Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Bluespring Acquires $920M Ohio Firm
By Rob BurgessWhitaker-Myers Wealth Managers will join Bluespring's River Valley platform, representing $2.4 billion in client assets.
October 30, 2026
Citizens Financial Adds $1.2B TeamWebber Wealth Partners, based in Southern California, was previously with Comerica Bank Private Wealth.
October 30, 2026
Growth-Minded RIAs Must Invest Across Their Operations: CerulliAcquisition activity has eroded many traditional sources of differentiation, the market researcher reports.
October 29, 2026
RIA Deals Are Headed for a Record Year: EchelonThe 125 transactions announced during the third quarter match the year-ago record for the most active third quarter.
October 23, 2026
AmeriFlex Group Adds 17 Advisors With $1.4B in Q3CEO Thomas Goodson says the RIA's SuccessionFully platform helps advisors monetize their practices.
October 21, 2026
Osaic Nabs $2.3B ICG next From LPLJames A. Costabile, managing partner, said the wealth management firm entered serious breakaway conversations about six months ago.
October 16, 2026
Wells Fargo Adds 3 TeamsThese advisors, with a combined $900 million in AUM, joined the employee channel from Truist, Santander and Raymond James.
October 13, 2026
Bluespring Wealth Acquires Family Wealth CounselingThe subsequent merger of Family Wealth with KDI Wealth made sense, Bluespring Wealth President Pradeep Jayaraman says.