latest announced: 2026-10-19, Sellers: Alpha Rising Wealth Management; Rank: 60, Acquirer: Verdence Capital Advisors, Deals: 1, Latest announced: 2026-09-27, Sellers: Harvest Investment Consultants; Rank: 61, Acquirer: FTV Capital, Deals: 1, Latest announced: 2026-08-27, Sellers: Kingsview Partners; Rank: 62, Acquirer: The Vistria Group, Deals: 1, Latest announced: 2026-08-25, Sellers: Curi Capital; Rank: 63, Acquirer: Stratos Wealth Enterprises, Deals: 1, Latest announced: 2026-08-19, Sellers: RPI Financial Life Planners; Rank: 64, Acquirer: WPWealth, Deals: 1, Latest announced: 2026-08-19, Sellers: Optimus Capital Advisors; Rank: 65, Acquirer: Carlyle (Global Credit platform), Deals: 1, Latest announced: 2026-08-07, Sellers: Prime Capital Financial; Rank: 66, Acquirer: Bixby Wealth Solutions, Deals: 1, Latest announced: 2026-07-29, Sellers: F.L.Putnam Investment Management Company; Rank: 67, Acquirer: Investcorp, Deals: 1, Latest announced: 2026-07-29, Sellers: Berger Financial Group, Inc.; Rank: 68, Acquirer: Avidian Wealth Solutions, Deals: 1, Latest announced: 2026-07-17, Sellers: Ridgeback Capital Management; Rank: 69, Acquirer: Caprock, Deals: 1, Latest announced: 2026-07-14, Sellers: Venturi Private Wealth; Rank: 70, Acquirer: Choreo, Deals: 1, Latest announced: 2026-07-08, Sellers: Resource Financial Group; Rank: 71, Acquirer: Coastal Bridge Advisors, Deals: 1, Latest announced: 2026-07-02, Sellers: Waddell & Associates and One Charles Private Wealth; Rank: 72, Acquirer: Modera Wealth Management, Deals: 1, Latest announced: 2026-06-16, Sellers: Northstar Financial Planners; Rank: 73, Acquirer: Pathstone, Deals: 1, Latest announced: 2026-06-04, Sellers: Mill Creek Capital Advisors; Rank: 74, Acquirer: Socium Advisors, Deals: 1, Latest announced: 2026-04-02, Sellers: Amplify Wealth Partners; Rank: 75, Acquirer: RFG Advisory, Deals: 1, Latest announced: 2026-04-01, Sellers: RVA Wealth Management; Rank: 76, Acquirer: Carlyle, Deals: 1, Latest announced: 2026-03-31, Sellers: MAI Capital Management; Rank: 77, Acquirer: Plancorp Wealth Management, Deals: 1, Latest announced: 2026-03-31, Sellers: Regency Investment Advisors; Rank: 78, Acquirer: The Cynosure Group, Deals: 1, Latest announced: 2026-03-20, Sellers: Threadline Wealth (formerly Moss Adams Wealth Advisors); Rank: 79, Acquirer: Rise Growth Partners, Deals: 1, Latest announced: 2026-03-11, Sellers: Cyndeo Wealth Partners; Rank: 80, Acquirer: Summitry, Deals: 1, Latest announced: 2026-03-11, Sellers: Vantage Wealth; Rank: 81, Acquirer: Emigrant Bancorp, Deals: 1, Latest announced: 2026-03-04, Sellers: Fortis Management Group; Rank: 82, Acquirer: First Manhattan, Deals: 1, Latest announced: 2026-03-03, Sellers: Beddow Capital Management; Rank: 83, Acquirer: Shore Group Advisors, Deals: 1, Latest announced: 2026-02-04, Sellers: Butler Associates Financial Planners; Rank: 84, Acquirer: Angeles Wealth Management, Deals: 1, Latest announced: 2026-01-14, Sellers: XO Capital; Rank: 85, Acquirer: Integrated Partners, Deals: 1, Latest announced: 2026-01-07, Sellers: Fair Street Advisors; Rank: 86, Acquirer: Earned, Deals: 1, Latest announced: 2025-12-09, Sellers: OJM Group; Rank: 87, Acquirer: Apollon Wealth Management, Deals: 1, Latest announced: 2025-12-07, Sellers: Motley Fool Wealth Management; Rank: 88, Acquirer: LPL Financial, Deals: 1, Latest announced: 2025-11-19, Sellers: Private Advisor Group; Rank: 89, Acquirer: Matter Family Office, Deals: 1, Latest announced: 2025-11-17, Sellers: IWP Family Office; Rank: 90, Acquirer: Dakota Wealth Management, Deals: 1, Latest announced: 2025-11-10, Sellers: Lokken Investment Group; Rank: 91, Acquirer: BIP Wealth, Deals: 1, Latest announced: 2025-10-07, Sellers: Prehmus Financial Partners; Rank: 92, Acquirer: Badgley Phelps Wealth Managers, Deals: 1, Latest announced: 2025-10-06, Sellers: Marshall & Sullivan; Rank: 93, Acquirer: Perigon Wealth Management, Deals: 1, Latest announced: 2025-10-01, Sellers: Gitterman Wealth Management; Rank: 94, Acquirer: BharCap Partners, Deals: 1, Latest announced: 2025-09-10, Sellers: GCG Advisory Partners; Rank: 95, Acquirer: Signature Estate & Investment Advisors, Deals: 1, Latest announced: 2025-09-09, Sellers: Select Money Management; Rank: 96, Acquirer: New England Private Wealth Advisors, Deals: 1, Latest announced: 2025-09-03, Sellers: DHK Financial Advisors; Rank: 97, Acquirer: IronBridge Wealth Counsel, Deals: 1, Latest announced: 2025-08-26, Sellers: Cullen Financial Advisors; Rank: 98, Acquirer: RWA Wealth Partners, Deals: 1, Latest announced: 2025-08-18, Sellers: Moirai Wealth Management; Rank: 99, Acquirer: SageView Advisory Group, Deals: 1, Latest announced: 2025-08-14, Sellers: Capital Strategies Investment Group (CAP STRAT); Rank: 100, Acquirer: Osaic, Deals: 1, Latest announced: 2025-06-17, Sellers: CW Advisors

## Notes

- Counts are announced deals in AdvisorIQ's deal tracker, not every RIA transaction.
- Each deal counts once, for the buyer or investor the announcement names; names are matched as written.
- Minority and strategic investments are counted with acquisitions and mergers.
- Rank is by number of deals, not by the size of the firms bought; buyers with the same count are ordered by latest announcement.

## Sources

- Carson Group and St. John & Associates, 2026-10-27, checked 2026-10-28: https://www.carsongroup.com/insights/blog/carson-group-welcomes-st-john-associates-to-carson-wealth-office-in-milton-ga/
- Sequoia Financial Group and Quish, 2026-10-22, checked 2026-10-23: https://www.prnewswire.com/news-releases/sequoia-financial-group-acquires-colorado-wealth-manager-quish-302917053.html
- Rothschild Financial Partners and Alpha Rising Wealth Management, 2026-10-19, checked 2026-10-19: https://www.prnewswire.com/news-releases/rothschild-financial-partners-welcomes-alpha-rising-wealth-management-302911500.html
- Mercer Advisors and Goal Line Financial, LLC, 2026-10-14, checked 2026-10-18: https://www.merceradvisors.com/press/mercer-advisors-deepens-ohio-valley-presence-with-goal-line-financial/
- Apella Wealth and Blue Spark Capital Advisors LLC, 2026-10-13, checked 2026-10-18: https://www.financialcontent.com/article/bizwire-2026-10-13-apella-wealth-expands-northeast-presence-with-blue-spark-capital-advisors
- Savant Wealth Management and Cedarstone Advisors, 2026-10-13, checked 2026-10-18: https://pulse2.com/savant-wealth-management-partners-with-cedarstone-advisors-adding-213-million-in-assets/
- Waverly Advisors and MCS Family Wealth Advisors, 2026-10-13, checked 2026-10-18: https://waverly-advisors.com/insights/waverly-advisors-acquires-mcs-family-wealth-advisors/
- Carson Group and Foran Financial Group, 2026-10-08, checked 2026-10-18: https://www.carsongroup.com/insights/blog/carson-group-expands-presence-in-new-jersey-with-addition-of-foran-financial-group/
- Hightower Advisors and Synergy Capital Solutions, 2026-10-08, checked 2026-10-18: https://hightowersignature.com/resource/news/synergy-capital-solutions-joins-hightower-signature-wealth/
- The Mather Group and Legacy Consulting Group, 2026-10-08, checked 2026-10-18: https://pulse2.com/the-mather-group-partners-with-legacy-consulting-group/
- AlphaCore Wealth Advisory and Blue Rock Financial Group, 2026-10-07, checked 2026-10-18: https://www.investmentnews.com/ria-news/alphacore-adds-400m-blue-rock-in-mid-atlantic-push/268514
- Bluespring Wealth Partners and Family Wealth Counseling, 2026-10-07, checked 2026-10-18: https://www.bluespringwealth.com/advisor/insights/bluespring-wealth-kdi-family-wealth-release
- Merit Financial Advisors and Moldenhauer & Associates, 2026-10-07, checked 2026-10-18: https://www.prnewswire.com/news-releases/merit-financial-advisors-acquires-1-1-billion-moldenhauer--associates-expanding-presence-in-western-new-york-302900390.html
- Aspen Standard Wealth and Cullen Investment Group, Ltd., 2026-10-06, checked 2026-10-18: https://aspenstandardwealth.com/2026/10/06/aspen-standard-wealth-acquires-1-billion-aum-cullen-investment-group/
- Cerity Partners and Compass Wealth Management, 2026-10-01, checked 2026-10-18: https://ceritypartners.com/news/cerity-partners-merges-with-compass-wealth-management/
- Cerity Partners and Echo Wealth Management, 2026-10-01, checked 2026-10-18: https://ceritypartners.com/news/cerity-partners-enters-minnesota-market-echo-wealth-management/
- Cerity Partners and Cornerstone Capital, Inc., 2026-10-01, checked 2026-10-05: https://www.prnewswire.com/news-releases/cerity-partners-expands-presence-in-the-san-francisco-bay-area-with-addition-of-cornerstone-capital-302895104.html
- Hightower Advisors and Sandy Cove Advisors, 2026-09-30, checked 2026-10-05: https://hightowersignature.com/resource/news/sandy-cove-advisors-joins-hightower-signature-wealth-expanding-financial-planning-capabilities-and-adding-752m-in-aum/
- Wealth Enhancement and RWA Wealth Partners, 2026-09-30, checked 2026-10-05: https://www.prnewswire.com/news-releases/wealth-enhancement-expands-family-office-capabilities-through-reserve-by-wealth-enhancement-and-partnership-with-rwa-wealth-partners-302894438.html
- NorthRock Partners and Triumph Wealth Management, 2026-09-29, checked 2026-10-18: https://www.prnewswire.com/news-releases/northrock-partners-expands-midwest-presence-with-addition-of-triumph-wealth-management-llc-302892517.html
- Waverly Advisors and Heartwood Wealth Advisors, 2026-09-29, checked 2026-10-05: https://waverly-advisors.com/insights/waverly-advisors-acquires-heartwood-wealth-advisors/
- Verdence Capital Advisors and Harvest Investment Consultants, 2026-09-27, checked 2026-10-18: https://pulse2.com/verdence-capital-advisors-acquires-564-million-firm-harvest-investment-consultants/
- Modern Wealth Management and AWA Wealth Management, 2026-09-23, checked 2026-10-05: https://www.modwm.com/modern-wealth-expands-in-california-with-290-million-sacramento-area-team/
- CAPTRUST and Compass Advisors and Long Island Wealth Management, 2026-09-23, checked 2026-10-05: https://www.prnewswire.com/news-releases/captrust-expands-presence-in-new-york-with-addition-of-compass-advisors-and-long-island-wealth-management-302886965.html
- Cerity Partners and Contant-Leit and Wacht Groups of Shufro Rose & Co., 2026-09-22, checked 2026-10-18: https://ceritypartners.com/news/cerity-partners-to-welcome-the-contant-leit-and-wacht-groups/
- Maridea Wealth Management and River Cities Financial Services, 2026-09-21, checked 2026-10-18: https://pulse2.com/maridea-wealth-management-river-cities-financial-services-dietz-futrell-walters-insurance/
- Cerity Partners and Gilbert & Cook, 2026-09-18, checked 2026-10-05: https://www.prnewswire.com/news-releases/cerity-partners-merges-with-gilbert--cook-building-on-more-than-30-years-serving-clients-and-families-in-iowa-302882705.html
- Apella Wealth and Longview Financial Advisors, LLC, 2026-09-16, checked 2026-10-18: https://www.financialcontent.com/article/bizwire-2026-9-16-apella-wealth-welcomes-longview-financial-advisors-expanding-bay-area-presence-and-adding-approximately-384-million-in-aum
- Creative Planning and RVK, 2026-09-15, checked 2026-10-20: https://creativeplanning.com/press/creative-planning-to-acquire-rvk-expanding-its-institutional-investment-consulting-capabilities/
- Apella Wealth and Morris Financial Concepts, Inc., 2026-09-15, checked 2026-10-18: https://www.financialcontent.com/article/bizwire-2026-9-15-morris-financial-concepts-joins-apella-wealth
- Carson Group and Elios Financial Group, 2026-09-14, checked 2026-10-05: https://www.carsongroup.com/insights/blog/carson-group-reaches-milestone-50-integrated-offices-with-addition-of-elios-financial-group/
- Modern Wealth Management and Sanchez Wealth Management Group, 2026-09-10, checked 2026-10-18: https://www.modwm.com/modern-wealth-grows-florida-footprint-with-710-million-jacksonville-team/
- OnePoint BFG Wealth Partners and Bast Financial Group, 2026-09-10, checked 2026-10-18: https://www.onepointbfg.com/news/onepoint-bfg-welcomes-bast-financial-group
- Hightower Advisors and Boston Hill Advisors, 2026-09-09, checked 2026-10-18: https://hightowersignature.com/resource/news/boston-hill-advisors-joins-hightower-signature-wealth/
- Maridea Wealth Management and Pultro Financial Management, 2026-09-04, checked 2026-10-18: https://wealthmanagement.com/ria-news/deals-moves-newedge-lpl-and-osaic-poach-from-rivals
- Summit Wealth Group and Financial Investment Team, 2026-09-04, checked 2026-10-18: https://pulse2.com/summit-wealth-acquires-224-million-firm-financial-investment-team/
- Wealth Enhancement and Arbor Capital Management, 2026-09-03, checked 2026-10-18: https://www.prnewswire.com/news-releases/wealth-enhancement-announces-acquisition-of-arbor-capital-management-an-independent-ria-with-over-345-million-in-client-assets-302868473.html
- Savant Wealth Management and Socha Financial Group, 2026-09-01, checked 2026-10-18: https://pulse2.com/savant-wealth-management-542-million-firm-socha-financial-group-joins/
- Wealth Enhancement and Dickerson Jackson & Associates, 2026-09-01, checked 2026-10-05: https://www.prnewswire.com/news-releases/wealth-enhancement-announces-acquisition-of-dickerson-jackson--associates-a-hybrid-ria-with-over-376-million-in-client-assets-302865356.html
- Sequoia Financial Group and BSW Wealth Partners, 2026-09-01, checked 2026-10-05: https://www.prnewswire.com/news-releases/sequoia-financial-group-acquires-2-3-billion-ria-bsw-wealth-partners-deepening-colorado-presence-302866298.html
