Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Mariner Wealth is Buying $600M Ohio RIA
By Jeff BermanThe RIA now has a total of 395 advisors across 53 offices with $46 billion in assets under advisement.
August 31, 2021
Orion Zooms In on Growth, M&As and New Advisor Solutions at ConferenceNew solutions revealed at Ascent include Orion Cash and Credit, a joint venture with Focus Client Solutions.
August 27, 2021
Captrust to Buy $85B Investment GroupChicago-based Ellwood's clients includes endowments, foundations, retirement plans, family offices and high-net-worth individuals.
August 25, 2021
U.K. Private Equity Firm Buying RiskalyzeRiskalyze CEO and founder Aaron Klein will continue to lead the company as part of the deal.
August 23, 2021
Hightower Takes Stake in $800M Denver RIAHightower would not disclose the size of its investment but says the transaction involves both cash and equity.
August 13, 2021
Mariner Wealth to Buy $500M Pittsburgh RIAThe acquisition of Commonwealth Advisory Group, Mariner's fourth announced purchase this summer, is expected to close Aug. 31.
August 05, 2021
Wealth Enhancement Group to Add $853M RIAThe transaction is the LPL affiliate's ninth purchase this year.
August 02, 2021
Avantax Scoops Up $1.1B RIAWhen the deal closes, the RIA's three partners will become financial planning consultants with Avantax Planning Partners.