Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Sammons to Buy $8B Wealthcare From NewSpring
By Melanie WaddellThe acquisition will enable Sammons Financial Group to expand further in the wealth management space.
June 03, 2025
Mercer Adds $2B Wealth Team in OklahomaThe RIA's second deal in the state brings its asset base in Texas and Oklahoma to $7 billion.
May 30, 2025
Focus Partners Acquires $9.4B RIA Firm in L.A.Churchill Management is the first external firm that the aggregator has added since its rebrand.
May 23, 2025
LPL's Atria Network to Lay Off 169 EmployeesThe employees will be let go this summer in California, New York and Texas, state records show.
May 22, 2025
Hightower Stakes $2B Aviation-Focused Wealth GroupThe 34-member practice is based in Dallas.
May 14, 2025
Hightower Takes Stake in $3.8B Bicoastal Wealth FirmThe investment in Lindbrook Capital marks the RIA consolidator's first partial ownership play of 2025.
May 09, 2025
LPL CEO Pledges Continuity for Commonwealth AdvisorsRich Steinmeier detailed the firm's efforts to woo them on LPL's Q1 earnings call.
May 08, 2025
Mercer Roars Past 100th AcquisitionThe milestone is important, said CEO Dave Welling, but he emphasized that organic growth also remains paramount.