- Allworth Financial and High Falls Advisors, Inc. and Holistic Financial Partners, 2026-09-01, checked 2026-10-05: https://www.prnewswire.com/news-releases/allworth-financial-surpasses-40b-aum-with-acquisitions-in-rochester-ny-and-indianapolis-302861400.html
- FTV Capital and Kingsview Partners, 2026-08-27, checked 2026-10-18: https://www.prnewswire.com/news-releases/kingsview-partners-announces-significant-growth-investment-from-ftv-capital-302861109.html
- Mercer Advisors and NorthAvenue Financial Advocates, 2026-08-25, checked 2026-10-18: https://www.merceradvisors.com/press/mercer-advisors-expands-ohio-valley-presence-with-northavenue-financial-advocates/
- Merit Financial Advisors and Bell Financial Services Company, 2026-08-25, checked 2026-10-18: https://meritfinancialadvisors.com/blog/merit-financial-advisors-partners-with-bell-financial-adding-second-office-in-michigan/
- The Vistria Group and Curi Capital, 2026-08-25, checked 2026-10-05: https://www.prnewswire.com/news-releases/curi-capital-chicago-based-ria-partners-with-the-vistria-group-for-strategic-investment-in-wealth-management-growth-302858946.html
- Constellation Wealth Capital and Confluence Financial Partners, 2026-08-24, checked 2026-10-05: https://www.prnewswire.com/news-releases/confluence-financial-partners-announces-strategic-partnership-with-constellation-wealth-capital-302858481.html
- Wealth Enhancement and Servo Wealth Management, 2026-08-20, checked 2026-10-18: https://www.prnewswire.com/news-releases/wealth-enhancement-announces-acquisition-of-servo-wealth-management-an-independent-ria-with-over-210-million-in-client-assets-302855693.html
- Stratos Wealth Enterprises and RPI Financial Life Planners, 2026-08-19, checked 2026-10-18: https://pulse2.com/stratos-onboards-400-million-firm-rpi-financial-life-planners/
- WPWealth and Optimus Capital Advisors, 2026-08-19, checked 2026-10-18: https://www.prnewswire.com/news-releases/optimus-capital-advisors-joins-wpwealth-302854750.html
- MAI Capital Management and OG Private Wealth, 2026-08-18, checked 2026-10-18: https://mai.capital/resources/ogprivatewealthpressrelease/
- Wealth Enhancement and Weinand Financial, 2026-08-18, checked 2026-10-18: https://www.prnewswire.com/news-releases/wealth-enhancement-announces-acquisition-of-weinand-financial-an-independent-ria-with-over-644-million-in-client-assets-302853533.html
- MAI Capital Management and Waypoint Wealth Counsel LLC, 2026-08-17, checked 2026-10-18: https://mai.capital/resources/mai-capital-management-expands-into-atlanta-market-through-of-acquisition-of-waypoint-wealth-counsel/
- Maridea Wealth Management and Park Ridge Financial, 2026-08-17, checked 2026-10-18: https://pulse2.com/maridea-wealth-management-acquires-park-ridge-financial-expanding-more-in-chicago/
- Merit Financial Advisors and The Bridgeway Group, 2026-08-12, checked 2026-10-05: https://www.prnewswire.com/news-releases/merit-financial-advisors-acquires-900-million-firm-the-bridgeway-group-expanding-southern-california-presence-302847355.html
- Hightower Advisors and Valley Financial Group, 2026-08-11, checked 2026-10-05: https://hightoweradvisors.com/blogs/news/hightower-announces-275m-acquisition-of-valley-financial-group
- Carlyle (Global Credit platform) and Prime Capital Financial, 2026-08-07, checked 2026-10-05: https://primefinancial.com/prime-capital-financial-announces-strategic-partnership-with-carlyle/
- Aspen Standard Wealth and Denver Private Wealth Management, 2026-08-05, checked 2026-10-18: https://aspenstandardwealth.com/2026/08/05/aspen-standard-wealth-acquires-denver-private-wealth-management/
- Corient and Summit Trail Advisors, 2026-08-05, checked 2026-10-05: https://corient.com/us/en/global-news/Summit-Trail-Press-Release
- Hightower Advisors and Stearns Financial Group, 2026-08-04, checked 2026-10-18: https://hightoweradvisors.com/blogs/news/hightower-signature-wealth-adds-2-5b-in-aum-through-addition-of-stearns-financial-group
- Wealth Enhancement and Miramar Capital, 2026-08-04, checked 2026-10-05: https://www.prnewswire.com/news-releases/wealth-enhancement-announces-acquisition-of-miramar-capital-an-independent-ria-with-over-592-million-in-client-assets-302842284.html
- Allworth Financial and Sachetta, 2026-08-04, checked 2026-10-05: https://www.prnewswire.com/news-releases/allworth-financial-accelerates-growth-strategy-with-acquisition-of-1-1-billion-tax-focused-advisory-firm-sachetta-302841897.html
- AlphaCore Wealth Advisory and Brave Family Advisors, 2026-08-03, checked 2026-10-18: https://www.investmentnews.com/ria-news/alphacore-expands-into-new-jersey-with-brave-family-advisors-deal/267656
- Wealth Enhancement and Cloud Investments, LLC, 2026-07-30, checked 2026-10-18: https://www.prnewswire.com/news-releases/wealth-enhancement-to-acquire-cloud-investments-an-independent-ria-with-over-462-million-in-client-assets-302838699.html
- Carson Group and Doyle and Loughman Wealth Management, 2026-07-29, checked 2026-10-18: https://www.carsongroup.com/insights/blog/carson-group-welcomes-doyle-and-loughman-wealth-management-to-integrated-community/
- Investcorp and Berger Financial Group, Inc., 2026-07-29, checked 2026-10-05: https://www.investcorp.com/investcorp-invests-in-berger-financial-group/
- Bixby Wealth Solutions and F.L.Putnam Investment Management Company, 2026-07-29, checked 2026-10-05: https://www.prnewswire.com/news-releases/flputnam-announces-strategic-minority-investment-from-bixby-wealth-solutions-302837315.html
- Corient and Seven Bridges Advisors, 2026-07-28, checked 2026-10-18: https://corient.com/us/en/global-news/Seven-Bridges-Press-Release
- Merit Financial Advisors and Towson Wealth Management, LLC, 2026-07-28, checked 2026-10-18: https://www.prnewswire.com/news-releases/merit-financial-advisors-announces-acquisition-of-towson-wealth-management-expanding-presence-in-maryland-302828161.html
- Waverly Advisors and InVista Advisors, 2026-07-28, checked 2026-10-18: https://waverly-advisors.com/news/waverly-advisors-acquires-invista-advisors/
- Arax Advisory Partners and Transcend Capital Advisors, 2026-07-23, checked 2026-10-05: https://www.globenewswire.com/news-release/2026/07/23/3332300/0/en/arax-signs-definitive-agreement-to-acquire-3-billion-ria-transcend-capital-advisors.html
- Cary Street Partners and Seneca House Advisors, 2026-07-21, checked 2026-10-18: https://virginiabusiness.com/cary-street-partners-acquires-richmond-wealth-management-firm/
- NorthRock Partners and Kowalski Financial, 2026-07-21, checked 2026-10-18: https://www.prnewswire.com/news-releases/northrock-partners-expands-minneapolis-presence-with-addition-of-kowalski-financial-strengthening-national-growth-strategy-302830371.html
- Avidian Wealth Solutions and Ridgeback Capital Management, 2026-07-17, checked 2026-10-18: https://avidianwealth.com/financial-insights/news/avidian-wealth-solutions-acquires-ridgeback-capital-management/
- OneDigital Investment Advisors and Rosenthal Wealth Management Group, 2026-07-16, checked 2026-10-18: https://www.onedigital.com/en-US/articles/welcomes-rosenthal-wealth-management-group-expanding-personalized-wealth-management-across-mid-atlantic/
- Wealth Enhancement and Trippon Wealth Management Group and associated tax practice, 2026-07-16, checked 2026-10-18: https://www.prnewswire.com/news-releases/wealth-enhancement-announces-acquisition-of-trippon-wealth-management-group-and-associated-tax-practice-with-over-299-million-in-client-assets-302827130.html
- Corient and Music Row Wealth Management, 2026-07-14, checked 2026-10-18: https://imdealsblog.sewkis.com/insights/corient-acquires-music-row-wealth-management/
- Wealth Enhancement and WealthShield Partners and Madison Oaks Wealth Partners, 2026-07-14, checked 2026-10-18: https://www.prnewswire.com/news-releases/wealth-enhancement-announces-acquisition-of-wealthshield-partners-and-madison-oaks-wealth-partners-with-over-993-million-in-client-assets-302824577.html
- Caprock and Venturi Private Wealth, 2026-07-14, checked 2026-10-05: https://www.prnewswire.com/news-releases/caprock-announces-acquisition-of-venturi-private-wealth-302824221.html
- Carson Group and Pinnacle Wealth Management, 2026-07-09, checked 2026-10-18: https://www.carsongroup.com/insights/blog/carson-group-welcomes-pinnacle-wealth-management-team-to-the-carson-wealth-office-in-roseville-california/
- F.L.Putnam Investment Management and Seascape Capital Management, 2026-07-09, checked 2026-10-18: https://pulse2.com/f-l-putnam-acquires-seascape-capital-management-to-expand-new-hampshire-wealth-management-presence/
- OneDigital Investment Advisors and Genesis Asset Management Group, 2026-07-09, checked 2026-10-18: https://www.onedigital.com/en-US/articles/genesis-asset-management-group/
- Choreo and Resource Financial Group, 2026-07-08, checked 2026-10-05: https://www.prnewswire.com/news-releases/choreo-acquires-resource-financial-group-assets-302820146.html
- Carson Group and FFR Wealth Team, 2026-07-07, checked 2026-10-18: https://www.carsongroup.com/insights/blog/carson-wealth-expands-northern-kentucky-presence-with-integration-of-ffr-wealth-team/
- Hightower Advisors and Private Vista, Hightower Great Lakes and The McGuirk & De Nevi Group, 2026-07-07, checked 2026-10-18: https://hightoweradvisors.com/blogs/news/hightower-signature-wealth-continues-expansion-with-addition-of-5b-from-three-advisory-practices
- Aspen Standard Wealth and CWS Financial Advisors, 2026-07-07, checked 2026-10-05: https://aspenstandardwealth.com/2026/07/07/aspen-standard-wealth-welcomes-cws-financial-advisors-to-its-growing-ria-platform/
- Coastal Bridge Advisors and Waddell & Associates and One Charles Private Wealth, 2026-07-02, checked 2026-10-18: https://www.prnewswire.com/news-releases/coastal-bridge-advisors-waddell--associates-and-one-charles-private-wealth-combine-firms-302816468.html
- Wealth Enhancement and Kaminsky-Silverman Group of Shufro Rose, 2026-07-02, checked 2026-10-18: https://www.prnewswire.com/news-releases/wealth-enhancement-to-acquire-the-kaminsky-silverman-group-of-shufro-rose-with-over-554-million-in-client-assets-302816466.html
- Cerity Partners and Cordant Wealth Partners, 2026-07-01, checked 2026-10-18: https://www.prnewswire.com/news-releases/cerity-partners-expands-into-oregon-after-merger-with-cordant-wealth-partners-302815560.html
- Clearstead Advisors and myCIO Wealth Partners (nine-person Philadelphia advisory team), 2026-07-01, checked 2026-10-18: https://www.prnewswire.com/news-releases/clearstead-expands-national-presence-with-addition-of-strategic-team-in-philadelphia-302814941.html
- Savant Wealth Management and Richard Brothers Financial Advisors, 2026-07-01, checked 2026-10-18: https://www.investmentnews.com/ria-news/savant-wealth-management-enters-maine-with-latest-acquisition/267244
- Carson Group and Practice led by Ted Swenson, 2026-06-30, checked 2026-10-18: https://www.carsongroup.com/insights/blog/ted-swenson-transitions-to-carson-wealth-integrated-office-in-colorado/
- EP Wealth Advisors and Opes Wealth Management, 2026-06-30, checked 2026-10-18: https://www.wealthmanagement.com/ria-news/ep-wealth-acquires-900m-opes-wealth-management
- Wealth Enhancement and Shufro-Glass Group of Shufro Rose, 2026-06-30, checked 2026-10-18: https://www.prnewswire.com/news-releases/wealth-enhancement-to-acquire-the-shufro-glass-group-of-shufro-rose-with-over-760-million-in-client-assets-302814088.html
- Bluespring Wealth Partners and Element Wealth Advisors, 2026-06-25, checked 2026-10-18: https://www.bluespringwealth.com/advisor/insights/element-wealth-advisors-join-bluespring
- Cetera and Marmo Financial Group, 2026-06-25, checked 2026-10-18: https://cetera.com/press-room/cetera-acquires-marmo-financial-group
- GCG Advisory Partners and Head Investment Partners, 2026-06-23, checked 2026-10-18: https://www.prnewswire.com/news-releases/head-investment-partners-joins-gcg-advisory-partners-platform-302804862.html
- Maridea Wealth Management and Ashford Investment Advisors, 2026-06-23, checked 2026-10-18: https://pulse2.com/maridea-wealth-management-acquires-180-milllion-firm-ashford-investment-advisors/
- Modera Wealth Management and Northstar Financial Planners, 2026-06-16, checked 2026-10-18: https://www.prnewswire.com/news-releases/modera-wealth-management-expands-florida-presence-with-northstar-transaction-302800947.html
- Wealth Partners Capital Group and Crewe Advisors, 2026-06-10, checked 2026-10-18: https://www.hggc.com/system/uploads/fae/file/asset/367/Crewe-Advisors-Press-Release-2026-06-10.pdf
- AlphaCore Wealth Advisory and Elk River Wealth Management, 2026-06-09, checked 2026-10-18: https://www.wealthmanagement.com/ria-news/-8-5b-alphacore-adds-another-1b-with-colorado-ria
- MAI Capital Management and Saybrook Wealth Group, 2026-06-09, checked 2026-10-18: https://mai.capital/resources/mai-capital-management-expands-northeast-presence-with-addition-of-saybrook-wealth-group/
- Mariner and Atlantic Wealth Partners, 2026-06-09, checked 2026-10-18: https://www.marinerwealthadvisors.com/newsroom/2026/06/09/mariner-expands-commitment-to-first-responders-through-planned-acquisition-of-atlantic-wealth-partners/
- Mission Wealth and FRG Family Wealth Advisors, 2026-06-09, checked 2026-10-18: https://imdealsblog.sewkis.com/mission-wealth-merges-with-frg
