Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Captrust Adds $1.25B Stillwater Capital Advisors
By Rob BurgessMike Wunderli, a leader of the North Carolina-based financial services firm, says Pennsylvania is an increasingly attractive market.
May 14, 2026
Corient Acquires $7.8B Capital AdvisorsThe firm's principals will become Corient partners upon closing, expected later this quarter.
May 13, 2026
Osaic Pulls $200M Du Lac Wealth Services From LPLDu Lac Wealth, based in North Carolina, is the sixth firm to leave LPL for Osaic this year.
May 11, 2026
Dynasty Investment Bank Marks Third Anniversary With 'M&A May'While dealmaking continues, firms are "taking a more disciplined approach to inorganic growth," bank co-head Harris Baltch says.
May 05, 2026
Sowell Launches 'Family Office Lite,' Advisor Partnership ProgramMerchant has agrees to provide funding for future M&As to the RIA led by Bill Sowell.
May 05, 2026
RIA Deals Hit a Quarterly Record. Here's What's Selling.Emerging trends include overseas expansion, AI investment and acquisitions to build holistic platforms, Echelon reports.
May 04, 2026
Allworth Financial Adds New Investor in Its Third Funding RoundThe $35 billion RIA has entered into a strategic investment partnership co-led by Integrum Holdings.
May 01, 2026
LPL Still Pushing to Keep 90% of Commonwealth Assets: CEOTotal assets jumped 30% year over year to $2.3 trillion in Q1, but recruited assets fell 55%.