Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Sequoia Financial Acquires $2.3B Colorado RIA
By Rob BurgessThe firm's chief acquisitions officer, Kevin Tichnell, said the deal builds on its expanded footprint west of the Mississippi.
August 31, 2026
$2.1B Team Splits From LPL, Joins CeteraCalifornia-based Sierra Ridge Advisor Group leaves LPL after just 13 months and plans to launch an RIA.
August 28, 2026
Mercer Acquires $220M Firm in OhioNorthAvenue Financial Advocates, led by Kristen Moosmiller, adds to Mercer's Women & Wealth practice.
August 26, 2026
The 20 Most Active RIA Buyers of the Past YearWhile first-half deal volume declined in 2026, the scale of acquisitions grew considerably, Fidelity finds.
August 26, 2026
Why Vanguard's Altruist Buy Is a Big Deal for RIAsThe $4.6 billion deal is the "biggest structural move for RIA custody in years," William Trout of Datos Insights says.
August 26, 2026
Vanguard to Buy Wealth Platform Altruist as It Expands in AdviceVanguard, known mostly for its low-fee index funds, will add Altruist's wealth technology and custody platform.
August 24, 2026
T. Rowe Price to Acquire F/m InvestmentsThe deal with the fixed income and ETF firm will expand capabilities in high-demand areas, an executive says.
August 13, 2026
Merit Adds $900M Firm From CommonwealthThe Bridgeway Group is the sixth team to join Merit from the Commonwealth platform since LPL announced its acquisition last year.