- Soltis Investment Advisors and Artifex Financial Group, 2026-06-07, checked 2026-10-18: https://pulse2.com/soltis-investment-advisors-acquires-artifex-financial-group-to-expand-midwest-presence/
- Prime Capital Financial and Access Capital, 2026-06-06, checked 2026-10-18: https://pulse2.com/prime-capital-financial-acquires-access-capital-and-expands-wichita-presence/
- Carson Group and Jackson Wealth Management, 2026-06-05, checked 2026-10-18: https://www.carsongroup.com/insights/blog/jackson-wealth-management-selects-carson-group-for-strategic-partnership-to-accelerate-next-phase-of-growth/
- Creative Planning and Brightworks Wealth Management, 2026-06-05, checked 2026-10-18: https://creativeplanning.com/press/creative-planning-expands-in-maryland-with-its-acquisition-of-brightworks-wealth-management/
- Pathstone and Mill Creek Capital Advisors, 2026-06-04, checked 2026-10-18: https://pathstone.com/news/pathstone-expands-philadelphia-presence-through-combination-with-mill-creek-capital/
- CW Advisors and Catalina Capital Group, 2026-06-03, checked 2026-10-18: https://pulse2.com/cw-advisors-expands-into-southern-california-with-catalina-capital-group-addition/
- Modern Wealth Management and Flaharty Asset Management, 2026-06-03, checked 2026-10-18: https://www.modwm.com/modern-wealth-management-continues-florida-expasion-with-1-1b-flaharty-asset-management/
- Savant Wealth Management and Meridian Wealth Advisors, 2026-06-03, checked 2026-10-18: https://www.investmentnews.com/ria-news/mariner-savant-cerity-announce-deals-expanding-practice-capabilities/266846
- Mariner and Wealth Conscious Management, 2026-06-02, checked 2026-10-18: https://www.marinerwealthadvisors.com/newsroom/2026/06/02/mariner-expands-into-entertainment-industry-wealth-with-320m-acquisition-serving-top-talent/
- Waverly Advisors and WealthPlans, LLC and Cooley & Associates, P.C., 2026-06-02, checked 2026-10-18: https://waverly-advisors.com/news/waverly-advisors-acquires-wealthplans-and-cooley-and-associates/
- Arax Advisory Partners and Millares Asset Management, 2026-06-01, checked 2026-10-18: https://araxadvisorypartners.com/blog/
- MAI Capital Management and Service Academy Capital Management, LLC, 2026-06-01, checked 2026-10-18: https://mai.capital/resources/mai-capital-management-expands-with-addition-of-service-academy-capital-management/
- Focus Partners Wealth and EverNest Financial Advisors, 2026-05-28, checked 2026-10-18: https://corporate.focuspartners.com/news/media-press/focus-announces-acquisition-of-evernest-financial-advisors
- Bluespring Wealth Partners and Synthesis Wealth Planning, 2026-05-20, checked 2026-10-18: https://www.bluespringwealth.com/advisor/insights/synthesis-ifg-press-release
- Beacon Pointe Advisors and Financially In Tune, 2026-05-19, checked 2026-10-18: https://www.prnewswire.com/news-releases/beacon-pointe-advisors-continues-to-enhance-its-east-coast-platform-with-female-founded-ria-302771639.html
- CAPTRUST and Stillwater Capital Advisors, 2026-05-14, checked 2026-10-18: https://www.captrust.com/news/captrust-grows-stillwater-capital-advisors/
- Corient and Capital Advisors, Inc., 2026-05-13, checked 2026-10-18: https://corient.com/us/en/global-news/Corient-Announces-Acquisition-of-Capital-Advisors-Expanding-its-Presence-in-the-US-Southwest
- MCF Advisors and Hoff Bujnoch & Associates, 2026-05-08, checked 2026-10-18: https://pulse2.com/mcf-advisors-acquires-hoff-bujnoch-associates-to-expand-northern-kentucky-presence/
- Savant Wealth Management and Desmond Wealth Management, 2026-05-07, checked 2026-10-18: https://pulse2.com/savant-wealth-management-223-million-north-ridge-wealth-advisors-partnership-expands-oregon-presence/
- Savant Wealth Management and North Ridge Wealth Advisors, 2026-05-07, checked 2026-10-18: https://pulse2.com/savant-wealth-management-223-million-north-ridge-wealth-advisors-partnership-expands-oregon-presence/
- Wealth Enhancement and Sherpa Wealth Strategies, 2026-05-07, checked 2026-10-18: https://www.prnewswire.com/news-releases/wealth-enhancement-announces-acquisition-of-sherpa-wealth-strategies-a-hybrid-ria-with-108-million-in-client-assets-302765255.html
- Steward Partners and Wisdom Rock Financial Advisory Group, 2026-05-06, checked 2026-10-18: https://www.prnewswire.com/news-releases/steward-partners-acquires-wisdom-rock-financial-advisory-group-adding-over-500-million-in-assets-to-its-ma-channel-302764429.html
- Mercer Advisors and Eagleson Arndt Financial Advisors, 2026-05-05, checked 2026-10-18: https://www.merceradvisors.com/press/mercer-advisors-adds-planning-led-team-with-eagleson-arndt-financial-advisors/
- Merit Financial Advisors and Pradel Financial Group, 2026-05-05, checked 2026-10-18: https://www.prnewswire.com/news-releases/merit-financial-advisors-announces-acquisition-of-pradel-financial-group-expanding-its-presence-in-the-pacific-northwest-302761604.html
- Wealth Enhancement and Lake Tahoe Wealth Management, 2026-05-05, checked 2026-10-18: https://www.prnewswire.com/news-releases/wealth-enhancement-announces-acquisition-of-lake-tahoe-wealth-management-an-independent-ria-with-318-million-in-client-assets-302762434.html
- Wealthspire Advisors and Fi3 Advisors, 2026-05-05, checked 2026-10-18: https://www.wealthspire.com/news/wealthspire-to-acquire-fi3-advisors
- Merchant Investment Management and Sowell Management, 2026-05-04, checked 2026-10-18: https://www.wealthmanagement.com/ria-news/-6-5b-sowell-management-sells-minority-stake-to-merchant
- The Mather Group and Sebold Capital Management, 2026-05-01, checked 2026-10-18: https://pulse2.com/the-mather-group-acquires-sebold-capital-management-to-deepen-business-owner-advisory-capabilities/
- Carson Group and Harbor Wealth Management, 2026-04-28, checked 2026-10-18: https://www.carsongroup.com/insights/blog/carson-group-expands-presence-in-the-great-lakes-region-with-harbor-wealth-management-acquisition/
- Waverly Advisors and TruWealth Advisors, 2026-04-28, checked 2026-10-18: https://waverly-advisors.com/news/waverly-advisors-acquires-truwealth-advisors/
- GCG Advisory Partners and Gateway Capital Advisors, 2026-04-23, checked 2026-10-18: https://www.prnewswire.com/news-releases/gateway-capital-advisors-joins-gcg-advisory-partners-302751689.html
- Hightower Advisors and The Bahnsen Group, 2026-04-23, checked 2026-10-18: https://hightoweradvisors.com/blogs/news/hightower-to-deepen-strategic-partnership-with-9-5b-the-bahnsen-group
- Modern Wealth Management and Brown and Company, 2026-04-23, checked 2026-10-18: https://www.modwm.com/modern-wealth-management-expands-into-colorado-with-the-acquisition-of-denver-based-brown-and-company/
- Carson Group and Carson Wealth Murray (Thom Hall), 2026-04-22, checked 2026-10-18: https://www.carsongroup.com/insights/blog/carson-group-expands-in-utah-with-full-integration-of-carson-wealth-in-murray/
- F.L.Putnam Investment Management and Arcadia Investment Management, 2026-04-21, checked 2026-10-18: https://pr.valdostadailytimes.com/article/FLPutnam-Expands-National-Footprint-with-Acquisition-of-Michigan-Based-Arcadia-Investment-Management/69e79ead0f25261839c278f3
- OneDigital Investment Advisors and Phocus Financial (with Phocus Law and Phocus Insurance Services), 2026-04-21, checked 2026-10-18: https://www.onedigital.com/en-US/articles/onedigital-welcomes-phocus/
- Wealth Enhancement and FullCircle Wealth, 2026-04-16, checked 2026-10-18: https://www.prnewswire.com/news-releases/wealth-enhancement-announces-acquisition-of-fullcircle-wealth-an-independent-ria-with-over-268-million-in-client-assets-302744629.html
- GCG Advisory Partners and Gunderson Capital Management, 2026-04-15, checked 2026-10-18: https://www.prnewswire.com/news-releases/gunderson-capital-management-joins-gcg-advisory-partners-platform-302743116.html
- Corient and Vivaldi Capital Management, 2026-04-09, checked 2026-10-18: https://corient.com/us/en/global-news/Corient-Announces-Acquisition-of-Vivaldi-Capital-Management
- Emigrant Partners and Mutual Group, 2026-04-09, checked 2026-10-18: https://www.prnewswire.com/news-releases/emigrant-partners-announces-strategic-investment-in-mutual-group-302737598.html
- Hightower Advisors and Lexington Wealth Management, 2026-04-07, checked 2026-10-18: https://hightowersignature.com/blogs/resources/lexington-wealth-management-joins-hightower-signature-wealth
- Mercer Advisors and Personal Financial Solutions, 2026-04-07, checked 2026-10-18: https://www.merceradvisors.com/press/mercer-advisors-expands-new-jersey-presence-with-addition-of-personal-financial-solutions/
- Merit Financial Advisors and Strategic Retirement Plans, 2026-04-07, checked 2026-10-18: https://www.prnewswire.com/news-releases/merit-financial-advisors-acquires-strategic-retirement-plans-expands-presence-in-montana-and-wyoming-302727370.html
- EP Wealth Advisors and Divergent Planning, 2026-04-03, checked 2026-10-18: https://www.wealthmanagement.com/ria-news/deals-moves-cerity-integrated-partners-add-teams
- Apella Wealth and Financial Connections Group, Inc., 2026-04-02, checked 2026-10-18: https://www.fa-mag.com/news/apella-buys--625m-aum-financial-connections--lifting-assets-to--10-5b-86507.html
- Emigrant Partners and Keen Wealth Advisors, 2026-04-02, checked 2026-10-18: https://www.prnewswire.com/news-releases/emigrant-partners-announces-strategic-investment-in-keen-wealth-advisors-302732908.html
- Modern Wealth Management and Legacy Wealth Management, 2026-04-02, checked 2026-10-18: https://www.modwm.com/modern-wealth-management-establishes-south-florida-footprint-with-acquisition-of-1-2b-legacy-wealth-management/
- Socium Advisors and Amplify Wealth Partners, 2026-04-02, checked 2026-10-18: https://pulse2.com/socium-advisors-amplify-wealth-partners-acquisition-expands-retirement-and-benefits-capabilities/
- Wealth Enhancement and Parros Financial Group, 2026-04-02, checked 2026-10-18: https://www.prnewswire.com/news-releases/wealth-enhancement-announces-acquisition-of-parros-financial-group-a-hybrid-ria-with-over-118-million-in-client-assets-302732503.html
- Carson Group and Buckley Investment Group, 2026-04-01, checked 2026-10-18: https://www.carsongroup.com/insights/blog/carson-group-expands-in-washington-with-acquisition-of-buckley-investment-group/
- Cerity Partners and Covenant Partners, 2026-04-01, checked 2026-10-18: https://www.prnewswire.com/news-releases/cerity-partners-announces-merger-with-covenant-partners-llc-302730745.html
- NorthRock Partners and Vantage Financial Partners, 2026-04-01, checked 2026-10-18: https://www.prnewswire.com/news-releases/northrock-partners-expands-across-the-midwest-with-addition-of-vantage-financial-partners-surpassing-12-billion-in-assets-under-management-302730695.html
- RFG Advisory and RVA Wealth Management, 2026-04-01, checked 2026-10-18: https://pulse2.com/rfg-advisory-majority-acquisition-of-rva-wealth-management-expands-capital-solutions-strategy/
- Carlyle and MAI Capital Management, 2026-03-31, checked 2026-10-18: https://www.carlyle.com/media-room/news-release-archive/carlyle-acquire-majority-stake-mai-capital-management
- Cary Street Partners and Pursuit Wealth Management, 2026-03-31, checked 2026-10-18: https://carystreetpartners.com/news/cary-street-partners-continues-strategic-firm-expansion-into-palm-beach/
- Cetera and Matkovic Financial Group, 2026-03-31, checked 2026-10-18: https://cetera.com/press-room/acquisition-matkovic-financial
- Mercer Advisors and Charter Oak Capital Management, 2026-03-31, checked 2026-10-18: https://www.merceradvisors.com/press/mercer-advisors-expands-new-england-footprint-with-charter-oak-capital-management/
- Plancorp Wealth Management and Regency Investment Advisors, 2026-03-31, checked 2026-10-18: https://pulse2.com/plancorp-onboards-1-billion-firm-regency-investment-advisors/
- Savant Wealth Management and Exencial Wealth Advisors, 2026-03-31, checked 2026-10-18: https://www.fa-mag.com/news/savant-wealth-buys-two-rias--adding-nearly--7b-in-assets-86465.html
- Savant Wealth Management and Heller Wealth Management, 2026-03-31, checked 2026-10-18: https://www.fa-mag.com/news/savant-wealth-buys-two-rias--adding-nearly--7b-in-assets-86465.html
- Arax Advisory Partners and Omni Financial Advisory Group, 2026-03-30, checked 2026-10-18: https://www.investmentnews.com/ria-news/arax-snaps-up-new-york-boutique-omni-financial/265896
- Cambridge Investment Research and WealthPlanners, 2026-03-28, checked 2026-10-18: https://pulse2.com/cambridge-investment-research-acquisition-of-wealthplanners-to-strengthen-advisor-succession-strategy/
- Beacon Pointe Advisors and MGB Wealth Management, 2026-03-24, checked 2026-10-18: https://www.prnewswire.com/news-releases/beacon-pointe-advisors-expands-with-two-strategic-team-additions-302722337.html
- Beacon Pointe Advisors and Pacifica Wealth Advisors, 2026-03-24, checked 2026-10-18: https://www.prnewswire.com/news-releases/beacon-pointe-advisors-expands-with-two-strategic-team-additions-302722337.html
- Wealth Partners Capital Group and Verdence Capital Advisors, 2026-03-24, checked 2026-10-18: https://www.hggc.com/system/uploads/fae/file/asset/366/FINAL_Verdence_WPCG_HGGC_Press_Release.pdf
- The Cynosure Group and Threadline Wealth (formerly Moss Adams Wealth Advisors), 2026-03-20, checked 2026-10-18: https://www.wealthmanagement.com/ria-news/-4-7b-wealth-unit-tied-to-accounting-firm-baker-tilly-spins-out
- Summit Financial and Signet Financial Management, 2026-03-18, checked 2026-10-18: https://www.wealthmanagement.com/ria-news/summit-stakes-1-2b-ria-signet-financial-management
- Waverly Advisors and McBride Financial Advisors, 2026-03-17, checked 2026-10-18: https://waverly-advisors.com/news/waverly-advisors-acquires-mcbride-financial-advisors/
- Maridea Wealth Management and Chichester Financial Group, LLC, 2026-03-16, checked 2026-10-18: https://pulse2.com/maridea-acquisition-of-chichester-financial-group-expands-phoenix-presence/
- Carson Group and Furstenau Financial, 2026-03-12, checked 2026-10-18: https://www.carsongroup.com/insights/blog/carson-wealth-welcomes-furstenau-financial-expands-nebraska-presence/
- Creative Planning and Duncan & Haley, Ltd., 2026-03-12, checked 2026-10-18: https://creativeplanning.com/press/creative-planning-acquires-duncan-haley-adds-660-million-in-aum/
- OneDigital Investment Advisors and Munkeby Kramer, 2026-03-12, checked 2026-10-18: https://www.onedigital.com/en-US/articles/welcomes-munkeby-kramer/
- Bluespring Wealth Partners and Pittman Financial Group, 2026-03-11, checked 2026-10-18: https://www.bluespringwealth.com/advisor/insights/bwp-welcomes-page-pittman
- Merit Financial Advisors and Yeomans Consulting Group, Inc., 2026-03-11, checked 2026-10-18: https://www.prnewswire.com/news-releases/merit-financial-advisors-partners-with-yeomans-consulting-group-expands-presence-in-atlanta-302705880.html
- Rise Growth Partners and Cyndeo Wealth Partners, 2026-03-11, checked 2026-10-18: https://www.wealthmanagement.com/ria-news/rise-growth-stakes-3-1b-dynasty-backed-cyndeo
- Summitry and Vantage Wealth, 2026-03-11, checked 2026-10-18: https://pulse2.com/summitry-721-million-firm-vantage-wealth-onboarded-to-expand-southern-california-presence/
- Savant Wealth Management and Grand Capital Advisors, 2026-03-09, checked 2026-10-18: https://www.fa-mag.com/news/savant-boosts-footprint-in-michigan-with-buy-of--127m-aum-grand-capital-86164.html
- Carson Group and ZeroCelsius Wealth Studio, 2026-03-05, checked 2026-10-18: https://www.carsongroup.com/insights/blog/carson-group-reaches-milestone-with-acquisition-of-zerocelsius-wealth-studio/
- Wealth Enhancement and Advisor team from TFB Advisors (The Archer Team), 2026-03-05, checked 2026-10-18: https://www.prnewswire.com/news-releases/wealth-enhancement-announces-acquisition-of-advisor-team-from-tfb-advisors-with-over-1-2-billion-in-client-assets-302704373.html
- Emigrant Bancorp and Fortis Management Group, 2026-03-04, checked 2026-10-18: https://www.prnewswire.com/news-releases/emigrant-bancorp-acquires-fortis-management-group-and-launches-emigrant-family-office-302704139.html
- Hightower Advisors and Journey Strategic Wealth, 2026-03-04, checked 2026-10-18: https://hightowersignature.com/resource/news/hightower-adds-first-external-acquisition-to-hightower-signature-wealth-with-5b-journey-strategic-wealth/
- Aspen Standard Wealth and BlueSky Wealth Advisors, 2026-03-03, checked 2026-10-18: https://aspenstandardwealth.com/2026/03/03/aspen-standard-wealth-acquires-1-billion-aum-ria-bluesky-wealth-advisors/
- First Manhattan and Beddow Capital Management, 2026-03-03, checked 2026-10-18: https://pulse2.com/first-manhattan-300-million-ria-beddow-capital-management-joins-firm/
- MCF Advisors and Wealth Planning Corporation, 2026-03-03, checked 2026-10-18: https://pulse2.com/mcf-advisors-acquisition-of-617-million-firm-wealth-planning-expands-cincinnati-presence/
- Savant Wealth Management and Heritage Financial, 2026-03-03, checked 2026-10-18: https://www.investmentnews.com/ria-news/ria-moves-savant-strengthens-new-england-presence-with-39b-heritage-financial/265515
- Wealth Enhancement and The H Group and FocusPoint Solutions, 2026-03-03, checked 2026-10-18: https://www.prnewswire.com/news-releases/wealth-enhancement-announces-acquisition-of-the-h-group-and-affiliated-wealth-management-practice-302702206.html
- Carson Group and Applied Financial Planning, 2026-03-02, checked 2026-10-18: https://www.carsongroup.com/insights/blog/carson-group-expands-in-california-with-acquisition-of-applied-financial-planning/
- Cerity Partners and Edge Financial Advisors, 2026-03-02, checked 2026-10-18: https://ceritypartners.com/news/cerity-partners-announces-merger-with-edge-financial-advisors/
- Cerity Partners and Running Point Capital Advisors, 2026-03-02, checked 2026-10-18: https://ceritypartners.com/news/cerity-partners-announces-merger-with-running-point-capital-advisors/
- EP Wealth Advisors and Thompson Wealth Management, 2026-02-27, checked 2026-10-18: https://www.wealthmanagement.com/ria-news/deals-moves-ep-wealth-captrust-pen-3rd-deals-of-2026
- Merchant Investment Management and IFC Advisors, 2026-02-26, checked 2026-10-18: https://www.investmentnews.com/ria-news/ria-moves-merchant-forges-new-partnership-with-25b-ifc-advisors/265453
- OneDigital Investment Advisors and Silicon Valley Retirement Services, 2026-02-26, checked 2026-10-18: https://www.onedigital.com/en-US/articles/welcomes-silicon-valley-retirement-services
- CAPTRUST and Suncoast Prosperity Advisors, 2026-02-25, checked 2026-10-18: https://www.captrust.com/news/suncoast-prosperity-advisors-join-captrust/
- Beacon Pointe Advisors and The Financial Advisors, 2026-02-24, checked 2026-10-18: https://www.prnewswire.com/news-releases/1-2b-ria-chooses-beacon-pointe-advisors-for-its-next-phase-of-growth-302695114.html
- OneDigital Investment Advisors and Derse Morgen Financial Advisors, 2026-02-24, checked 2026-10-18: https://www.onedigital.com/en-US/articles/welcomes-derse-morgen-financial-advisors/
- Constellation Wealth Capital and BIP Wealth, 2026-02-23, checked 2026-10-18: https://www.prnewswire.com/news-releases/atlanta-based-ria-bip-wealth-announces-investment-from-constellation-wealth-capital-302694665.html
- Merit Financial Advisors and GlennCo, LLC, 2026-02-18, checked 2026-10-18: https://www.prnewswire.com/news-releases/merit-financial-advisors-partners-with-glennco-llc-adding-a-seventh-office-in-pennsylvania-302687879.html
- MAI Capital Management and LOC Investment Advisers, 2026-02-17, checked 2026-10-18: https://www.financialcontent.com/article/bizwire-2026-2-17-mai-capital-management-expands-presence-in-west-virginia-and-florida-with-addition-of-loc-investment-advisers
- CAPTRUST and Alpha Cubed Investments, 2026-02-11, checked 2026-10-18: https://www.captrust.com/news/captrust-welcomes-alpha-cubed-investments/
- Bluespring Wealth Partners and SHP Financial, 2026-02-10, checked 2026-10-18: https://www.bluespringwealth.com/advisor/insights/shp-joins-bluespring
- Carson Group and Carson Wealth Scottsdale, 2026-02-10, checked 2026-10-18: https://www.carsongroup.com/insights/blog/carson-group-fully-acquires-carson-wealth-in-scottsdale-strengthening-next-generation-advisory-firm/
- Mission Wealth and RightPath Investments & Financial Planning, 2026-02-10, checked 2026-10-18: https://missionwealth.com/mission-wealth-announces-merger-with-rightpath-investments/
- Clearstead Advisors and The Clarius Group, 2026-02-07, checked 2026-10-18: https://pulse2.com/clearstead-advisors-acquires-5-1-billion-firm-clarius-group-to-expand-ultra-high-net-worth-family-office-capabilities/
- Summit Wealth Group and Premier Private Wealth, 2026-02-07, checked 2026-10-18: https://pulse2.com/summit-wealth-merges-with-470-million-firm-premier-private-wealth-to-expand-tennessee-footprint/
- EP Wealth Advisors and LongView Asset Management, 2026-02-06, checked 2026-10-18: https://www.wealthmanagement.com/ria-news/deals-moves-waverly-makes-30th-deal-coldstream-adds-oregon-office
- CAPTRUST and Meritage Portfolio Management, 2026-02-04, checked 2026-10-18: https://www.captrust.com/news/captrust-grows-with-addition-of-meritage/
- Shore Group Advisors and Butler Associates Financial Planners, 2026-02-04, checked 2026-10-18: https://pulse2.com/midwest-wealth-advisory-firms-butler-and-shore-group-plan-merger/
- Arax Advisory Partners and GFP Private Wealth, 2026-02-03, checked 2026-10-18: https://www.wealthmanagement.com/ria-news/arax-acquires-1-5b-cleveland-ria-led-by-carina-diamond
- Beacon Pointe Advisors and Financial Planning Solutions, 2026-02-03, checked 2026-10-18: https://www.prnewswire.com/news-releases/beacon-pointe-advisors-welcomes-three-teams-to-its-national-platform-302675428.html
- Beacon Pointe Advisors and InvestmentHunter Wealth Services, 2026-02-03, checked 2026-10-18: https://www.prnewswire.com/news-releases/beacon-pointe-advisors-welcomes-three-teams-to-its-national-platform-302675428.html
- Beacon Pointe Advisors and Voyager Wealth Management, 2026-02-03, checked 2026-10-18: https://www.prnewswire.com/news-releases/beacon-pointe-advisors-welcomes-three-teams-to-its-national-platform-302675428.html
- CW Advisors and Rovin Capital, 2026-02-03, checked 2026-10-18: https://www.wealthmanagement.com/ria-news/osaics-fee-only-ria-cw-advisors-acquires-849m-ria
- Merit Financial Advisors and TL Financial Group, 2026-02-03, checked 2026-10-18: https://www.prnewswire.com/news-releases/merit-financial-advisors-partners-with-tl-financial-group-and-establishes-first-office-in-michigan-302674640.html
- Waverly Advisors and Pure Portfolios, 2026-02-03, checked 2026-10-18: https://waverly-advisors.com/news/waverly-advisors-acquires-pure-portfolios/
- Carson Group and Carson Wealth Milton, 2026-02-02, checked 2026-10-18: https://www.carsongroup.com/insights/blog/carson-group-builds-on-long-standing-partnership-and-expands-presence-in-georgia/
- Cetera and Plains Wealth Management, 2026-01-29, checked 2026-10-18: https://cetera.com/press-room/plains-wealth-management
- Bluespring Wealth Partners and Coghill Investment Strategies, 2026-01-28, checked 2026-10-18: https://www.bluespringwealth.com/advisor/insights/bluespring-welcomes-coghill
- Carson Group and Schlipman Wealth, 2026-01-28, checked 2026-10-18: https://www.carsongroup.com/insights/blog/carson-group-acquires-midwest-firm-managing-half-a-billion-in-assets/
- Corient and Palo Alto Wealth Advisors, 2026-01-27, checked 2026-10-18: https://corient.com/us/en/global-news/Corient-Strengthens-West-Coast-Presence-with-the-Addition-of-Palo-Alto-Advisory-Business
- Mission Wealth and PBL Wealth Management, 2026-01-27, checked 2026-10-18: https://missionwealth.com/resources/insights/mission-wealth-announces-a-strategic-merger-with-pbl-wealth-management/
- Cetera and Darnall Sikes Wealth Partners, 2026-01-22, checked 2026-10-18: https://cetera.com/press-room/Cetera-Acquires-Darnall-Sikes-Wealth-Partners
- Prime Capital Financial and Bradshaw Rogers Financial Partners, 2026-01-22, checked 2026-10-18: https://pulse2.com/prime-capital-financial-acquires-600-million-firm-bradshaw-rogers/
- Allworth Financial and Grunden Financial Advisory, 2026-01-20, checked 2026-10-18: https://www.prnewswire.com/news-releases/allworth-financial-acquires-grunden-financial-advisory-expanding-its-footprint-in-north-texas-302664635.html
- Merit Financial Advisors and SSC Wealth, LLC, 2026-01-20, checked 2026-10-18: https://www.prnewswire.com/news-releases/merit-financial-advisors-acquires-ssc-wealth-llc-forms-strategic-partnership-with-leading-cpa-firm-ssc-cpas--advisors-302662832.html
- Angeles Wealth Management and XO Capital, 2026-01-14, checked 2026-10-18: https://pulse2.com/angeles-wealth-management-buys-xo-capital-launches-angeles-family-office-affiliate/
- Bluespring Wealth Partners and Front Porch Financial, 2026-01-14, checked 2026-10-18: https://www.bluespringwealth.com/advisor/insights/front-porch-merges-with-us-financial-2026
- Credent Wealth Management and MainStreet Financial Advisors and First State Investment Advisors, 2026-01-14, checked 2026-10-18: https://pulse2.com/credent-adds-250-million-aum-with-mainstreet-and-first-state-acquisitions/
- Beacon Pointe Advisors and Litman Gregory Wealth Management, 2026-01-13, checked 2026-10-18: https://beaconpointe.com/litman-gregory-joins-beacon-pointe-advisors/
- Focus Partners Wealth and Kovitz Investment Group, 2026-01-12, checked 2026-10-18: https://corporate.focuspartners.com/news/media-press/two-industry-leaders-unite-kovitz-joins-focus-partners-wealth
- Rothschild Wealth Partners and Windgate Wealth Management, 2026-01-12, checked 2026-10-18: https://pulse2.com/rothschild-wealth-partners-acquires-200-million-firm-windgate-in-chicago-expansion/
- The Mather Group and The Hogan-Knotts Financial Group, 2026-01-11, checked 2026-10-18: https://pulse2.com/the-mather-group-partners-with-300-million-aum-firm-hogan-knotts/
- Cerity Partners and SOL Capital Management, 2026-01-08, checked 2026-10-18: https://www.prnewswire.com/news-releases/cerity-partners-announces-merger-with-sol-capital-management-302655513.html
- Cambridge Investment Research and The AmeriFlex Group, 2026-01-07, checked 2026-10-18: https://pulse2.com/the-ameriflex-group-secures-strategic-minority-investment-from-cambridge/
- Integrated Partners and Fair Street Advisors, 2026-01-07, checked 2026-10-18: https://pulse2.com/integrated-partners-fair-street-advisors/
- Mercer Advisors and Long Run Wealth Advisors, 2026-01-07, checked 2026-10-18: https://www.merceradvisors.com/press/mercer-advisors-expands-upstate-new-york-presence-with-long-run-wealth-advisors/
- Mercer Advisors and Poterack Capital Advisory, 2026-01-07, checked 2026-10-18: https://www.merceradvisors.com/press/mercer-advisors-extends-national-advisory-capabilities-with-poterack-capital-advisory/
- Savant Wealth Management and APC Financial Planning, 2026-01-07, checked 2026-10-18: https://www.investmentnews.com/ria-news/cerity-announces-its-second-merger-of-the-week-savant-expands-in-tennessee/264750
- Apella Wealth and PBMares Wealth Management (wealth management division of PBMares LLP), 2026-01-06, checked 2026-10-18: https://www.fa-mag.com/news/apella-buys-pbmares-wealth-management--adding--1-7b-in-assets-85387.html
- Carson Group and Carson Wealth Minneapolis, 2026-01-06, checked 2026-10-18: https://www.carsongroup.com/insights/blog/carson-wealth-in-minneapolis-expands-partnership-becomes-carsons-1st-acquisition-of-2026/
- Cerity Partners and Austin Private Wealth, 2026-01-06, checked 2026-10-18: https://www.prnewswire.com/news-releases/cerity-partners-announces-merger-with-austin-private-wealth-302653403.html
- EP Wealth Advisors and Capital Insight Partners, 2026-01-06, checked 2026-10-18: https://www.wealthmanagement.com/ria-news/ep-wealth-announces-first-deal-of-year-with-730m-phoenix-ria
- Mariner and First National Advisors and Strava Wealth, 2026-01-06, checked 2026-10-18: https://www.marinerwealthadvisors.com/newsroom/2026/01/06/mariner-builds-on-inorganic-growth-trajectory-starting-2026-with-1-8-billion-dual-acquisition/
- Wealth Enhancement and Ascent Private Wealth, 2025-12-29, checked 2026-10-18: https://www.prnewswire.com/news-releases/wealth-enhancement-to-join-forces-with-ascent-private-wealth-a-hybrid-ria-with-over-240-million-in-client-assets-302649664.html
- United Capital Financial Advisors and Groebl Brothers, 2025-12-23, checked 2026-10-18: https://www.prnewswire.com/news-releases/united-capital-financial-advisors-acquires-groebl-brothers-adds-240-million-in-aum-302648389.html
- Wealth Enhancement and Dent Wealth Advisors, 2025-12-22, checked 2026-10-18: https://www.prnewswire.com/news-releases/wealth-enhancement-to-acquire-dent-wealth-advisors-an-independent-ria-with-over-340-million-in-client-assets-302647627.html
- Wealth Enhancement and AEGIS Financial, 2025-12-18, checked 2026-10-18: https://www.prnewswire.com/news-releases/wealth-enhancement-to-acquire-aegis-financial-an-independent-ria-with-over-468-million-in-client-assets-302645454.html
- Wealth Enhancement and Wealth Advocates, 2025-12-17, checked 2026-10-18: https://www.prnewswire.com/news-releases/wealth-enhancement-to-acquire-wealth-advocates-a-hybrid-ria-with-over-476-million-in-client-assets-302644309.html
- EP Wealth Advisors and Clearview Wealth Advisors, 2025-12-16, checked 2026-10-18: https://finance.yahoo.com/news/ep-wealth-advisors-expands-presence-140000155.html
- Mercer Advisors and McConnell Financial Advisors, 2025-12-16, checked 2026-10-18: https://www.merceradvisors.com/press/mercer-advisors-expands-in-idaho-with-addition-of-mcconnell-financial-advisors/
- Wealth Enhancement and Spectrum Wealth Management and Putman Group, 2025-12-16, checked 2026-10-18: https://www.prnewswire.com/news-releases/wealth-enhancement-announces-acquisition-of-spectrum-wealth-management-and-associated-tax-practice-302642511.html
- Constellation Wealth Capital and DayMark Wealth Partners, 2025-12-15, checked 2026-10-18: https://markets.financialcontent.com/startribune/article/bizwire-2025-12-15-daymark-wealth-partners-receives-minority-investment-from-constellation-wealth-capital
- MCF Advisors and Accredited Wealth Management, 2025-12-15, checked 2026-10-18: https://www.mcfadvisors.com/resources/mcf-advisors-expands-louisville-presence-with-addition-of-accredited-wealth-management/
- Procyon Partners and OLV Investment Group, 2025-12-14, checked 2026-10-18: https://www.privsource.com/acquisitions/deal/procyon-acquires-olv-investment-group-ane_ArS9qe
- Mercer Advisors and Thompson Advisory Services, 2025-12-10, checked 2026-10-18: https://www.merceradvisors.com/press/mercer-advisors-expands-pacific-northwest-footprint-with-acquisition-of-thompson-advisory-services/
- Creative Planning and Marshall Financial Group, 2025-12-09, checked 2026-10-18: https://creativeplanning.com/press/2025/creative-planning-acquires-marshall-financial-group-grows-aum-by-900-million/
- Earned and OJM Group, 2025-12-09, checked 2026-10-18: https://pulse2.com/earned-ojm-group/
- Lido Advisors and Stuart Chaussee & Associates, 2025-12-09, checked 2026-10-18: https://www.prnewswire.com/news-releases/lido-advisors-to-partner-with-stuart-chaussee--associates-302636657.html
- Waverly Advisors and Forefront Wealth Management, 2025-12-09, checked 2026-10-18: https://waverly-advisors.com/news/waverly-advisors-acquires-forefront-wealth-management/
- Wealth Enhancement and L.M. Kohn & Company, 2025-12-09, checked 2026-10-18: https://www.prnewswire.com/news-releases/wealth-enhancement-announces-acquisition-of-lm-kohn--company-a-hybrid-ria-with-over-2-2-billion-in-client-assets-302636232.html
- MAI Capital Management and Lowe Wealth Advisors, 2025-12-08, checked 2026-10-18: https://www.financialcontent.com/article/bizwire-2025-12-8-mai-capital-management-expands-mid-atlantic-presence-with-addition-of-lowe-wealth-advisors
- Apollon Wealth Management and Motley Fool Wealth Management, 2025-12-07, checked 2026-10-18: https://www.privsource.com/acquisitions/deal/apollon-wealth-management-acquires-motley-fool-wealth-management-ane_rJSX9l
- Summit Financial and Ivy Wealth Management, 2025-12-04, checked 2026-10-18: https://www.wealthmanagement.com/ria-news/summit-stakes-500m-rhode-island-firm
- Mercer Advisors and Glass Jacobson Wealth Advisors, 2025-12-03, checked 2026-10-18: https://www.merceradvisors.com/press/mercer-advisors-strengthens-mid-atlantic-presence-with-1-billion-glass-jacobson-wealth-advisors/
- Allworth Financial and FSA Wealth Management, 2025-12-02, checked 2026-10-18: https://www.prnewswire.com/news-releases/allworth-financial-strengthens-up-market-capabilities-in-boston-through-fsa-wealth-management-acquisition-302626370.html
- Creative Planning and Burt Wealth Advisors, 2025-12-02, checked 2026-10-18: https://creativeplanning.com/press/2025/creative-planning-acquires-burt-wealth-advisors-adds-1-billion-in-aum/
- Sequoia Financial Group and Sterling Financial Group, 2025-12-02, checked 2026-10-18: https://www.sequoia-financial.com/insights/sequoia-financial-group-strengthens-california-foothold-acquires-sterling-financial-group/
- Wealth Enhancement and FPG Private Wealth, 2025-12-02, checked 2026-10-18: https://www.prnewswire.com/news-releases/wealth-enhancement-announces-acquisition-of-fpg-private-wealth-a-hybrid-ria-with-over-532-million-in-client-assets-302630161.html
- Merit Financial Advisors and Blueprint Wealth Advisors, LLC, 2025-11-21, checked 2026-10-18: https://www.prnewswire.com/news-releases/merit-financial-advisors-acquires-blueprint-wealth-advisors-adding-1-2b-in-assets-302622146.html
- LPL Financial and Private Advisor Group, 2025-11-19, checked 2026-10-18: https://www.prnewswire.com/news-releases/private-advisor-group-announces-minority-investment-by-lpl-financial-302619250.html
- Beacon Pointe Advisors and Hemington Wealth Management, 2025-11-18, checked 2026-10-18: https://www.prnewswire.com/news-releases/1-2-billion-female-founded-ria-selects-beacon-pointe-advisors-302617600.html
- Carson Group and Total Wealth Planning, 2025-11-18, checked 2026-10-18: https://www.carsongroup.com/insights/blog/carson-group-adds-1-45-billion-total-wealth-planning-team-to-growing-roster-of-advisors/
- Constellation Wealth Capital and Greenwood Gearhart, 2025-11-18, checked 2026-10-18: https://markets.financialcontent.com/clarkebroadcasting.mymotherlode/article/gnwcq-2025-11-18-greenwood-gearhart-announces-strategic-minority-investment-from-constellation-wealth-capital
- MAI Capital Management and Court Place Advisors, LLC, 2025-11-17, checked 2026-10-18: https://www.financialcontent.com/article/bizwire-2025-11-17-mai-capital-management-continues-national-expansion-with-addition-of-court-place-advisors
- Matter Family Office and IWP Family Office, 2025-11-17, checked 2026-10-18: https://www.matterfamilyoffice.com/blog/matter-family-office-and-iwp-family-office-combine/
- The Mather Group and Napa Wealth Management, 2025-11-14, checked 2026-10-18: https://www.privsource.com/acquisitions/deal/the-mather-group-partners-with-napa-wealth-management-ane_zqSjDJ
- Lido Advisors and Fountainhead Advisors, 2025-11-11, checked 2026-10-18: https://www.prnewswire.com/news-releases/lido-advisors-to-partner-with-fountainhead-advisors-302611581.html
- Dakota Wealth Management and Lokken Investment Group, 2025-11-10, checked 2026-10-18: https://www.prnewswire.com/news-releases/dakota-wealth-management-acquires-lokken-investment-group-strengthening-commitment-to-personalized-wealth-management-and-client-continuity-302609185.html
- United Capital Financial Advisors and Apexium Financial LP, 2025-11-10, checked 2026-10-18: https://www.prnewswire.com/news-releases/united-capital-financial-advisors-acquires-apexium-financial-lp-302609557.html
- Wealthspire Advisors and RoundAngle Advisors, 2025-11-10, checked 2026-10-18: https://www.wealthspire.com/news/wealthspire-to-acquire-roundangle-advisors
- Merit Financial Advisors and Mennenga Tax & Financial, 2025-11-07, checked 2026-10-18: https://www.prnewswire.com/news-releases/merit-financial-advisors-partners-with-mennenga-tax--financial-expands-capabilities-for-clients-in-wisconsin-302604782.html
- Wealth Enhancement and Guidance Wealth, 2025-11-06, checked 2026-10-18: https://www.prnewswire.com/news-releases/wealth-enhancement-joins-forces-with-guidance-wealth-an-independent-ria-with-over-165-million-in-client-assets-302606872.html
- Bluespring Wealth Partners and Signature Wealth, 2025-11-04, checked 2026-10-18: https://www.bluespringwealth.com/advisor/insights/signature-wealth-joins-bluespring
- Mariner and Defined Financial Planning, 2025-11-04, checked 2026-10-18: https://www.marinerwealthadvisors.com/newsroom/2025/11/04/mariner-expands-west-coast-footprint-with-acquisition-of-defined-financial-planning/
- Waverly Advisors and Bridge Creek Capital Management, 2025-11-04, checked 2026-10-18: https://waverly-advisors.com/news/waverly-advisors-acquires-bridge-creek-capital-management/
- Wealth Enhancement and Wise Wealth, 2025-11-04, checked 2026-10-18: https://www.prnewswire.com/news-releases/wealth-enhancement-announces-acquisition-of-wise-wealth-an-independent-ria-with-over-464-million-in-client-assets-302603780.html
- Waverly Advisors and Pacific Portfolio Consulting, LLC and Pacific Portfolio Trust Company, 2025-11-03, checked 2026-10-18: https://waverly-advisors.com/news/waverly-advisors-acquires-ppc-and-pptc/
- OnePoint BFG Wealth Partners and Spahn Financial Partners, 2025-10-29, checked 2026-10-18: https://pulse2.com/onepoint-bfg-wealth-partners-expanding-national-footprint-with-spahn-financial-partnership/
- AlphaCore Wealth Advisory and SPC Financial, 2025-10-27, checked 2026-10-18: https://pulse2.com/alphacore-onboards-1-5-billion-firm-spc-financial-team-to-expand-east-coast-reach/
- MAI Capital Management and Liberty Private Client, LLC, 2025-10-27, checked 2026-10-18: https://www.financialcontent.com/article/bizwire-2025-10-27-mai-capital-management-expands-presence-in-florida-with-addition-of-liberty-private-client
- Rothschild Wealth Partners and Siligmueller & Norvid Wealth Advisors, 2025-10-22, checked 2026-10-18: https://www.prnewswire.com/news-releases/rothschild-wealth-partners-expands-presence-in-chicago-with-acquisition-of-siligmueller--norvid-wealth-advisors-llc-302590887.html
- Creative Planning and Financial Abundance, 2025-10-21, checked 2026-10-18: https://creativeplanning.com/press/2025/creative-planning-expands-east-coast-footprint-with-financial-abundance-acquisition/
- CAPTRUST and Cobblestone Capital Advisors, 2025-10-15, checked 2026-10-18: https://www.captrust.com/news/cobblestone-capital-advisors-joins-captrust/
- Beacon Pointe Advisors and Sensible Financial Planning, 2025-10-14, checked 2026-10-18: https://www.prnewswire.com/news-releases/beacon-pointe-advisors-increases-boston-area-presence-with-944m-acquisition-302582686.html
- NorthRock Partners and WGG Wealth Partners, 2025-10-14, checked 2026-10-18: https://www.prnewswire.com/news-releases/northrock-partners-welcomes-wgg-wealth-partners-to-expand-personal-office-advice-model-across-california-302582903.html
- Americana Partners and Goodpasture Gray, 2025-10-10, checked 2026-10-18: https://www.americanapartners.com/americana-partners-expands-into-nashville-with-acquisition-of-goodpasture-gray/
- Creative Planning and SageView Advisory Group, 2025-10-09, checked 2026-10-18: https://creativeplanning.com/press/2025/creative-planning-to-acquire-sageview-and-expand-further-into-wealth-and-retirement-space/
- Merit Financial Advisors and Obsidian Planning Solutions, 2025-10-08, checked 2026-10-18: https://www.prnewswire.com/news-releases/merit-financial-advisors-acquires-obsidian-planning-solutions-302576052.html
- BIP Wealth and Prehmus Financial Partners, 2025-10-07, checked 2026-10-18: https://www.prnewswire.com/news-releases/bip-wealth-partners-with-prehmus-financial-a-metro-atlanta-financial-services-firm-302574353.html
- Beacon Pointe Advisors and The Family Firm, 2025-10-07, checked 2026-10-18: https://www.prnewswire.com/news-releases/beacon-pointe-advisors-establishes-washington-dc-presence-with-female-led-ria-302576324.html
- Bluespring Wealth Partners and Ray Olson, LLC, 2025-10-07, checked 2026-10-18: https://www.bluespringwealth.com/advisor/insights/ray-olson-joins-bluespring
- Mercer Advisors and Singer Burke (SB Capital Management, Inc. and Singer Burke Zimmer & Kogan, LLP), 2025-10-07, checked 2026-10-18: https://www.merceradvisors.com/press/mercer-advisors-adds-singer-burke-to-its-regis-group/
- Badgley Phelps Wealth Managers and Marshall & Sullivan, 2025-10-06, checked 2026-10-18: https://corporate.focuspartners.com/news/media-press/focus-financial-partners-network-firm-badgley-phelps-expands-with-acquisition-of-marshall-sullivan
- Carson Group and Carson Wealth Pittsburgh (Neal McGrath), 2025-10-06, checked 2026-10-18: https://www.carsongroup.com/insights/blog/carson-group-builds-on-long-standing-partnership-with-expanded-investment-in-pittsburgh/
- Corient and Bristlecone Advisors, 2025-10-02, checked 2026-10-18: https://corient.com/us/en/global-news/Corient-Adds-Bristlecone-Advisors-Expanding-Pacific-Northwest-Presence-with-2-Billion-Multi-Family-Office
- Savant Wealth Management and Gryphon Advisors, 2025-10-02, checked 2026-10-18: https://www.investmentnews.com/ria-news/ria-news-perigon-acquires-new-jersey-firms-managing-16b-savant-expands-in-chicagoland/262362
- Allworth Financial and Shorepoint Capital Partners, 2025-10-01, checked 2026-10-18: https://www.prnewswire.com/news-releases/allworth-acquires-shorepoint-capital-partners-cementing-boston-presence-302572283.html
- Arax Advisory Partners and Day Hagan, 2025-10-01, checked 2026-10-18: https://www.wealthmanagement.com/ria-news/arax-s-ashton-thomas-adds-1-5b-team-names-new-cio
- Cerity Partners and Oak Hill Wealth Advisors, 2025-10-01, checked 2026-10-18: https://ceritypartners.com/news/cerity-partners-announces-merger-with-oak-hill-advisors/
- Mission Wealth and Diversified Asset Management, 2025-10-01, checked 2026-10-18: https://missionwealth.com/resources/insights/mission-wealth-announces-merger-with-diversified-asset-management/
- Perigon Wealth Management and Gitterman Wealth Management, 2025-10-01, checked 2026-10-18: https://www.prnewswire.com/news-releases/perigon-wealth-management-welcomes-gitterman-wealth-management-302571820.html
- Carson Group and Shilanski & Associates, 2025-09-30, checked 2026-10-18: https://www.carsongroup.com/insights/blog/carson-group-expands-into-alaska-through-partnership-with-shilanski-associates/
- Cetera and HMC Partners, 2025-09-25, checked 2026-10-18: https://cetera.com/press-room/cetera-announces-retirement-planning-group-trpg-closes-acquisition-hmc-partners
- MAI Capital Management and J.W. Coons Advisors, LLC, 2025-09-22, checked 2026-10-18: https://www.financialcontent.com/article/bizwire-2025-9-22-jw-coons-advisors-joins-mai-capital-management
- Carson Group and Wells Trecaso Financial Group, 2025-09-18, checked 2026-10-18: https://www.carsongroup.com/insights/blog/wells-trecaso-financial-group-joins-carson-wealth-to-expand-services-and-build-future-growth/
- Bluespring Wealth Partners and Fiduciary EDGE Advisors, 2025-09-16, checked 2026-10-18: https://www.bluespringwealth.com/advisor/insights/curo-fiduciary-edge-merger
- Mission Wealth and Retter Capital Management, 2025-09-16, checked 2026-10-18: https://missionwealth.com/resources/insights/mission-wealth-announces-merger-with-retter-capital-management/
- Waverly Advisors and Brass Tax Wealth Management, 2025-09-16, checked 2026-10-18: https://waverly-advisors.com/news/waverly-advisors-acquires-brass-tax-wealth-management/
- Corient and Northeast Financial Consultants, 2025-09-15, checked 2026-10-18: https://corient.com/us/en/global-news/Corient-Adds-Northeast-Financial-Consultants-a-Connecticut-Multi-Family-Office-with-4-5-billion-in-Assets
- MAI Capital Management and Summit Financial Advisors, LLC, 2025-09-15, checked 2026-10-18: https://www.financialcontent.com/article/bizwire-2025-9-15-summit-financial-advisors-joins-mai-capital-management
- BharCap Partners and GCG Advisory Partners, 2025-09-10, checked 2026-10-18: https://bharcap.com/wp-content/uploads/2025/09/BCP-Press-Release-GCG-Announcement-for-BCP-website.pdf
- Beacon Pointe Advisors and Alderfer Bergen & Co., 2025-09-09, checked 2026-10-18: https://www.prnewswire.com/news-releases/beacon-pointe-welcomes-three-new-teams-across-three-key-regions-302550081.html
- Beacon Pointe Advisors and Amore Ambro, 2025-09-09, checked 2026-10-18: https://www.prnewswire.com/news-releases/beacon-pointe-welcomes-three-new-teams-across-three-key-regions-302550081.html
- Beacon Pointe Advisors and Moser Wealth Advisors, 2025-09-09, checked 2026-10-18: https://www.prnewswire.com/news-releases/beacon-pointe-welcomes-three-new-teams-across-three-key-regions-302550081.html
- Bluespring Wealth Partners and New Wall Street, 2025-09-09, checked 2026-10-18: https://www.bluespringwealth.com/advisor/insights/new-wall-street-joins-bluespring
- Creative Planning and Grassi Investment Management, 2025-09-09, checked 2026-10-18: https://creativeplanning.com/press/2025/creative-planning-expands-california-operations-with-grassi-investment-management-acquisition/
- Signature Estate & Investment Advisors and Select Money Management, 2025-09-09, checked 2026-10-18: https://www.privsource.com/acquisitions/deal/signature-estate-investment-advisors-seia-agrees-to-acquire-select-money-management-smm-ane_bWSM2N
- Cerity Partners and Graypoint, 2025-09-05, checked 2026-10-18: https://www.prnewswire.com/news-releases/cerity-partners-announces-merger-with-graypoint-302547072.html
- Corient and Breed's Hill Capital, 2025-09-04, checked 2026-10-18: https://corient.com/us/en/global-news/Corient-Acquires-Breed-s-Hill-Capital
- Modern Wealth Management and PSF/Galloway, 2025-09-04, checked 2026-10-18: https://www.wealthmanagement.com/ria-news/modern-wealth-acquires-1-1b-ria-launches-first-responders-financial-arm
- Savant Wealth Management and PrairieView Partners, 2025-09-04, checked 2026-10-18: https://www.familywealthreport.com/printarticle.php?id=205501
- New England Private Wealth Advisors and DHK Financial Advisors, 2025-09-03, checked 2026-10-18: https://www.privsource.com/acquisitions/deal/new-england-private-wealth-advisors-acquires-dhk-financial-advisors-1-6b-aum-ane_deSZgp
- Wealth Enhancement and Dempsey Investment Management, LLC, 2025-09-03, checked 2026-10-18: https://www.prnewswire.com/news-releases/wealth-enhancement-announces-acquisition-of-dempsey-investment-management-llc-an-independent-ria-with-over-150-million-in-client-assets-302544882.html
- Apella Wealth and Park Piedmont Advisors, 2025-09-02, checked 2026-10-18: https://www.financialcontent.com/article/bizwire-2025-9-2-apella-wealth-welcomes-park-piedmont-advisors-establishing-presence-in-chicago-and-adding-over-1-billion-in-aum
- CW Advisors and Capital Management Services and CHB Investment Group, 2025-09-02, checked 2026-10-18: https://pulse2.com/cw-advisors-575-million-in-aum-added-through-recent-acquisitions/
- Mercer Advisors and Eagle Wealth Management, 2025-09-02, checked 2026-10-18: https://www.merceradvisors.com/press/mercer-advisors-expands-oregon-footprint-with-addition-of-eagle-wealth-management/
- Mercer Advisors and West Oak Capital, LLC, 2025-09-02, checked 2026-10-18: https://www.merceradvisors.com/press/mercer-advisors-expands-in-idaho-and-california-with-addition-of-west-oak-capital/
- United Capital Financial Advisors and The Paul Group, 2025-09-02, checked 2026-10-18: https://www.prnewswire.com/news-releases/united-capital-financial-advisors-acquires-1-1-billion-ultra-high-net-worth-firm-the-paul-group-302543191.html
- MAI Capital Management and Evoke Advisors, 2025-08-27, checked 2026-10-18: https://mai.capital/resources/mai-capital-management-announces-strategic-partnership-with-evoke-advisors/
- EP Wealth Advisors and Better Money Decisions, 2025-08-26, checked 2026-10-18: https://www.fa-mag.com/news/ep-wealth-buys-new-mexico-better-money-decisions--adding--370m-83789.html
- IronBridge Wealth Counsel and Cullen Financial Advisors, 2025-08-26, checked 2026-10-18: https://www.privsource.com/acquisitions/deal/ironbridge-wealth-counsel-acquires-cullen-financial-advisors-ane_l6SgeJ
- Wealthspire Advisors and Marin Financial Advisors, 2025-08-26, checked 2026-10-18: https://www.wealthspire.com/news/wealthspire-advisors-to-acquire-northern-california-based-marin-financial-advisors
- Fortis Capital Advisors and Risemint, 2025-08-21, checked 2026-10-18: https://www.prnewswire.com/news-releases/risemint-partners-with-fortis-capital-advisors-to-expand-personalized-wealth-management-services-302536131.html
- Mariner and Forté Capital LLC and Ultra Financial Partners, 2025-08-21, checked 2026-10-18: https://www.marinerwealthadvisors.com/newsroom/2025/08/21/mariner-acquires-forte-capital-llc-and-ultra-financial-partners-adds-1-7-billion-in-assets-under-advisement/
- Cetera and First Financial Advisors, Inc. and A.G. Tidswell C.P.A., P.C., 2025-08-20, checked 2026-10-18: https://cetera.com/press-room/trpg-first-financial-advisors
- Merchant Investment Management and Meridian Wealth Management, 2025-08-20, checked 2026-10-18: https://www.wealthmanagement.com/ria-news/merchant-invests-in-4.2b-meridian-wealth-with-aim-to-fuel-growth
- Sequoia Financial Group and The Martin Worley Group, 2025-08-20, checked 2026-10-18: https://www.sequoia-financial.com/insights/sequoia-financial-group-to-acquire-the-martin-worley-group-utah-based-wealth-manager/
- Merit Financial Advisors and Global Wealth Advisors, 2025-08-19, checked 2026-10-18: https://www.prnewswire.com/news-releases/merit-financial-advisors-partners-with-global-wealth-advisors-adding-860-million-in-client-assets-302532624.html
- Mission Wealth and Hamilton Walker Advisers, 2025-08-19, checked 2026-10-18: https://missionwealth.com/resources/insights/mission-wealth-announces-merger-with-hamilton-walker-advisers/
- RWA Wealth Partners and Moirai Wealth Management, 2025-08-18, checked 2026-10-18: https://www.prnewswire.com/news-releases/rwa-wealth-partners-expands-west-coast-presence-with-acquisition-of-moirai-wealth-management-302531630.html
- Corient and Messick Peacock & Associates, 2025-08-14, checked 2026-10-18: https://corient.com/us/en/global-news/Corient-Adds-Dallas-Based-Messick-Peacock-Associates-Advisory-Team
- SageView Advisory Group and Capital Strategies Investment Group (CAP STRAT), 2025-08-14, checked 2026-10-18: https://www.prnewswire.com/news-releases/sageview-advisory-group-enhances-services-and-midwest-footprint-with-acquisition-of-cap-strat-302529735.html
- Steward Partners and Longbridge Wealth Advisors, 2025-08-12, checked 2026-10-18: https://www.prnewswire.com/news-releases/steward-partners-acquires-longbridge-wealth-advisors-further-scaling-its-legacy-division-302527527.html
- Maridea Wealth Management and Hoot Wealth, 2025-08-08, checked 2026-10-18: https://www.wealthmanagement.com/ria-news/maridea-lands-ria-startup-led-by-former-motley-fool-wealth-founder
- Aspen Standard Wealth and MG Financial, 2025-08-06, checked 2026-10-18: https://aspenstandardwealth.com/2025/08/06/aspen-standard-wealth-acquires-mg-financial-a-1-1-billion-aum-ria-based-in-boston/
- Savant Wealth Management and Parkworth Wealth Management, 2025-08-06, checked 2026-10-18: https://www.investmentnews.com/mergers-acquisitions/savant-wealth-targets-silicon-valley-with-parkworth-acquisition/261603
- Soltis Investment Advisors and High End Financial, 2025-08-06, checked 2026-10-18: https://soltisadvisors.com/soltis-investment-advisors-announces-addition-of-high-end-financial-led-by-jay-wells/
- Arax Advisory Partners and Summit Wealth Strategies, 2025-08-05, checked 2026-10-18: https://www.wealthmanagement.com/ria-news/redbird-backed-arax-pens-third-1b-ria-acquisition-in-2025
- Wealth Enhancement and Manwaring Wealth Management, 2025-08-05, checked 2026-10-18: https://www.prnewswire.com/news-releases/wealth-enhancement-announces-acquisition-of-manwaring-wealth-management-an-independent-ria-with-over-164-million-in-client-assets-302521858.html
- Carson Group and Carson Wealth Doylestown, 2025-08-04, checked 2026-10-18: https://www.carsongroup.com/insights/blog/carson-group-acquires-carson-wealth-location-in-doylestown-pa/
- Mercer Advisors and Family Wealth Planning Group and affiliate Family Wealth Tax Advisory, 2025-08-01, checked 2026-10-18: https://www.merceradvisors.com/press/mercer-advisors-expands-in-florida-with-addition-of-family-wealth-planning-group/
- Lido Advisors and Olympus Wealth Management, 2025-07-29, checked 2026-10-18: https://www.prnewswire.com/news-releases/lido-advisors-to-partner-with-olympus-wealth-management-302516148.html
- Bluespring Wealth Partners and Halcyon Wealth Advisors, 2025-07-22, checked 2026-10-18: https://www.bluespringwealth.com/advisor/insights/bwp-lifebridge-halcyon-merge
- EP Wealth Advisors and Rappaport Reiches Capital Management, 2025-07-22, checked 2026-10-18: https://finance.yahoo.com/news/ep-wealth-advisors-expands-presence-130000126.html
- Summit Financial and Everest Consultants, Crow Financial Advisors, Heritage Wealth Partners and LPF Advisors, 2025-07-21, checked 2026-10-18: https://www.wealthmanagement.com/ria-news/summit-financial-adds-four-firms-totaling-1-2b
- Maridea Wealth Management and Pinnacle Wealth Management, 2025-07-18, checked 2026-10-18: https://pulse2.com/maridea-strategic-acquisition-of-pinnacle-wealth-management/
- Composition Wealth and Blue Oak Capital, 2025-07-15, checked 2026-10-18: https://pulse2.com/composition-wealth-brings-in-two-teams-and-reaches-9-5-billion-aum/
- Composition Wealth and Centricity Wealth Management, 2025-07-15, checked 2026-10-18: https://pulse2.com/composition-wealth-brings-in-two-teams-and-reaches-9-5-billion-aum/
- Creative Planning and Mosaic Pacific, 2025-07-15, checked 2026-10-18: https://creativeplanning.com/press/2025/creative-planning-acquires-mosaic-pacific-strengthening-hawaii-presence/
- NorthRock Partners and Parkside Advisors, 2025-07-15, checked 2026-10-18: https://www.prnewswire.com/news-releases/northrock-partners-acquires-parkside-advisors-strengthening-bay-area-presence-302504863.html
- The Mather Group and Independent Progressive Advisors, 2025-07-10, checked 2026-10-18: https://www.privsource.com/acquisitions/deal/the-mather-group-acquires-independent-progressive-advisors-ane_deSwGL
- Aspen Standard Wealth and SKY Investment Group, 2025-07-09, checked 2026-10-18: https://aspenstandardwealth.com/2025/07/09/aspen-standard-wealth-acquires-sky-investment-group-an-880-million-aum-ria-in-hartford/
- Carson Group and Aveo Capital, 2025-07-09, checked 2026-10-18: https://www.carsongroup.com/insights/blog/carson-group-continues-expansion-with-acquisition-of-colorado-advisory-aveo-capital/
- Credent Wealth Management and TFG Advisors, 2025-07-09, checked 2026-10-18: https://www.prnewswire.com/news-releases/credent-wealth-management-expands-michigan-footprint-with-acquisition-of-tfg-advisors-302497354.html
- Modern Wealth Management and Kaye Capital Management, 2025-07-09, checked 2026-10-18: https://www.silicon.co.uk/press-release/modern-wealth-acquires-kaye-capital-management-surpasses-8-5-billion-in-aum
- Beacon Pointe Advisors and Hart & Patterson Financial Group, 2025-07-08, checked 2026-10-18: https://www.prnewswire.com/news-releases/beacon-pointe-advisors-closes-six-strategic-acquisitions-in-60-days-302499386.html
- Beacon Pointe Advisors and Heritage Financial Planning, 2025-07-08, checked 2026-10-18: https://www.prnewswire.com/news-releases/beacon-pointe-advisors-closes-six-strategic-acquisitions-in-60-days-302499386.html
- Beacon Pointe Advisors and Jentner Wealth Management, 2025-07-08, checked 2026-10-18: https://www.prnewswire.com/news-releases/beacon-pointe-advisors-closes-six-strategic-acquisitions-in-60-days-302499386.html
- Beacon Pointe Advisors and Michael A. Dubis Financial Planning, 2025-07-08, checked 2026-10-18: https://www.prnewswire.com/news-releases/beacon-pointe-advisors-closes-six-strategic-acquisitions-in-60-days-302499386.html
- Beacon Pointe Advisors and Ng Wealth Advisors, 2025-07-08, checked 2026-10-18: https://www.prnewswire.com/news-releases/beacon-pointe-advisors-closes-six-strategic-acquisitions-in-60-days-302499386.html
- Beacon Pointe Advisors and Waypoint Wealth Partners, 2025-07-08, checked 2026-10-18: https://www.prnewswire.com/news-releases/beacon-pointe-advisors-closes-six-strategic-acquisitions-in-60-days-302499386.html
- Procyon Partners and Wooster Corthell Wealth Management, 2025-07-08, checked 2026-10-18: https://www.privsource.com/acquisitions/deal/procyon-acquires-wooster-corthell-wealth-management-ane_zqS9gj
- Constellation Wealth Capital and Merit Financial Advisors, 2025-07-07, checked 2026-10-18: https://www.wealthmanagement.com/ria-news/constellation-wealth-takes-minority-stake-in-20b-merit-financial
- Focus Partners Wealth and Bordeaux Wealth Advisors, 2025-07-03, checked 2026-10-18: https://www.wealthmanagement.com/mergers-acquisitions/deals-moves-focus-partners-wealth-merges-in-5-6b-california-ria
- Apella Wealth and Independence Wealth Advisors, 2025-07-01, checked 2026-10-18: https://www.financialcontent.com/article/bizwire-2025-7-1-apella-wealth-welcomes-independence-wealth-advisors-growing-aum-by-207-million
- Carson Group and Jacob William Advisory, 2025-07-01, checked 2026-10-18: https://www.carsongroup.com/insights/blog/carson-group-fully-acquires-jacob-william-advisory-in-maryland/
- Mercer Advisors and O'Brien Wealth Partners, 2025-07-01, checked 2026-10-18: https://www.merceradvisors.com/press/mercer-advisors-expands-in-greater-boston-with-addition-of-obrien-wealth-partners/
- Steward Partners and Consilium Wealth Management, 2025-07-01, checked 2026-10-18: https://www.prnewswire.com/news-releases/steward-partners-acquires-consilium-wealth-management-fueling-the-continued-rapid-expansion-of-its-legacy-division-302495814.html
- Cerity Partners and Von Berge Wealth Management, 2025-06-30, checked 2026-10-18: https://ceritypartners.com/news/cerity-partners-welcomes-von-berge-wealth-management/
- Merit Financial Advisors and AMP Wealth Management, 2025-06-26, checked 2026-10-18: https://www.prnewswire.com/news-releases/merit-financial-advisors-partners-with-amp-wealth-management-and-expands-its-midwest-footprint-302487356.html
- Allworth Financial and Salzinger Sheaff Brock and Sheaff Brock Investment Advisors, 2025-06-24, checked 2026-10-18: https://www.prnewswire.com/news-releases/allworth-financial-expands-national-footprint-and-investment-capabilities-with-acquisition-of-salzinger-sheaff-brock-and-sheaff-brock-302488881.html
- Apella Wealth and Iron Horse Wealth Management, 2025-06-24, checked 2026-10-18: https://www.financialcontent.com/article/bizwire-2025-6-24-apella-wealth-expands-national-presence-with-addition-of-iron-horse-wealth-management-adding-574-million-in-aum
- Carson Group and Carson Wealth Salt Lake City, 2025-06-23, checked 2026-10-18: https://www.carsongroup.com/insights/blog/carson-group-fully-acquires-carson-wealth-office-in-salt-lake-city/
- Focus Partners Wealth and David Wealth Management, 2025-06-23, checked 2026-10-18: https://corporate.focuspartners.com/news/media-press/focus-partners-wealth-expands-with-acquisition-of-david-wealth-management
- Merit Financial Advisors and Olympic Wealth Management, LLC, 2025-06-17, checked 2026-10-18: https://meritfinancialadvisors.com/blog/merit-financial-advisors-expands-pacific-northwest-presence-through-partnership-with-olympic-wealth-management/
- Osaic and CW Advisors, 2025-06-17, checked 2026-10-18: https://www.wealthmanagement.com/ria-news/osaic-acquires-13-5-b-boston-based-ria-cw-advisors
- Bluespring Wealth Partners and SilverStar Wealth Management, 2025-06-10, checked 2026-10-18: https://www.bluespringwealth.com/advisor/insights/silverstar-joins-bluespring-june-2025
- Carson Group and Wambolt & Associates, 2025-06-10, checked 2026-10-18: https://www.carsongroup.com/insights/blog/carson-group-strengthens-colorado-presence-with-acquisition-of-wambolt-associates/
- Lido Advisors and Exchange Capital Management, 2025-06-10, checked 2026-10-18: https://www.prnewswire.com/news-releases/lido-advisors-to-partner-with-exchange-capital-management-continuing-expansion-302477699.html
- Hub International and Veripax Wealth Management, 2025-06-09, checked 2026-10-18: https://pulse2.com/hub-international-enhances-wealth-management-services-with-acquisition-of-veripax/
- EP Wealth Advisors and Buffington Mohr McNeal, 2025-06-04, checked 2026-10-18: https://www.wealthmanagement.com/ria-news/ep-wealth-adds-base-in-boise-with-900m-ria
- Mariner and Taurus Asset Management, 2025-06-03, checked 2026-10-18: https://www.marinerwealthadvisors.com/newsroom/2025/06/03/mariner-acquires-taurus-asset-management-adds-1-4-billion-in-assets-under-advisement/
- Mercer Advisors and Full Sail Capital, 2025-06-03, checked 2026-10-18: https://www.merceradvisors.com/press/mercer-advisors-establishes-strategic-growth-presence-in-oklahoma-city-with-addition-of-full-sail-capital/
- Merit Financial Advisors and RCM Investments, 2025-06-03, checked 2026-10-18: https://www.prnewswire.com/news-releases/merit-financial-advisors-partners-with-rcm-investments-and-opens-first-office-in-utah-302468768.html
- Sammons Financial Group and Wealthcare Capital Management, 2025-06-03, checked 2026-10-18: https://www.prnewswire.com/news-releases/sammons-financial-group-enters-into-a-definitive-agreement-to-acquire-wealthcare-capital-management-from-newspring-holdings-302471549.html
- Arax Advisory Partners and Schechter Investment Advisors, 2025-06-02, checked 2026-10-18: https://www.cpapracticeadvisor.com/2025/06/02/arax-investment-partners-acquires-schechter-investment-advisors-increasing-midwestern-presence/162076/
- Focus Partners Wealth and Churchill Management Corporation, 2025-05-29, checked 2026-10-18: https://corporate.focuspartners.com/news/media-press/focus-partners-wealth-expands-with-first-external-acquisition-since-rebrand
- Carson Group and SRQ Wealth, 2025-05-28, checked 2026-10-18: https://www.carsongroup.com/insights/blog/carson-group-expands-relationship-with-sarasota-advisory/
- HPS Investment Partners and Lido Advisors, 2025-05-23, checked 2026-10-18: https://www.lidoadvisors.com/perspectives/news-press/lido-advisors-enters-strategic-partnership-hps-support-continued-growth/
- Summit Financial and Parsons Broach Financial Services and Grandview Square Financial, 2025-05-22, checked 2026-10-18: https://www.wealthmanagement.com/ria-news/summit-adds-partner-firms-from-raymond-james-northwestern-mutual
- Hightower Advisors and Smith Anglin, 2025-05-21, checked 2026-10-18: https://hightoweradvisors.com/blogs/news/hightower-makes-strategic-investment-in-smith-anglin
- Steward Partners and Moore's Wealth Management, 2025-05-21, checked 2026-10-18: https://www.prnewswire.com/news-releases/steward-partners-acquires-moores-wealth-management-advancing-the-accelerated-growth-of-its-legacy-division-302461561.html
- The Mather Group and Pillar Wealth Management Inc., 2025-05-21, checked 2026-10-18: https://www.themathergroup.com/news-wealth
- Cary Street Partners and IFS Advisors, 2025-05-15, checked 2026-10-18: https://carystreetpartners.com/news/cary-street-partners-accelerates-growth-with-the-addition-of-ifs-advisors-inc/
- Edelman Financial Engines and Cahill Wealth Management, 2025-05-15, checked 2026-10-18: https://pulse2.com/edelman-financial-buying-426-million-firm-cahill-wealth-management/
- Hightower Advisors and Lindbrook Capital, 2025-05-13, checked 2026-10-18: https://hightoweradvisors.com/blogs/news/hightower-makes-strategic-investment-in-lindbrook-capital
- Mercer Advisors and Lewis Wealth Management, LLC, 2025-05-08, checked 2026-10-18: https://www.merceradvisors.com/press/mercer-advisors-acquires-lewis-wealth-management/
- Mercer Advisors and Tufton Capital Management, LLC, 2025-05-08, checked 2026-10-18: https://www.merceradvisors.com/press/mercer-advisors-expands-mid-atlantic-presence-with-addition-of-tufton-capital-management/
- Savant Wealth Management and Corrigan Financial, 2025-05-02, checked 2026-10-18: https://www.investmentnews.com/ria-news/mariner-savant-announce-acquisitions-worth-almost-15b/260347
- CW Advisors and Wolf Group Capital Advisors and Parsons Capital Management, 2025-05-01, checked 2026-10-18: https://www.wealthmanagement.com/ria-news/cw-adds-more-than-1b-in-assets-for-2nd-time-in-2-months
- Lido Advisors and Copperwynd Financial, 2025-05-01, checked 2026-10-18: https://www.prnewswire.com/news-releases/lido-advisors-to-partner-with-copperwynd-financial-302444091.html
- Cetera and Hawkes Wealth Management, Wealtheon Advisors and Financial Research, Inc., 2025-04-30, checked 2026-10-18: https://cetera.com/press-room/the-retirement-planning-group-drives-continued-inorganic-growth-with-three-acquisitions-in-first-quarter-2025
- EP Wealth Advisors and NBS Financial Services, 2025-04-29, checked 2026-10-18: https://www.wealthmanagement.com/ria-news/deals-moves-modern-wealth-expands-into-chicago-ep-wealth-adds-california-ria
- Merit Financial Advisors and Safeguard Wealth Management, 2025-04-29, checked 2026-10-18: https://www.prnewswire.com/news-releases/merit-financial-advisors-partners-with-safeguard-wealth-management-302433765.html
- Modern Wealth Management and OFM Wealth, 2025-04-29, checked 2026-10-18: https://www.silicon.co.uk/press-release/modern-wealth-marks-second-year-in-business-with-16th-acquisition-establishes-presence-in-chicago
- Carson Group and Carson Wealth Orlando (founded as Cadwell Wealth), 2025-04-23, checked 2026-10-18: https://www.carsongroup.com/insights/blog/carson-group-continues-expansion-with-acquisition-of-carson-wealth-orlando-location/
- Lido Advisors and BluePointe Capital Management, 2025-04-22, checked 2026-10-18: https://www.prnewswire.com/news-releases/lido-advisors-to-partner-with-bluepointe-capital-management-302434600.html
- Constellation Wealth Capital and Procyon Partners, 2025-04-17, checked 2026-10-18: https://www.privsource.com/acquisitions/deal/constellation-wealth-capital-makes-strategic-minority-investment-in-procyon-partners-ane_x7S0Mp
- Creative Planning and Monterey Private Wealth, 2025-04-15, checked 2026-10-18: https://creativeplanning.com/press/2025/creative-planning-expands-west-coast-presence-with-monterey-private-wealth/
- EP Wealth Advisors and AlphaMark Advisors, 2025-04-15, checked 2026-10-18: https://www.investmentnews.com/rias/creative-planning-lands-1b-ria-as-ep-wealth-gets-new-turf-in-kentucky/260146
- Pure Financial Advisors and Fairhaven Wealth Management, LLC, 2025-04-15, checked 2026-10-18: https://purefinancial.com/awards/pure-financial-advisors-llc-deepens-midwest-presence-with-acquisition-of-fairhaven-wealth-management-llc/
- CIVC Partners and Cary Street Partners, 2025-04-14, checked 2026-10-18: https://carystreetpartners.com/news/cary-street-partners-takes-on-new-strategic-partner/
- Merit Financial Advisors and Bill Spalding Wealth Management, 2025-04-14, checked 2026-10-18: https://meritfinancialadvisors.com/blog/merit-financial-advisors-partners-with-bill-spalding-wealth-management/
- Aspen Standard Wealth and New England Private Wealth Advisors, 2025-04-08, checked 2026-10-18: https://aspenstandardwealth.com/2025/04/08/aspen-standard-wealth-acquires-2-9-billion-aum-new-england-private-wealth-advisors/
- Carson Group and Mommaerts Mahaney Financial Services, 2025-04-08, checked 2026-10-18: https://www.carsongroup.com/insights/blog/carson-group-continues-2025-growth-with-acquisition-of-carson-wealth-marquette-location/
- Modern Wealth Management and Wade Financial Advisory and Planned Asset Management, 2025-04-08, checked 2026-10-18: https://www.silicon.co.uk/press-release/modern-wealth-adds-1-billion-in-aum-with-two-new-california-acquisitions
- Waverly Advisors and Fiduciary Wealth Advisors, 2025-04-07, checked 2026-10-18: https://waverly-advisors.com/news/waverly-advisors-acquires-fiduciary-wealth-advisors/
- Cary Street Partners and Keene & Dorchak, 2025-04-03, checked 2026-10-18: https://carystreetpartners.com/news/cary-street-partners-expands-into-fort-worth-tx-with-acquisition-of-keene-dorchak/
- Cerity Partners and Cook Wealth, 2025-04-03, checked 2026-10-18: https://www.prnewswire.com/news-releases/cerity-partners-welcomes-cook-wealth-302420007.html
- EP Wealth Advisors and Peninsula Wealth, 2025-04-02, checked 2026-10-18: https://www.investmentnews.com/industry-news/ep-wealth-adds-660m-with-peninsula-acquisition/259959
- Cerity Partners and West Coast Financial, 2025-04-01, checked 2026-10-18: https://www.prnewswire.com/news-releases/cerity-partners-welcomes-west-coast-financial-302417153.html
- Mercer Advisors and D. Scott Neal, Inc., 2025-04-01, checked 2026-10-18: https://www.merceradvisors.com/press/d-scott-neal-inc-joins-the-national-firm-mercer-advisors/
- Mercer Advisors and Vishria Bird Financial Group, 2025-04-01, checked 2026-10-18: https://www.merceradvisors.com/press/mercer-advisors-expands-in-memphis-with-acquisition-of-vishria-bird-financial-group/
- Mission Wealth and Brown Wealth Management, 2025-04-01, checked 2026-10-18: https://missionwealth.com/resources/insights/mission-wealth-announces-merger-with-brown-wealth-management/
- Waverly Advisors and NBW Capital, LLC, 2025-04-01, checked 2026-10-18: https://waverly-advisors.com/news/waverly-advisors-acquires-nbw-capital-llc/
- Wealth Enhancement and XO Wealth Management, 2025-03-28, checked 2026-10-18: https://www.prnewswire.com/news-releases/wealth-enhancement-announces-acquisition-of-xo-wealth-management-an-independent-ria-with-over-516-million-in-client-assets-302413386.html
- Wealth Enhancement and Marcum Wealth, 2025-03-26, checked 2026-10-18: https://www.prnewswire.com/news-releases/wealth-enhancement-to-join-forces-with-marcum-wealth-an-independent-ria-with-over-4-3-billion-in-client-assets-302412103.html
- AlphaCore Wealth Advisory and Callan Capital, 2025-03-25, checked 2026-10-18: https://www.prnewswire.com/news-releases/alphacore-wealth-and-callan-capital-combine-forces-launching-alphacore-family-office-services-302409958.html
- Bluespring Wealth Partners and Charter Capital Management, 2025-03-25, checked 2026-10-18: https://www.bluespringwealth.com/advisor/insights/charter-capital-management-press-release
- CW Advisors and Delta Financial Group, 2025-03-25, checked 2026-10-18: https://www.wealthmanagement.com/ria-news/-1-3b-nj-based-firm-joins-boston-based-cw-advisors
- Waverly Advisors and GGM Wealth Advisors, 2025-03-25, checked 2026-10-18: https://waverly-advisors.com/news/pr-ggm/
- Americana Partners and Boulevard Family Wealth, 2025-03-21, checked 2026-10-18: https://www.americanapartners.com/americana-partners-expands-into-california-with-boulevard-family-wealth/
- Merit Financial Advisors and Sanctuary Wealth Management, LLC and Fiduciary Services, LLC, 2025-03-18, checked 2026-10-18: https://www.prnewswire.com/news-releases/merit-financial-advisors-partners-with-sanctuary-wealth-management-and-fiduciary-services-adds-first-office-in-idaho-302399030.html
- Wealth Partners Capital Group and MCF Advisors, 2025-03-18, checked 2026-10-18: https://www.mcfadvisors.com/resources/wealth-partners-capital-group-and-hggc-establish-strategic-partnership-with-mcf-advisors/
- Pure Financial Advisors and Personal Investment Management, Inc., 2025-03-17, checked 2026-10-18: https://purefinancial.com/awards/pure-financial-advisors-llc-completes-acquisition-of-personal-investment-management-inc/
- Summit Financial and Gateway Advisory, 2025-03-14, checked 2026-10-18: https://www.wealthmanagement.com/ria-news/summit-stakes-830m-new-jersey-ria
- Apella Wealth and Marrella Private Wealth, 2025-03-10, checked 2026-10-18: https://www.financialcontent.com/article/bizwire-2025-3-10-apella-wealth-expands-east-coast-presence-with-addition-of-marrella-private-wealth-adding-518-million-in-aum
- EP Wealth Advisors and The Holben Group, 2025-03-07, checked 2026-10-18: https://www.wealthmanagement.com/ria-news/deals-moves-ep-wealth-and-f-l-putnam-continue-acquisition-sprees
- CAPTRUST and Carolinas Investment Consulting, 2025-03-05, checked 2026-10-18: https://www.captrust.com/news/welcomes-carolinas-investment-consulting/
- F.L.Putnam Investment Management and AOG Wealth Management, 2025-03-04, checked 2026-10-18: https://flputnam.com/news/f-l-putnam-expands-into-virginia-with-acquisition-of-aog-wealth-management/
- Elevation Point and Triton Wealth, 2025-02-25, checked 2026-10-18: https://www.prnewswire.com/news-releases/elevation-point-announces-strategic-stake-in-triton-wealth-building-on-strong-start-to-2025-with-more-deals-ahead-302383924.html
- Creative Planning and Maxwell Wealth Strategies, 2025-02-18, checked 2026-10-18: https://creativeplanning.com/press/2025/creative-planning-acquires-maxwell-wealth-strategies/
- Bluespring Wealth Partners and Reliant Wealth Planning, 2025-02-11, checked 2026-10-18: https://www.bluespringwealth.com/advisor/insights/bluespring-welcomes-reliant-wealth-press-release
- Emigrant Partners and Principle Wealth Partners, 2025-02-11, checked 2026-10-18: https://www.prnewswire.com/news-releases/emigrant-partners-announces-strategic-investment-in-principle-wealth-partners-302373626.html
- Merit Financial Advisors and Hershey Wealth Advisors, LLC, 2025-02-11, checked 2026-10-18: https://www.prnewswire.com/news-releases/merit-financial-advisors-partners-with-hershey-wealth-advisors-llc-and-establishes-merits-fifth-office-in-pennsylvania-302371536.html
- Corient and Rootstock Advisors, 2025-02-06, checked 2026-10-18: https://corient.com/us/en/global-news/Corient-Acquires-Rootstock-an-Ultra-High-Net-Worth-Pittsburgh-Based-RIA-with-Approximately-600-Million-in-Assets-Under-Management
- Wealth Enhancement and Capstone Team from Capstone Wealth Advisors, LLC, 2025-02-06, checked 2026-10-18: https://www.prnewswire.com/news-releases/wealth-enhancement-partners-with-the-capstone-team-from-capstone-wealth-advisors-llc-an-independent-advisory-team-with-over-618-million-in-client-assets-302369912.html
- EP Wealth Advisors and Criterion Capital Advisors, 2025-02-04, checked 2026-10-18: https://www.investmentnews.com/rias/mercer-advisors-ep-wealth-unveil-nashville-partnerships/259177
- Mercer Advisors and Financial Partners Group, 2025-02-04, checked 2026-10-18: https://www.merceradvisors.com/press/mercer-advisors-expands-in-nashville/
- CW Advisors and Aspire Wealth Management and Fernwood Investment Management, 2025-02-03, checked 2026-10-18: https://www.wealthmanagement.com/ria-news/cw-advisors-announces-double-deal-in-its-own-backyard
- Fortis Capital Advisors and LRVS Advisory Group, 2025-02-03, checked 2026-10-18: https://www.prnewswire.com/news-releases/fortis-capital-advisors-welcomes-lrvs-advisory-group-advisors-to-expand-service-offerings-and-enhance-client-solutions-302366634.html
- Summit Financial and Genex Consulting, 2025-01-31, checked 2026-10-18: https://www.summitfinancial.com/news
- AlphaCore Wealth Advisory and enTrust Wealth Advisors, 2025-01-30, checked 2026-10-18: https://www.prnewswire.com/news-releases/alphacore-expands-its-southern-california-presence-through-merger-with-entrust-wealth-advisors-302364093.html
- Merit Financial Advisors and Pillar Wealth Management Co., 2025-01-28, checked 2026-10-18: https://meritfinancialadvisors.com/blog/merit-financial-advisors-partners-with-pillar-wealth-management-co-adding-two-new-offices-in-wisconsin/
- Arax Advisory Partners and Cedrus Financial, 2025-01-27, checked 2026-10-18: https://www.wealthmanagement.com/ria-news/arax-nabs-1b-colorado-ria
- Mission Wealth and Logic Capital Management, 2025-01-27, checked 2026-10-18: https://missionwealth.com/resources/insights/mission-wealth-announces-merger-with-logic-capital-management/
- Carson Group and Carson Wealth Chicago, 2025-01-23, checked 2026-10-18: https://www.carsongroup.com/insights/blog/carson-group-acquires-carson-wealth-chicago/
- Emigrant Partners and Novare Capital Management, 2025-01-23, checked 2026-10-18: https://www.prnewswire.com/news-releases/emigrant-partners-announces-strategic-investment-in-novare-capital-management-302358050.html
- Focus Partners Wealth and Merriman Wealth Management, 2025-01-23, checked 2026-10-18: https://corporate.focuspartners.com/news/media-press/merriman-wealth-management-to-join-focus-partners-wealth
- Constellation Wealth Capital and Bogart Wealth, 2025-01-22, checked 2026-10-18: https://investmentnews.com/industry-news/bogart-wealth-eyes-more-growth-with-minority-staking-deal/259003
- Wealth Enhancement and VanceGray Wealth Management, Inc., 2025-01-16, checked 2026-10-18: https://www.wealthenhancement.com/newsroom/wealth-enhancement-announces-acquisition-of-vancegray-wealth-management
- Corient and Geller & Company (multi-family office business), 2025-01-15, checked 2026-10-18: https://corient.com/us/en/global-news/Corient-Acquires-Multi-Family-Office-Business-of-Geller
- Creative Planning and Krivoshein | McDaniels Financial, 2025-01-14, checked 2026-10-18: https://creativeplanning.com/press/2025/creative-planning-acquires-krivoshein-mcdaniels-financial/
- Elevation Point and Stonebrook Private, 2025-01-14, checked 2026-10-18: https://www.prnewswire.com/news-releases/elevation-point-announces-strategic-stake-in-stonebrook-private-kicking-off-2025-with-an-oversubscribed-pipeline-and-more-deals-on-the-horizon-302350547.html
- Mariner and Cassady Schiller Wealth, Jenkins Wealth and Triton Financial Group, 2025-01-14, checked 2026-10-18: https://www.marinerwealthadvisors.com/newsroom/2025/01/14/mariner-completes-triple-acquisition-of-cassady-schiller-wealth-jenkins-wealth-and-triton-financial-group/
- Waverly Advisors and Dickinson Investment Advisors, 2025-01-14, checked 2026-10-18: https://waverly-advisors.com/news/waverly-advisors-acquires-dickinson-investment-advisors/
- Wealth Enhancement and Northwest Investment Counselors, LLC, 2025-01-14, checked 2026-10-18: https://www.wealthenhancement.com/newsroom/wealth-enhancement-announces-acquisition-of-northwest-investment-counselors
- CAPTRUST and Wealth Covenant Group, 2025-01-10, checked 2026-10-18: https://www.prnewswire.com/news-releases/captrust-grows-in-houston-with-addition-of-wealth-covenant-group-302347554.html
- Wealth Enhancement and Danison & Associates, Inc., 2025-01-10, checked 2026-10-18: https://www.prnewswire.com/news-releases/wealth-enhancement-announces-acquisition-of-danison--associates-inc-an-independent-ria-with-over-82-million-in-client-assets-302347605.html
- Cerity Partners and Prio Wealth, 2025-01-09, checked 2026-10-18: https://www.prnewswire.com/news-releases/cerity-partners-welcomes-prio-wealth-302346561.html
- Carson Group and Carson Wealth Cedar Rapids (including Las Vegas office), 2025-01-07, checked 2026-10-18: https://www.carsongroup.com/insights/blog/carson-reinforces-commitment-to-advisors-via-expanded-partnership-in-cedar-rapids-iowa/
- Creative Planning and Kowal Investment Group, 2025-01-07, checked 2026-10-18: https://creativeplanning.com/press/2025/creative-planning-acquires-kowal-investment-group/
- EP Wealth Advisors and Executive Wealth Management, 2025-01-07, checked 2026-10-18: https://www.investmentnews.com/rias/ep-wealth-makes-midwestern-splash-with-16b-executive-wealth-management/258802
- Mercer Advisors and Edward Vance Investment Management, 2025-01-07, checked 2026-10-18: https://www.merceradvisors.com/press/mercer-advisors-expands-footprint-in-georgia-with-the-addition-of-edward-vance-investment-management/
- Merit Financial Advisors and Zimmermann Investment Management & Planning, 2025-01-07, checked 2026-10-18: https://www.prnewswire.com/news-releases/merit-financial-advisors-partners-with-zimmermann-investment-management--planning-and-establishes-fourth-office-in-pennsylvania-302342165.html
- Wealth Enhancement and The Scribner Team, 2025-01-07, checked 2026-10-18: https://www.prnewswire.com/news-releases/wealth-enhancement-announces-acquisition-of-the-scribner-team-with-over-111-million-in-client-assets-302343502.html

## Related

- [RIA deal tracker](https://advisoriq.com/succession/deals/)
- [Succession and M&A](https://advisoriq.com/succession/)
- [Minority stakes and outside capital](https://advisoriq.com/succession/guides/minority-stakes/)
- [RIA directory](https://advisoriq.com/ria/)

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AdvisorIQ, as of 2026-10-28. https://advisoriq.com/succession/aggregators/

License: https://advisoriq.com/license/